Wealth Management Client Service Associate — Hybrid
LE0123 Focus Partners Wealth LLC
Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate with clients by phone and email while maintaining records in the firm’s databases. Hybrid schedule—3 days in office per week with up to 2 remote days—offers a collaborative environment in Seattle. #J-18808-Ljbffr LE0123 Focus Partners Wealth LLC
Vacancy posted 1 day ago
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