More jobs:
Client Services Administrator
Job in
Spokane Valley, 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.
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).
(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).