Client Services Specialist – Financial Advisory Support

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. #J-18808-Ljbffr