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Wealth Management Client Service Associate — Hybrid

Job in Seattle, King County, Washington, 98127, USA
Listing for: LE0123 Focus Partners Wealth LLC
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 52000 - 76000 USD Yearly USD 52000.00 76000.00 YEAR
Job Description & How to Apply Below

Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests  will assist compliance, prepare financial schedules and client presentations, and communicate with clients by phone and email while maintaining records in the firm’s databases.

Hybrid schedule—3 days in office per week with up to 2 remote days—offers a collaborative environment in Seattle.

We are currently recruiting a Wealth Management Client Service Associate — Hybrid for our team in Seattle, WA, United States.

The following opening is for a Wealth Management Client Service Associate — Hybrid with LE0123 Focus Partners Wealth LLC.

Our organisation is growing, and we are hiring a Wealth Management Client Service Associate — Hybrid in Seattle, WA, United States.

Position Requirements
10+ Years work experience
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