Wealth Management Client Services Coordinator
Beacon Hill Staffing Group
Beacon Hill in North Bend, WA is seeking a Client Services Coordinator to support Financial Advisors, process service requests, coordinate documents, and ensure clients receive a consistently high level of service. You will work closely with advisors and internal teams to manage accounts, DocuSign requests, and documentation while maintaining organized records and contributing to client projects. This role offers exposure to wealth management and a collaborative team environment. #J-18808-Ljbffr Beacon Hill Staffing Group
Vacancy posted 3 days ago
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