Client Experience Specialist — Financial Services
Boutique Recruiting
Boutique Recruiting is seeking a Client Associate to support a team of four Financial Advisors in Everett, WA. You will manage client service needs, facilitate fund transfers, and process trades to ensure smooth daily operations. The ideal candidate has 3–5+ years in financial services, holds Series 7 (and possibly Series 65), and demonstrates strong customer service and Excel skills. You will engage with clients by phone and email, contributing to a high-quality client experience. #J-18808-Ljbffr Boutique Recruiting
Vacancy posted 1 day ago
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