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Client Success Associate – Financial Services; Waterfront, Vancouver
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-03-06
Listing for:
Martel Wealth Advisors, LLC
Full Time
position Listed on 2026-03-06
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A boutique investment management firm in Vancouver, WA is seeking a full-time Client Relationship Associate to join their team. This position, based in an office by the Columbia River, involves organizing client materials, assisting with the client life-cycle, and maintaining CRM records. The ideal candidate will have a Bachelor's degree and some experience in financial services, along with strong communication skills.
This role offers a competitive compensation package, including 100% employee medical premiums and a friendly, team-oriented work environment.
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Position Requirements
10+ Years
work experience
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