Senior Client Service Lead - Wealth Management Ops
International Search Consultants
A leading wealth management firm is seeking a Senior Client Service Associate to enhance client experience and optimize operations. In this high-impact role, you'll manage workflows for advisors, act as a trusted contact for clients, and drive efficiency in a fast-paced environment. The ideal candidate has over 8 years of experience in client service, is detail-oriented, and has familiarity with Fidelity and Schwab workflows. Join a growing firm committed to service excellence in Seattle. #J-18808-Ljbffr International Search Consultants
Vacancy posted 5 days ago
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