Client Service Associate - Bilingual English/Mandarin

What you’d do

Support Financial Advisors and their teams by building client relationships, executing money movement transactions, answering non-investment account questions, and preparing account documentation. Full time role in Kirkland, Washington. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Bilingual English/Mandarin
• Willingness to obtain Series 7, 66 or 63/65
• Advanced Microsoft Office skills
• Detail oriented with strong organizational skills