UHNW Client Advisor - Wealth, Trust & Philanthropy
Naifahouston
Naifahouston is seeking a Client Advisor to join their team in Seattle, WA. This role involves developing and maintaining relationships with ultra-high net worth clients through proactive communication and coordinated service delivery. The ideal candidate will have a Bachelor's degree, 8+ years of business experience, and familiarity with Salesforce and Microsoft Office. Responsibilities include client communication, account management, and investment assistance. Strong writing and leadership skills are essential for success in this position. #J-18808-Ljbffr Naifahouston
Vacancy posted 5 days ago
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