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Client Experience Associate, Wealth Services

$55k - $95k

PowerToFly

PowerToFly is seeking a Client Service Associate in Clarkston, WA. In this role, you will provide exceptional service to clients and support Financial Advisors by building trusted relationships through daily interactions. Your responsibilities will include assisting clients with their financial transactions, answering inquiries about accounts, and providing administrative support such as managing calendars and travel itineraries. Candidates should have strong organizational and interpersonal skills. The salary range for this position is $55,000 - $95,000, along with a comprehensive benefits package. #J-18808-Ljbffr

Vacancy posted 2 days ago
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