Beacon Pointe Advisors in Redmond, WA is seeking a Senior Client Service Associate to support a high-touch wealth-management client experience. You will independently manage complex client-service tasks, account administration, and coordination with Wealth Advisors and the Client Service Manager to ensure timely resolution of multi-step client matters.
The role requires robust judgment, excellent follow-through, and proficiency in CRM systems, MS Office, and account workflows.
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📌 Senior Client Service & Wealth Operations Specialist Western Australia
🏢 Beacon Pointe
📍 Western Australia
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