Client Onboarding & Transitions Specialist
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-06-03
Listing for:
Ameriprise Financia
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Arrow Financial Group is seeking an Operations Specialist in Tacoma, WA, focused on supporting advisors and guiding clients through onboarding. The ideal candidate has 2-5 years of experience in client service with strong organizational and communication skills. Responsibilities include managing client transitions and solving account issues. The position offers a salary ranging from $58,000 to $72,000, flexible scheduling, and a comprehensive benefits package.
Join a supportive team dedicated to exceptional client experiences and growth in the financial services industry.
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