Client Service Associate
Parcion Private Wealth
Bellevue, washington
Client Service Specialist
Parcion Private Wealth is looking for a dynamic individual to assist in our firm’s promise to help clients reach their goals and aspirations. We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS) to join our firm. The CSS works closely with our entire Advisory Department, Operations and the Investment Management Department to diligently craft every aspect of the client experience.
The Client Service Specialist is one of the firm’s most critical client relationship team members. The CSS’s primary focus is to manage the day to day operations and provide support on all matters pertaining to client relations and account administration. The CSS assists by developing and nurturing client and team relationships, training and mentoring entry level associates, and continuously assessing current processes and suggesting or implementing process changes to improve the...