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Wealth Management

Wealth Client Service Leader

Job in Bellevue, King County, Washington, 98009, USA
Listing for: CI Financial Corp.
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Bellevue seeks a dedicated Client Service Leader to oversee service operations and enhance team performance. Candidates should have a bachelor's degree and at least 5 years in financial services, including 2 years in a supervisory role. Responsibilities include mentoring the team, managing client relationships, and ensuring adherence to compliance standards. The role offers a competitive salary fully compliant with Washington laws and generous employee benefits.
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