Wealth Management Client Services Specialist (Hybrid)

Harlow Wealth Management, Inc.; Vancouver (WA); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Harlow Wealth Management, Inc. in Vancouver, Washington, is seeking a Client Service Associate to join our hybrid, full-time team.

You will handle a high-volume queue of client requests with accuracy and proactive service, supporting retirement-focused advisory clients and collaborating with advisers. The role emphasizes meticulous records management, coordination with custodians, and processing transactions such as distributions, annuity applications, Roth conversions, and fund movements.

Job description

Harlow Wealth Management, Inc. in Vancouver, Washington, is seeking a Client Service Associate to join our hybrid, full-time team.

You will handle a high-volume queue of client requests with accuracy and proactive service, supporting retirement-focused advisory clients and collaborating with advisers. The role emphasizes meticulous records management, coordination with custodians, and processing transactions such as distributions, annuity applications, Roth conversions, and fund movements.