Wealth Management Operations & Client Experience Associate
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-03
Listing for:
One Oak Wealth Management
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients.
The ideal candidate will have 3–5 years in wealth management or related fields, exceptional attention to detail, and proficiency in Microsoft 365 and CRM tools. Opportunities for career advancement are provided as the firm grows.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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