About this opportunity
Claire Myers Consulting lists this Wealth Management Associate - Client-Centric Operations opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client inquiries, processing trades, and assisting with insurance applications. Applicants should have 3–5 years of experience in investment operations and possess strong communication skills. This role offers a competitive salary range of $70,000–$110,000 along with comprehensive health coverage and a 401(k) match.
#J-18808-Ljbffr
Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.