Wealth Management Client Support Specialist
Oppenheimer & Co Inc
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch to support Financial Advisors in sales, marketing and daily operations. The role requires superior interpersonal and multi-tasking skills and the ability to work independently or as part of a small team. The candidate should meet FINRA registrations within six months and have 3+ years of relevant experience. #J-18808-Ljbffr Oppenheimer & Co Inc
- ...CO. INCORPORATED in Seattle seeks a Client Specialist to provide outstanding client service and operational support. You will coordinate onboarding, manage communication, and assist with... ...influencing the success of Baird's Private Wealth Management team. The ideal...SuggestedHourly payWork at office
- UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings. The...SuggestedWork at office
- Bank of America in Bellevue, WA, is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors. The role focuses on handling client requests, education on bank services, and ensuring compliance with bank policies. The position...SuggestedWork at office
- JPMorgan Chase is looking for a Client Associate to join their team in Seattle, WA. In this role, you'll support Financial Advisors in delivering wealth management services to ultra-high net worth clients. Your tasks will include client onboarding, account maintenance,...Suggested
- Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington... ...as a liaison with custodians, and managing vital client relationships. The ideal... ...motivated individuals seeking to grow in the wealth management field. #J-18808-Ljbffr...Suggested
- ...Federal Credit Union, Addison Avenue Investment Services, is seeking an experienced Client Services Specialist to support a high-quality financial advisor team in Bellevue. You will help manage client relationships, workflows, and operational excellence across the full...
$80k - $84k
...services firm in Seattle is seeking a detail-oriented client services professional to join its growing team.... ...strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and...$150k
Atrium is seeking a Client Advisor in Seattle to manage relationships with high-net-worth clients, providing exceptional service and comprehensive wealth management solutions. The role demands strong client service skills, the ability to work in a collaborative environment...Work at office- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...
$78k
...we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...- Medium is seeking a dependable Travel Services Support Advisor for a fully remote position. This role focuses on assisting clients with travel inquiries and managing requests to ensure a smooth experience. You will respond to inquiries, coordinate travel details, and maintain...Remote jobFlexible hours
$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...Remote job$96k - $102k
...Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team with a long... ...client-focused professional who thrives in a fast-paced wealth management environment and wants to play a meaningful role in...Work experience placementWork at office- ...Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role... ...continues to grow it offers clients, employees and advisors a unique... ...Provide administrative support during the financial planning...Work at office
- ...About the job Client Support Specialist Overview We are hiring a Customer Relations Specialist to support clients with travel planning... ...and well suited for individuals who enjoy helping others, managing details, and working in a flexible environment. You will...Remote workFlexible hours
$26.5 per hour
...BIPOC-led, family-centered, and supportive of employees. As a full-time... ...our team. The Resident Support Specialist at YWCA are officially titled Resident, Guest, and Client Support Specialists due to the... ...clutter or food. Manages all required administrative records...Hourly payFull timeWork at officeImmediate startShift workNight shiftAfternoon shift$30 - $45 per hour
...DesktopSupport Specialist Support Services Jobs with David Evans and Associates: At David Evans and Associates, Inc.(DEA),Support Services... ...Experience with Active Directory, Microsoft 365, or endpoint management tools Familiarity with ticketing systems and IT documentation...Work at officeLocal areaFlexible hours$30.28 - $37.5 per hour
...Sinclair Digital is hiring a Product Support Specialist! Join Sinclair Digital, the innovation engine behind the largest and most diversified... ...crucial role in providing technical support for our Content Management System and our News station’s websites and mobile apps. They...Hourly payFull timeWork experience placementH1bLocal areaFlexible hoursShift work- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...
- 1st Security Bank is seeking an adaptable team member to provide staffing, customer service, and operational support at multiple locations. You will help branches staff coverage, train teams, and assist with seasonal business needs while upholding security and policy compliance...Seasonal work
- Summary Serves as a Biomedical Equipment Support Specialist (BESS) within the Healthcare Technology Management (HTM) department at VA Puget Sound Health Care System. Works in support of the medical equipment management program, troubleshooting and performing planned maintenance...Permanent employmentFor contractorsApprenticeshipInternshipWork at officeLocal areaRemote workRelocation packageMonday to Friday
- ...Europe (Ireland, Netherlands, Poland, United Kingdom). We support our clients with a strong recruitment model and a sincere commitment to... ...deliver findings to Operations, Training, and internal partner management teams. Calibrate auditing processes between partner and...
$65k - $70k
TOPS - Regional Facilities Support Specialist Seattle, WA Company Overview Asset Living is a third‑party management firm with a proven partner in fostering thriving communities... ...us drive innovation and results for our clients and communities across the US. At Asset...Permanent employmentFor contractorsLocal areaMonday to Friday- Systems Support Associate Overview This role combines an operational understanding of GRE Management's systems with relevant accounting responsibilities for new development multi... ...assigned critical Yardi cases through Client Central and ensures resolution is achieved...Full timeWork at officeLocal areaMonday to FridayWeekend work
$79k - $158k
...center of everything we do. Summary DCIM Support Specialist - Nlyte Software, a wholly owned... ..., combines market‑leading data center management software with global building and energy... ...programs for internal teams and high‑profile clients while ensuring consistent, high‑...Temporary workRemote workMonday to Friday- Who We Are Aldridge is a leading Managed Service Provider (MSP) offering scalable IT and... ...it into a trusted partner for its clients. With a strong reputation for delivering... ...infrastructure and achieve their business goals. IT Support Specialist Aldridge is a forward-thinking...Local areaRemote work
- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based client experience, and grow... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration...
$60.5k - $90k
EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...Flexible hours- ...IT Support Specialist At BRINC, we are redefining public safety with an innovative ecosystem of life-saving tools. Our journey started... ...how IT operates as we scale. You will implement our endpoint management platform and build standard device images across a mixed environment...Work at officeRemote workFlexible hours
- ...About the Team The IT Services and Support team is responsible for providing seamless,... ...organization. We handle frontline IT support, manage vendor relationships and equipment... ...experience. About the Role As an IT Support Specialist, you will be the first point of contact...Work at officeRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Support Specialist. Be the first to apply!
- insurance customer service advisor Seattle, WA
- senior customer service advisor Seattle, WA
- customer service representative hiring Seattle, WA
- customer service representative data entry Seattle, WA
- customer associate Seattle, WA
- customer service representative 1st shift Seattle, WA
- customer retention representative Seattle, WA
- customer happiness specialist Seattle, WA
- customer advisor Seattle, WA
- virtual customer service advisor Seattle, WA

