Remote Client Service Associate – Finance
Remote / Online - Candidates ideally in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-12
Seattle, King County, Washington, 98127, USA
Listing for:
The Strategic Implementer
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A growing financial planning firm is seeking a permanently remote Client Service Associate to deliver exceptional service to clients. The role involves assisting Advisors, processing account applications, and maintaining client data in Salesforce. Ideal candidates should have at least 2 years of financial services experience, strong organizational skills, and proficiency with CRM software. The position offers a competitive salary, great work/life balance, and a collaborative work atmosphere.
Join a dedicated team committed to client success.
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Position Requirements
10+ Years
work experience
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