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Client Service Associate
- Bellevue, Washington, United States
- Bellevue, Washington, United States
About
Job Description
Client Service Associate
Greater Seattle Area
About the Company
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.
About the Role
We’re seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client
Languages
- English
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