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UHNW Client Services & Onboarding Specialist

Parcion Private Wealth

A leading wealth management firm in Bellevue, WA, is seeking a Client Service Specialist to ensure exceptional service to UHNW clients. Responsibilities include client onboarding, account administration, and maintaining electronic records. The ideal candidate will have 3–5+ years of experience in wealth management, excellent communication skills, and strong attention to detail. This full-time position offers a competitive salary and comprehensive benefits, emphasizing career development and teamwork. #J-18808-Ljbffr Parcion Private Wealth

Vacancy posted more than 2 months ago

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