Client Services Specialist

Job Summary

A growing wealth management firm in the Seattle, WA area is seeking a Client Services Specialist for a direct hire opportunity. This role is ideal for a service-oriented professional who enjoys building relationships, managing details, and supporting clients in a highly professional financial services environment.

The Client Services Specialist will serve as a trusted point of contact for clients while partnering closely with advisors, operations teams, custodians, and internal departments. This position offers the opportunity to build a long-term career in wealth management, gain exposure to client relationship management, and contribute to a collaborative team focused on accuracy, responsiveness, and exceptional client care.

This is a strong opportunity for someone who values positive teamwork, supportive leadership, professional growth, and meaningful client relationships.

• Serve as a primary point of contact for client inquiries, providing timely, professional, and personalized support.
• Assist with client onboarding, account setup, documentation, paperwork processing, and follow-up communications.
• Schedule client meetings, prepare materials, draft correspondence, and support advisors with ongoing client relationship management.
• Maintain accurate client records, account information, service documentation, and activity notes within internal systems.
• Coordinate with advisors, operations teams, custodians, and internal departments to ensure client requests are completed accurately and on time.
• Support client events, meetings, presentations, and process improvement efforts that enhance the overall client experience.

• Salary range: $52,000 to $62,000 per year.
• Job type:
  Direct hire.
• Location:
  
  Seattle, WA.

• Support day-to-day client service operations within a wealth management environment.
• Coordinate client onboarding, documentation, account maintenance, and service follow-up.
• Prepare client communications, reports, meeting materials, and account summaries.
• Track client requests and partner with internal teams to ensure timely resolution.
• 1 to 3 years of experience in client services, customer support, banking, financial services, wealth management, or administrative coordination.
• Bachelor's degree in Business, Finance, Communications, or a related field preferred.
• Strong written and verbal communication skills with a polished, professional client service approach.
• Excellent attention to detail and the ability to manage multiple priorities in a deadline-driven environment.
• Strong organizational skills with the ability to track follow-ups, maintain accurate records, and manage client documentation.
• Proficiency with Microsoft Office Suite.
• Ability to handle confidential client and financial information with discretion and professionalism.
• Customer-focused mindset with strong problem-solving skills and the ability to build trust with clients and internal partners.

• Experience using CRM or client management systems.
• Prior experience supporting advisors, bankers, financial professionals, or client-facing teams.
• Interest in building a career within wealth management or financial services.
• Familiarity with account maintenance, client onboarding, custodial paperwork, or financial services documentation.

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For temporary assignments lasting 13 weeks or longer, Apple One is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.