Client Service Associate
Focus Partners Wealth· Bellevue, WA; Menlo Park, CA; Seattle, WA· 3 days ago
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Position Summary
Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The
Company
Focus Partners Wealth →Job Details
- Location
- Bellevue, WA; Menlo Park, CA; Seattle, WA
- Work Type
- On-site / Hybrid
- Posted
- 3 days ago