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Wealth Advisory Client Services Associate

Apella Wealth

Bellevue, WA · Posted October 26, 2026

More in Washington job market · Financial Services & Banking · Customer Success jobs

About the job

...Apella Wealth, a nationwide fee-only RIA, seeks an Account Services Associate to support advisory teams in Bellevue, WA. You will collaborate with CRSs, FPAs and advisors to deliver seamless client service and efficient operations. The role offers growth opportunities...