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Office Administrator/ Coordinator

Wealth Management Client Services Associate

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A prominent wealth management firm in Bellevue seeks a Client Service Associate to provide essential support to the Wealth Management team. This role includes client onboarding, account maintenance, and assisting in tax season. Candidates should have at least one year of relevant experience, strong communication skills, and proficiency in Microsoft Office. The firm offers a hybrid work schedule where employees work three days in the office and two days remotely.

Competitive salary package provided.
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Position Requirements
10+ Years work experience
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