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Wealth Advisory: Client Relations Specialist

CliftonLarsonAllen LLP, Bellevue, WA, United States


A national professional services firm is seeking a Client Relationship Associate in Bellevue, WA. This role requires providing excellent customer service, supporting Wealth Advisors, and managing client communications. Candidates should have a Bachelor's degree and at least 3 years of experience in the investment industry. The company offers competitive compensation ranging from $55,000 to $103,000, along with flexible PTO and various wellness benefits. #J-18808-Ljbffr