Wealth Client Services Specialist

Hiring Steps Inc.; Mountlake Terrace (WA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist in Mountlake Terrace, WA. The role focuses on servicing clients, coordinating paperwork, and supporting advisors with planning and client communications.

Essential duties include managing appointments, handling inquiries, and maintaining client data. The position requires strong customer service and teamwork in a busy wealth-advisory office.

Qualifications

• Three years of experience in Finance/Banking/Accounting with client interaction.
• Proficient with MS Word, Excel, and Outlook.
• Experience with financial planning software preferred.

Responsibilities

• Facilitate paperwork initiation, follow-up and completion with clients.
• Answer calls and emails; route to advisor when needed.
• Greet clients entering the office and manage check-ins.
• Coordinate client appointments and follow-up communications.
• Collaborate with advisors on account reviews and planning.
• Prepare financial plans for client presentations.
• Manage RMDs, distributions, cost basis, and beneficiary reviews.
• Maintain client data and upload documents to CRM.

Skills

Finance/Banking/Accounting experience

MS Word

Excel

Outlook

Client interactions

Tools

Morningstar

Right Capital

CRM

Job description

AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist in Mountlake Terrace, WA. The role focuses on servicing clients, coordinating paperwork, and supporting advisors with planning and client communications.

Essential duties include managing appointments, handling inquiries, and maintaining client data. The position requires strong customer service and teamwork in a busy wealth-advisory office.