Wealth Management Client Associate
$52,000–$91,520 year
On-site · Seattle, Washington, United States
Job Summary
Wealth Management Client Associate provides client service support to multiple Financial Advisors, educating clients on bank offerings, ensuring timely and accurate client materials, supporting operational excellence and risk management, and deepening client relationships by promoting banking and investment solutions. The role covers day-to-day team activities, including backing up roles during absences or higher workload periods, with a client-first mindset and strong communication. Candidates should be enthusiastic, self-motivated, detail-oriented, able to learn new technology platforms, and capable of delivering an excellent client experience in a fast-paced environment.
Required Qualifications
- High School Diploma or GED or equivalent
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Experience in a client service or financial services environment preferred
- Strong computer skills including Microsoft Word, Excel, PowerPoint, and Salesforce
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