Client Service Associate
Company: Joslin Capital Advisors LLC
Posted on: May 24, 2023
When you join Joslin Capital Advisors LLC, you join one of the top independent, fee-only wealth management firms in the Puget Sound area. We are a cohesive team that works hard to give our clients exemplary service. Most of our clients are higher net worth, affluent individuals and families who stick with us for a lifetime. In our firm you will find many challenges and opportunities to develop professionally and contribute meaningfully, in a work environment that is fast-paced, yet friendly and supportive.
**In person work will be required in Redmond, WA. We are set up to work remotely but not 100% of the time.
Position Overview: The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.
Duties & Responsibilities
All your information will be kept confidential according to EEO guidelines.
Keywords: Joslin Capital Advisors LLC, Redmond , Client Service Associate, Other , Redmond, Washington
here to apply!