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Wealth Management Client Service Associate; Bellevue
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-13
Listing for:
Oppenheimer & Co.
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
A prominent investment firm in Bellevue, WA is seeking a Registered Client Service Associate to support Financial Advisors in the day-to-day operations of their wealth management practice. The role requires at least 3 years of experience, strong customer service skills, and the ability to manage multiple tasks effectively. The compensation for this position ranges from $60,000 to $70,000 per year, along with potential bonuses and a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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