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Wealth Client Services Specialist — Bellevue Onsite

Job in Bellevue, King County, Washington, 98009, USA
Listing for: First Tech Federal Credit Union
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
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 organization in Bellevue, WA is searching for a Client Services Specialist to support financial advisors and manage client relationships. Candidates should have a strong background in investment support and client service best practices, with relevant educational qualifications such as FINRA Series
7. This role is essential in ensuring operational excellence and delivering exceptional client experiences. Competitive compensation and comprehensive benefits are offered, making it an excellent opportunity for growth in the wealth management sector.
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