Wealth Management Client Service Associate - Seattle/Bellevue
$60k - $70kOppenheimer & Co Inc
Oppenheimer & Co Inc is seeking a Registered Client Service Associate in Seattle or Bellevue. This role supports Financial Advisors with client relations and daily operations in a wealth management practice. Candidates should have 3+ years of relevant experience, strong organizational skills, and the ability to manage multiple tasks effectively. Compensation ranges from $60,000 to $70,000 per year with additional benefits including health and wellness programs. #J-18808-Ljbffr Oppenheimer & Co Inc
$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently... ...Service Associate for their Seattle or Bellevue branch office in Washington. The... ...day-to-day operations of a growing wealth management practice. This role requires superior...SuggestedLocal area$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...SuggestedFull time$60k - $70k
...investment bank and full service broker-dealer. With... ...advisory and asset management services. Job... ...Co. Inc.’s Private Client Division is... ...Registered Client Service Associate for their Seattle or Bellevue branch office in... ...operations of a growing wealth management practice...SuggestedFull timePart timeLocal area$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under...SuggestedSummer work$30 - $33.65 per hour
...financial solutions across our Wealth Management, Capital Markets, Futures,... ...Advanced Clearing & Prime Services divisions. Headquartered in... ...our continued growth. Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support...SuggestedWork experience placementWork at officeLocal areaFlexible hours$80k - $95k
ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for... ...offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more... ...ensure clients’ needs are being met Manage individual client web portals and educate...Full timeH1bWork at office$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...$31.4 - $38.6 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with... ...data into the CRM (Salesforce); manage data accuracy and integrity and...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures. Key...
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork at officeFlexible hours$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate... ...is an integral member of the Wealth Management team, helping to advance our commitment...InternshipWork at officeRemote 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 for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office$60k - $70k
A leading financial services firm is seeking a client associate in Seattle. This role involves maintaining client information systems, educating clients on services, and preparing reports for meetings. Ideal candidates will have 1-3 years of client service experience in...$65.5k
Location: Seattle, WA Position Summary We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird Norton Wetherby (LNW)... ...high-net-worth individuals and families manage and grow their wealth through financial planning,...Full timeContract workWork experience placementWork at officeRemote workFlexible hours$50k - $73k
...for a culture that puts its clients and associates first: a culture where... ...You'll Be Doing Client Services Associate (Registered) assists... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeFlexible hours$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...$70k - $110k
Parcion Private Wealth partners with business owners... ...to delivering legendary service and impact. Parcion Private... ...operations and client service. We are seeking... ...accordance with firm policies. Manage projects and oversee... ...NE 24th St, Suite 210, Bellevue, WA 98005 Parcion...Full timeTemporary workLocal areaMonday to Friday- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will... ...'s Degree. Responsibilities include managing client correspondence, processing paperwork...
- ...Job Description Job Description Client Service Associate Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals,... ...Service Associate (CSA)to join the Bellevue office. This person will work closely...Work at office
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies, and institutions... ...Transparency details US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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$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.... ...and/or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through... .../or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area- Washington Trust Bank is seeking a Relationship Associate to provide administration and support for client relationships in Seattle, WA. This role involves working closely with the Wealth Management team to maintain high service levels and ensure all client needs are met....
- Morgan Stanley is seeking a Registered Client Service Associate in Seattle. In this role, you will provide exceptional service to clients while supporting... ...to client service. The role includes onboarding, managing inquiries, and administrative support functions. #J-188...Work at office
- A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...Full time
$60k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Temporary workWork at officeLocal area$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is a...Private practice$32.21 - $44.27 per hour
...We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support...Hourly payFull timeH1bWork at officeHome officeVisa sponsorship
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