Client Services Specialist

About the role

A growing wealth management firm in the Seattle, WA area is seeking a Client Services Specialist for a direct hire opportunity. This role is ideal for a service-oriented professional who enjoys building relationships, managing details, and supporting clients in a highly professional financial services environment. The Client Services Specialist will serve as a trusted point of contact for clients while partnering closely with advisors, operations teams, custodians, and internal departments. This position offers the opportunity to build a long-term career in wealth management, gain exposure to client relationship management, and contribute to a collaborative team focused on accuracy, responsiveness, and exceptional client care. This is a strong opportunity for someone who values positive teamwork, supportive leadership, professional growth, and meaningful client relationships.

Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely, professional, and personalized support.
• Assist with client onboarding, account setup, documentation, paperwork processing, and follow-up communications.
• Schedule client meetings, prepare materials, draft correspondence, and support advisors with ongoing client relationship management.
• Maintain accurate client records, account information, service documentation, and activity notes within internal systems.
• Coordinate with advisors, operations teams, custodians, and internal departments to ensure client requests are completed accurately and on time.
• Support client events, meetings, presentations, and process improvement efforts that enhance the overall client experience.

Pay

$52,000 to $62,000 per year.

Schedule

Direct hire, full-time position in Seattle, WA.