Job Description
Job DescriptionClient Services Coordinator – Financial Services (Direct Hire)
Location: Kirkland, WA (Onsite)
Schedule: Full-time, Monday–Friday
Compensation: $23–$27 per hour
About the Role:
Are you someone who thrives in a structured, client-focused environment where your attention to detail and steady presence make a real impact? Do you enjoy being the go-to person for both clients and internal teams, ensuring every task is handled with care and precision?
We’re seeking a Client Services Coordinator who brings professionalism, warmth, and a collaborative mindset to a team that values consistency, hospitality, and excellence in client care.
Key Responsibilities:
Manage client service tasks such as distributions, RMDs, and beneficiary updates using Salesforce.
Communicate effectively with internal teams to ensure client needs are met with accuracy and care.
Provide professional, relational support to clients via phone, email, and in person.
Maintain detailed documentation and follow-through on all service items.
Collaborate with advisors and other departments to enhance the client experience.
Continuously identify and recommend improvements to systems and processes.
Qualifications:
2+ years of experience in wealth management, insurance, or a related field.
Strong documentation and organizational skills.
Confident communicator with excellent phone and email etiquette.
Proficiency with Salesforce is required.
Experience with Microsoft Office, Slack, Google Workspace, and database tools.
Steady, consistent personality with a focus on teamwork and client care.
Benefits:
Vacation: 3 weeks in the first year (4 weeks thereafter), with rollover or cash-out options.
Insurance: 100% employee coverage for medical, dental, vision, life, AD&D, and LTD.
401(k): 4% employer match with 5% contribution.
If you’re ready to bring your energy, precision, and heart to a team that values what you do, we’d love to hear from you!
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRi…
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_…
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Partici…
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Company DescriptionThis company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.