Client Service Associate

What you’d do

Support financial advisors and their teams by handling client requests, resolving inquiries, and keeping account information and documentation current. Full time role in Seattle, with a willingness to obtain Series 7 and 66 or 63/65 licenses. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• High School Diploma/Equivalency
• Strong writing, interpersonal and client service skills
• Two or more years of industry experience preferred