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High Net Worth Associate
A company is looking for a High Net Worth Service Associate in the Greater Seattle, WA Area. Key Responsibilities Provide exceptional service to high net worth clients Assist clients with account inquiries and transactions Collaborate with internal teams to resolve client issues and enhance service delivery Required Qualifications, Training, and Education Bachelor's degree or equivalent experience Experience in financial services or client service roles Knowledge of investment products and services Ability to work in a fast-paced environment Licensing requirements may apply
A company is looking for a High Net Worth Service Associate in the Greater Seattle, WA Area.
Key Responsibilities
Provide exceptional service to high net worth clients
Assist clients with account inquiries and transactions
Collaborate with internal teams to resolve client issues and enhance service delivery
Required Qualifications, Training, and Education
Bachelor's degree or equivalent experience
Experience in financial services or client service roles
Knowledge of investment products and services
Ability to work in a fast-paced environment
Licensing requirements may apply