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Wealth Client Services Specialist: Onboarding & Support

Job in Seattle, King County, Washington, 98127, USA
Listing for: Ascendo Resources
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Services Associate to provide administrative and operational support for clients. The role involves building relationships with clients, addressing their service-related needs, and collaborating with internal teams. The ideal candidate should have a Bachelor's degree in Finance, with at least 2 years of client service experience in financial services, and proficiency in MS Office.

This position requires strong communication skills and the ability to multitask effectively.
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