Client Services Specialist

AppleOne Employment Services; Seattle (WA); On-site; USD 52,000 - 62,000; Full time

Job summary

AppleOne Employment Services is seeking a Client Services Specialist in Seattle to serve as a trusted contact for clients, support advisors, and coordinate onboarding and documentation within a wealth management environment.

The role emphasizes relationship-building, accuracy, responsiveness, and professional client care, with opportunities for growth and collaboration across teams.

Qualifications

• 1–3 years of experience in client services, customer support, banking, financial services, wealth management, or administrative coordination.
• Bachelor's degree in Business, Finance, or Communications preferred.
• Strong written and verbal communication with a polished, professional client service approach.
• Excellent attention to detail and the ability to manage multiple priorities in a deadline-driven environment.
• Proficiency with Microsoft Office Suite and related tools.

Responsibilities

• Serve as primary point of contact for client inquiries, providing timely, professional, and personalized support.
• Assist with client onboarding, account setup, documentation, paperwork processing, and follow-up communications.
• Schedule client meetings, prepare materials, draft correspondence, and support advisors with ongoing client relationship management.
• Maintain accurate client records, account information, service documentation, and activity notes within internal systems.
• Coordinate with advisors, operations teams, custodians, and internal departments to ensure client requests are completed accurately and on time.
• Support client events, meetings, presentations, and process improvement efforts that enhance the overall client experience.

Skills

Client services

Financial services

Communication

Attention to detail

Microsoft Office

Record keeping

Multitasking

Discretion

CRM experience

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

Job Summary

A growing wealth management firm in the Seattle, WA area is seeking a Client Services Specialist for a direct hire opportunity. This role is ideal for a service-oriented professional who enjoys building relationships, managing details, and supporting clients in a highly professional financial services environment.

The Client Services Specialist will serve as a trusted point of contact for clients while partnering closely with advisors, operations teams, custodians, and internal departments. This position offers the opportunity to build a long-term career in wealth management, gain exposure to client relationship management, and contribute to a collaborative team focused on accuracy, responsiveness, and exceptional client care.

This is a strong opportunity for someone who values positive teamwork, supportive leadership, professional growth, and meaningful client relationships.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely, professional, and personalized support.
• Assist with client onboarding, account setup, documentation, paperwork processing, and follow-up communications.
• Schedule client meetings, prepare materials, draft correspondence, and support advisors with ongoing client relationship management.
• Maintain accurate client records, account information, service documentation, and activity notes within internal systems.
• Coordinate with advisors, operations teams, custodians, and internal departments to ensure client requests are completed accurately and on time.
• Support client events, meetings, presentations, and process improvement efforts that enhance the overall client experience.

Compensation and Benefits

• Salary range: $52,000 to $62,000 per year.
• Job type: Direct hire.
• Location: Seattle, WA.

Required Qualifications and Skills

• Support day-to-day client service operations within a wealth management environment.
• Coordinate client onboarding, documentation, account maintenance, and service follow-up.
• Prepare client communications, reports, meeting materials, and account summaries.
• Track client requests and partner with internal teams to ensure timely resolution.
• 1 to 3 years of experience in client services, customer support, banking, financial services, wealth management, or administrative coordination.
• Bachelor's degree in Business, Finance, Communications, or a related field preferred.
• Strong written and verbal communication skills with a polished, professional client service approach.
• Excellent attention to detail and the ability to manage multiple priorities in a deadline-driven environment.
• Strong organizational skills with the ability to track follow-ups, maintain accurate records, and manage client documentation.
• Proficiency with Microsoft Office Suite.
• Ability to handle confidential client and financial information with discretion and professionalism.
• Customer-focused mindset with strong problem-solving skills and the ability to build trust with clients and internal partners.

Preferred Qualifications

• Experience using CRM or client management systems.
• Prior experience supporting advisors, bankers, financial professionals, or client-facing teams.
• Interest in building a career within wealth management or financial services.
• Familiarity with account maintenance, client onboarding, custodial paperwork, or financial services documentation.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.