Registered Client Associate
Socket
D.A. Davidson Companies in Seattle seeks an exceptional Client Associate to support a high-producing team. This role requires outstanding client service, strict confidentiality, and the ability to balance multiple requests with precision. The ideal candidate will have licensing prerequisites (SIE and Series 7/66 or ability to obtain) and solid knowledge of securities, mutual funds, and insurance products, with excellent communication and technical skills. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Client Associate in Seattle, WA vacancy
$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...and insurance products. Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred. Solid...SuggestedHourly payWork experience placementWork at officeLocal areaSocket
Seattle, WA2 days ago$15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and... ...annuities and insurance products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education is preferred. Solid...SuggestedHourly payWork experience placementWork at officeDadavidson
Seattle, WA1 day ago$30 - $33.65 per hour
...providing exceptional, personalized service has been key to our continued growth. Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities Provide sales and...SuggestedWork experience placementWork at officeLocal areaFlexible hoursWedbush
Seattle, WA4 days ago$26.5 - $45 per hour
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Seattle, WA3 days ago- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention to detail, the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...Suggested
Dadavidson
Seattle, WA2 days ago $35.15k - $90k
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Bellevue, WA16 hours ago$65k - $81k
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Bellevue, WA3 days ago- ...FusionTek is seeking a Client Relationship Associate to own a portfolio of clients as the face of the company. Hybrid role with remote work and occasional travel to client meetings in the Greater Seattle area. You'll champion clients, drive retention, and coordinate with...Remote work
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Gallagher Benefit Service
Bellevue, WA3 days ago $25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...Hourly paySeasonal workWork at officeHome officeShift workDay shiftBank of America
Bellevue, WA4 days ago$65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hoursUBS
Bellevue, WA1 day ago- ...You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business... ...to improve efficiency and effectiveness in deliverin Client Associate, Client Service, Service Manager, Associate, Skills, Client Relations...
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$22.64 per hour
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Bellevue, WA1 day ago$22.64 per hour
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Seattle, WA3 days ago$80k - $85k
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Seattle, WA5 days ago$30 per hour
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Seattle, WA3 days ago $22.64 per hour
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Renton, WA5 days ago$28 - $30 per hour
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Seattle, WA2 days ago$80k - $100k
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Seattle, WA2 days ago$70k - $95k
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Seattle, WA22 days ago
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