Client Services Associate for Financial Advisory
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Seattle. In this role, you will provide exceptional service to clients while supporting Financial Advisors and their teams. Strong interpersonal skills are essential to build trusted relationships and assist clients with their needs. The ideal candidate will have knowledge of financial products, advanced Microsoft Office skills, and a proactive approach to client service. The role includes onboarding, managing inquiries, and administrative support functions. #J-18808-Ljbffr Morgan Stanley
$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA Position Summary Focus Partners Wealth... ...The CSA will support multiple wealth advisory teams. Focus provides team members... ...and assets. Preparing and updating financial schedules and analyses, client presentations...FinancialInternshipWork at officeRemote work2 days per week$50k - $60k
...Oppenheimer & Co. Inc. Private Client Division... ...investment bank and full service broker-dealer. With roots... ...of activities in the financial services industry, including... ...and investment advisory and asset management services... .... Client Service Associate Oppenheimer & Co....FinancialFull timePart timeLocal area$70k - $110k
...committed to delivering legendary service and impact. Parcion Private... ...legendary operations and client service. We are seeking an experienced... ..., escalating as needed to advisory teams. Utilize Salesforce (... ..., problem-solving, and financial interpretation skills. High...FinancialFull timeTemporary workLocal areaMonday to Friday$31.4 - $38.6 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...critical member of the Client Service team, you will work closely with... ...records current Assist advisory team members coming out of client... ...role, experience in the financial services industry is preferred...FinancialHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$65k - $75k
...Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service... ...The CSA will support multiple wealth advisory teams. Focus provides team members... ...and assets. Preparing and updating financial schedules and analyses, client presentations...FinancialFull timeInternshipWork at officeLocal areaRemote work2 days per week$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate... ...experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for...FinancialHourly payContract workWork experience placementWork at office$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our... ...with unique investment strategies and comprehensive financial planning. About the Role We are seeking a detail-oriented...FinancialSummer work$50k - $73k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...meets success. What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and...FinancialWork at officeFlexible hours$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management... ...assets and 26 locations across 14 states. We serve the financial planning and investment strategy needs of high-net-worth individuals...FinancialTemporary workWork at officeFlexible hours$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals in...FinancialTemporary workWork at officeLocal area$55k - $95k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...FinancialTemporary workWork at officeLocal area$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...Financial$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...Financial$30 - $33.65 per hour
...known for delivering innovative financial solutions across our... ...Futures, and Advanced Clearing ″ Services divisions. Headquartered in Los... ...currently seeking a Registered Client ServiceAssociate to provide... ...these characteristics or is associated with someone who isperceived...FinancialWork experience placementWork at officeFlexible hours$40 - $51 per hour
Client Accounting & Advisory Services Senior Associate Who We Are At Sweeney Conrad, our foundation of “people first” begins with our employees—because we know... ...client deliverables, this role provides advanced financial analysis and advisory support, identifies...FinancialHourly payFull timeWork at officeFlexible hours$60k - $70k
...investment bank and full service broker-dealer. With... ...of activities in the financial services industry, including... ...and investment advisory and asset management services... ...& Co. Inc.’s Private Client Division is currently... ...Client Service Associate for their Seattle or Bellevue...FinancialFull timePart timeLocal area- ...Job Description Job Description Client Service Associate Greater Seattle Area About the... ...provides a full suite of investment advisory, planning, and operational support services... ...management, private banking, or financial services client support. Preference...FinancialWork at office
$40 - $51 per hour
...Conrad in Kirkland, Washington, is seeking a Senior Associate for Client Accounting & Advisory Services. In this full-time role, you will lead complex accounting... ...include overseeing accounting activities, financial analysis, and mentoring junior associates. The ideal...FinancialHourly payFull time$65.5k
...Client Associate & Trust Services (Tax/Bill Pay) We are seeking a full-time Client Associate & Trust Services (Tax/Bill Pay) to join our team.... ...integrity, discretion, and reliability when handling sensitive financial and client information Deep technical tax expertise...FinancialFull timeWork experience placementWork at officeFlexible hours$22.64 per hour
...Client Services Associate Seattle, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementFlexible hours$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...Full time$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior to Mid-Level | DC Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw...Private practice- ...CliftonLarsonAllen) is seeking a Controller for our HealthCare Client Accounting and Advisory Services practice in Washington State. As a Controller, you will... ...best practices, manage multiple clients, and prepare financial statements. The position requires a Bachelor’s degree...FinancialFlexible hours
$90k - $110k
...Cost Estimator- Advisory Services About Parametrix Parametrix is a 100% employee-owned consulting firm helping clients deliver resilient infrastructure, vibrant and livable communities... ...) ~ Employee Stock Ownership Plan (financial profit sharing) ~ Performance-based...FinancialTemporary workWork at officeLocal areaRemote workFlexible hours$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading... ...and investment products and services for individuals, companies,... ...and guidance. Merrill's Financial Advisors and Wealth... ...personal relationship with their advisory team committed to their needs...FinancialHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services and the website, CD Valet. Our experienced... ...deliver a boutique bank experience for clients with interwoven personal and business financial...FinancialFull timeWork at office
- ...Accounting Advisory Manager Seattle, Washington | Remote | Full-Time... ...some genuinely interesting clients across the US, from high-growth... ...technical accounting and financial reporting matters Supporting... ...accounting advisory, or transaction services ~ CPA qualification...FinancialFull timeRemote workFlexible hours
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...delivering extraordinary customer service while maintaining a strong commitment... ...investment solutions to meet their financial needs. As a Private Client Investment...Financial
$125k - $150k
...Client Advisor Seattle, WA At Freestone, we... ...strategies and comprehensive financial planning. About the... ...and estate, client service, legal and compliance,... ...develop junior client associates and emerging advisors... ...or financial advisory services, with a proven...FinancialSummer work- A global accounting firm is seeking a Manager in Financial Accounting Advisory Services in Seattle. This role involves addressing complex finance issues and collaborating with clients and teams across industries. The ideal candidate will have a bachelor's degree in accounting...Financial
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