Client Services Specialist, Wealth Management

Freestone Capital Management; Seattle (WA); On-site; USD 80,000 - 84,000; Full time

Benefits offered by this job

Discretionary bonus based on performance

Medical, dental, and vision coverage

401(k) matching

Generous paid time off

Company events and celebrations

Job summary

A financial services firm in Seattle is seeking a detail-oriented client services professional to join its growing team. The ideal candidate will have 2–4 years of client service experience in the financial services industry, strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and responding to client inquiries. This role offers a base salary between $80,000 and $84,000, plus comprehensive benefits and a discretionary bonus.

Qualifications

• 2–4 years of experience in a client service role within financial services.
• Strong attention to detail and ability to manage multiple priorities.
• Ability to work independently and collaboratively.

Responsibilities

• Ensure smooth account operations and exceptional client service.
• Build strong rapport with advisors to enhance efficiency.
• Manage account-related tasks with minimal supervision.

Skills

Client service experience

Interpersonal skills

Detail-oriented

Communication skills

Proactive approach

Education

Series 65 or equivalent

Bachelor's degree or relevant education

Job description

A financial services firm in Seattle is seeking a detail-oriented client services professional to join its growing team. The ideal candidate will have 2–4 years of client service experience in the financial services industry, strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and responding to client inquiries. This role offers a base salary between $80,000 and $84,000, plus comprehensive benefits and a discretionary bonus.