Client Services Coordinator – Financial Services (Direct Hire)
Location: Kirkland, WA (Onsite)
Schedule: Full-time, Monday–Friday
Compensation: $23–$27/hour

About the Role:

Do you enjoy being the go-to person who keeps everything running smoothly? Are you detail-oriented, organized, and love helping clients feel supported? We’re looking for a Client Services Coordinator to join our team in Kirkland, bringing warmth, professionalism, and precision to every interaction.

In this role, you’ll ensure clients have a seamless experience while supporting internal teams with accurate, timely service. If you thrive in a structured environment where your efforts make a visible impact, this is the role for you.

What You’ll Do:

Manage client service tasks such as distributions, RMDs, and beneficiary updates using Salesforce.

Communicate with internal teams to make sure client needs are met efficiently and accurately.

Provide professional, friendly support to clients via phone, email, and in person.

Keep detailed records and ensure follow-through on all service items.

Collaborate with advisors and departments to continuously improve the client experience.

Suggest process improvements to help the team work smarter.

What We’re Looking For:

2+ years in wealth management, insurance, or a related client-facing role.

Strong organizational skills and attention to detail.

Excellent communication skills and professional phone/email etiquette.

Salesforce proficiency required; experience with Microsoft Office, Slack, Google Workspace, or databases a plus.

A calm, steady personality with a focus on teamwork and client care.

Why You’ll Love Working Here:

Vacation: 3 weeks in your first year (4 weeks after), 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.

A supportive, client-focused team that values your contributions.

If you’re ready to make a real impact and grow in a collaborative, structured environment, we’d love to meet 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_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne 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_Participation_Poster_ES.pdf

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.