Senior Client Experience Associate, Wealth Management
Listed on 2026-10-13
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
A growing independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors.
Key responsibilities include serving as the primary contact for client communications, onboarding, quarterly meetings, and CRM management, with a focus on improving service and workflows across the advisor team.
We would love to welcome a new Senior Client Experience Associate, Wealth Management to our organisation in Seattle, WA, United States.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Client Experience Associate, Wealth Management role in the description above.
We appreciate your interest in this position.
Join The Quest Organization Inc and contribute to our ongoing work.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).