Wealth Client Support Specialist (Hybrid)

Beacon Hill Staffing Group; North Bend (WA); Hybrid; USD 52,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule

Bonus opportunities

Competitive salary

Job summary

Beacon Hill Staffing Group in Tukwila, WA, is partnering with an established financial services firm to hire a Client Support Coordinator. This role supports Financial Advisors, processes service requests, and maintains client documentation with a focus on accuracy and service quality.

The position offers a hybrid work schedule, a salary range of $52,000–$60,000 plus quarterly/annual bonuses, and exposure to the wealth management space within a collaborative team.

Qualifications

• Administrative, client support or operations experience.
• Financial services experience in wealth management, banking, or related field is a plus.
• Strong attention to detail and ability to catch missing information or errors.
• Excellent written and verbal communication skills.
• Professional and client-focused demeanor.
• Ability to manage multiple priorities with a sense of urgency.

Responsibilities

• Support Financial Advisors with day-to-day administrative needs.
• Prepare, process, and track new accounts, updates, transfers, and other service requests.
• Assist with client paperwork, DocuSign requests, account maintenance, and documentation.
• Track outstanding requests and follow up to ensure timely completion.
• Communicate status updates and next steps with advisor teams.
• Maintain organized, confidential client and account records.
• Assist with client projects and outreach activities.
• Collaborate with team to balance workloads and improve processes.

Skills

Administrative support

Client service

Operations support

Attention to detail

Communication skills

Multitasking

Team collaboration

Education

Bachelor's degree or relevant industry experience

Tools

Microsoft Office

DocuSign

Job description

Beacon Hill Staffing Group in Tukwila, WA, is partnering with an established financial services firm to hire a Client Support Coordinator. This role supports Financial Advisors, processes service requests, and maintains client documentation with a focus on accuracy and service quality.

The position offers a hybrid work schedule, a salary range of $52,000–$60,000 plus quarterly/annual bonuses, and exposure to the wealth management space within a collaborative team.