Associate - Bellevue, WA
1 month ago

Job summary
The Associate plays a critical role in delivering a seamless, high-touch experience to our clients. This position supports Client Advisors while serving as a trusted point of contact for high-net-worth and affluent families.Qualifications
- Prior experience in the financial/investment industry preferred
- Proficient communication skills, both written and verbal, and confident interpersonal skills with clients and with the team
Job description
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