Wealth Management Associate - Client-Centric Operations

Job in Seattle, King County, Washington, 98127, USA

Listing for: Claire Myers Consulting

Full Time position
Listed on 2026-11-04

Job specializations:

Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR

A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client inquiries, processing trades, and assisting with insurance applications. Applicants should have 3–5 years of experience in investment operations and possess strong communication skills.

This role offers a competitive salary range of $70,000–$110,000 along with comprehensive health coverage and a 401(k) match.
We are looking to fill the Wealth Management Associate
- Client-Centric Operations position at Claire Myers Consulting in Seattle, WA, United States. We would love to welcome a new Wealth Management Associate
- Client-Centric Operations to our group in Seattle, WA, United States. For the Wealth Management Associate
- Client-Centric Operations position at Claire Myers Consulting, we are reviewing applications now.

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
View / Apply for Jobs
Matching My Jurisdiction