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Wealth Services Client Experience Associate

Job in Seattle, King County, Washington, 98127, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 34653 - 85000 USD Yearly USD 34653.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and clients. The successful candidate will excel in building trusted relationships and must possess strong organizational and interpersonal skills. Responsibilities include assisting with client inquiries, executing transactions, and providing administrative support. Candidates should ideally hold a high school diploma and have proficiency in Microsoft Office.

The role offers a salary range of $34,653 - $85,000 plus comprehensive benefits.
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Position Requirements
10+ Years work experience
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