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Financial Services

Client Services Specialist, Wealth Management

Job in Seattle, King County, Washington, 98127, USA
Listing for: Freestone Capital Management
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 84000 USD Yearly USD 80000.00 84000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Seattle is seeking a detail-oriented client services professional to join its growing team. The ideal candidate will have 2–4 years of client service experience in the financial services industry, strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and responding to client inquiries.

This role offers a base salary between $80,000 and $84,000, plus comprehensive benefits and a discretionary bonus.
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