Client Services & Planning Associate
Apella Wealth
Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's Degree. Responsibilities include managing client correspondence, processing paperwork, and ensuring organization within the team. This is an excellent opportunity for a self-starter who thrives in a fast-paced environment. #J-18808-Ljbffr Apella Wealth
Vacancy posted 3 days ago
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