Client Services Specialist – Financial Advisory
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-13
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A leading financial services firm in Seattle is seeking a dynamic Client Service Associate to provide crucial administrative support to Financial Advisors and their clients. Responsibilities include managing client transactions, preparing summary reports, and assisting with marketing efforts. The ideal candidate should possess exceptional communication skills, attention to detail, and proficiency in CRM software and Excel. This is a great opportunity to grow professionally within a supportive environment.
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