More jobs:
Client Services Administrator
Job in
Spokane, Spokane County, Washington, 99201, USA
Listing for:
Newman Group Search
Full Time
position
Listed on 2026-11-08
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical
Job Description & How to Apply Below
We're working with an established wealth advisory firm based in Bellevue, WA that's looking for a Client Service Admin to serve as the welcoming front line of the practice while giving advisors and clients the support they need day to day. This is a great chance to step into a close-knit practice and make a real, immediate difference.
This position is fully in-office in Bellevue
Some key responsibilities:
- Coordinate and manage client appointments along with advisor calendars
- Deliver attentive, personalized service to clients and their families
- Open accounts, process transfers & client requests while maintaining accurate record keeping
- Manage incoming calls, emails, and walk-in questions
- Support advisors with ongoing tasks and projects
The right person for this role is dependable, polished, and comfortable in a tight-knit office environment. If you genuinely enjoy building client relationships and take pride in delivering top-notch service, this role offers real room to grow.
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