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Financial Services Financial Advisor

Wealth Management Client Service Specialist

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Bellevue, WA, is seeking a Client Service Specialist to support Wealth Advisors in servicing high-net-worth clients. The ideal candidate will have excellent organizational and communication skills, with at least five years of experience in the financial services industry. The role involves daily operations and administrative support, compliance oversight, and enhancing client experiences. A Bachelor's degree is preferred and eligibility for CFP designation is a plus.

This role offers competitive compensation and a robust benefits package.
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