Client Experience Specialist — Financial Services
Edelman Financial Engines
Edelman Financial Engines is seeking a Client Services teammate to partner with the Financial Planner, delivering high-level client service and ensuring smooth administration of accounts. The role focuses on coordinating meetings, handling paperwork, and maintaining confidential client information while upholding the firm's core values and standards. A strong finance background and excellent communication are required. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Client Experience Specialist — Financial Services in Kirkland, WA vacancy
$15k
...and ethics, and delivering outstanding service to our clients and each other. We support a friendly... ...as we work to improve our clients' financial well-being, we also work to strengthen... ...diploma, GED or comparable work experience. Post-Secondary education preferred....SuggestedHourly payWork experience placementLocal areaD.A. Davidson
Bellevue, WA2 days ago$55k - $60k
...State Farm team member, which gave me the experience needed to build a strong, people-focused... ...dedicated to providing exceptional service to our customers. We are currently seeking... ...great team member. This busy insurance and financial services office has a passion to make a...SuggestedFor contractorsWork at officeImmediate startMonday to FridayFlexible hoursState Farm
Bothell, WA1 day ago$56k - $70k
...agency dedicated to providing exceptional service to our customers. We are currently... ...projects. Qualifications: Previous experience in a receptionist or customer service role... ...great team member. This busy insurance and financial services office has a passion to make a...SuggestedFor contractorsWork at officeDavid Strasser - State Farm Agent
Bothell, WA5 days ago$45k - $65k
...agency dedicated to providing exceptional service to our customers. We are currently... ...projects. Qualifications Previous experience in a receptionist or customer service role... ...help customers with their insurance and financial services needs, including Auto Insurance...SuggestedFor contractorsWork at officeCheryl Granger - State Farm Agent
Bothell, WA2 days ago$19 - $20 per hour
...As a State Farm Agent with 19 years of experience and a career that began in an agent's office... ...in 1991 I've built this team around service, education, and long-term relationships.... ...help customers with their insurance and financial services needs, including: Auto insurance...SuggestedHourly payFor contractorsWork at officeRelocationFlexible hoursJoel Hensel - State Farm Agent
Bothell, WA2 days ago- ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of... ...Team Member. We have 17 years of combined insurance experience in our office. Our agency has received awards including:...For contractorsWork at officeImmediate startMonday to Friday
Autumn Nelson - State Farm Agent
Bothell, WA2 days ago $21 per hour
...next level?\" Join our top tier Workplace Experience Host Team at CBRE, where you'll... ...white glove hospitality to employees and clients, creating a wonderful workplace environment... ...responsible for providing world-class customer service to the clients and visitors of a...Hourly payFull timeWork at officeVisa sponsorshipFlexible hours- ...role runs Monday through Friday from 8:00 AM to 4:00 PM, offering $26-$28 per hour, depending on experience. The position emphasizes exceptional resident-focused service and professional communication. The receptionist greets visitors, handles calls and emails, and provides...Hourly payFull timeMonday to Friday
$20.1 - $28.14 per hour
...will represent the city, and our values of service, integrity, accountability, belonging... ...responsive professional to join the Customer Experience team. The Customer Experience... ...down. Complete data entry assignments, financial reports, and registration reports as requested...Hourly payShift workNight shiftWeekend workCity of Redmond, WA
Redmond, WA2 days ago$21.57 - $27.36 per hour
...Customer Experience Specialist At Tesla, our Customer Experience Specialists are at the heart... ...Provide the highest level of customer service to all current and future owners Perform... ...benefits ~401(k) and other financial benefits ~ Dependent Care Flexible Spending...Full timeTemporary workPart timeSeasonal workWork at officeLocal areaFlexible hoursWeekend workAfternoon shiftTesla
Bellevue, WA1 day ago$35k - $95k
...Member to support the agency in delivering top-notch customer service. The role involves establishing and maintaining customer relationships... ...ideal candidate will have excellent communication skills and experience in customer service. This position offers a salary between $35...Work at office$55k - $115k
...professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an... ...through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced...For contractorsWork at officeState Farm
Bellevue, WA1 day ago$40k - $60k
...Insurance And Financial Services Position - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional... ...through value-based conversations and remarkable customer experiences. If you are a motivated self starter who thrives in a fast-...For contractorsWork at officeTheresa Nguyen PLLC
Bellevue, WA5 days ago$55k - $85k
...providing top-tier business solutions. This role involves servicing an existing portfolio of 5,000 business clients, developing new relationships through referrals... ...abilities. Customer service or sales experience is preferred. Self-motivated and goal-oriented...Weekly payELEVATED
Bothell, WA2 days ago$40k - $60k
...based conversations and remarkable customer experience. If you are a motivated self starter who... ...prompt, accurate, and friendly customer service. Service can include responding to... ...Enthusiastic about the role insurance and financial products play in helping people manage the...For contractorsWork at officeMatt Flinn - State Farm Agent
Redmond, WA5 days ago- ...across six continents. Job Description The Customer Experience Representative serves as the primary point of contact for... ...quotes with relevant internal stakeholders and providing customer service support throughout execution — ensuring a seamless handoff...Full timeWork at officeFlexible hours
Expeditors
Bellevue, WA25 days ago $1,000 per month
...generate the kind of exceptional customer experiences that reinforce the growth of a... ...agency. Your attention to detail, customer service skills, and desire to help people make you... ...'re Hiring! This busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startFlexible hoursState Farm
Redmond, WA16 hours ago$40k - $60k
...based conversations and remarkable customer experience. If you are a motivated self starter who... ...prompt, accurate, and friendly customer service. Service can include responding to... ...Enthusiastic about the role insurance and financial products play in helping people manage the...For contractorsWork at officeState Farm
Redmond, WA16 hours ago$60k - $90k
...State Farm team member, which gave me the experience needed to build a strong, people-focused... ...marketing relevant products and services. Grow your career as you better... ...great team member. This busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startMonday to FridayFlexible hoursState Farm
Bothell, WA1 day ago$80k - $120k
...building lasting relationships with clients will set you apart. This position... ...relationship-building abilities. Experience in sales or customer service preferred. Goal-oriented and motivated... ...customers with their insurance and financial services needs, including:...Hayk Tadevosyan - State Farm Agent
Bellevue, WA5 days ago$55k - $80k
...proactively marketing relevant products and services. Grow your career as you better... ...-oriented and able to multitask. Experience in customer service or sales preferred.... ...'re Hiring! This busy insurance and financial services office has a passion to make a...For contractorsWork at officeFlexible hoursState Farm
Redmond, WA15 hours ago- Expeditors in the United States is seeking a Customer Experience Representative to be the primary contact for customers after a spot quote is executed within the Americas. You will coordinate quotes with internal stakeholders and support the seamless handoff from pricing...
- Louis Vuitton is seeking a highly motivated Client Advisor to deliver memorable experiences to a discerning clientele and act as an ambassador of the Brand in-store. You will tailor each interaction to needs, elevate the client experience, and build lasting relationships...Hourly pay
- ...hiring to model and deliver a distinctive and delightful customer experience. You will register sales on the assigned cash register,... ...customers with courteous, fair, friendly, and efficient checkout service. You engage customers by greeting them and offering assistance...Flexible hours
- Apple Retail in Bellevue, WA is seeking a Specialist to build brand loyalty by delivering an exceptional customer service experience. You’ll inquire about customer needs, recommend Apple products and services, and help customers own their Apple journey. As a Specialist...
$21 per hour
...Afterburn Coaching. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $21.... ...guests. Delivering an exceptional and versatile sales and service experience to all members and guests, generating inspiration...Full timePart timeCasual workFlexible hours$19.5 per hour
...life-changing results. Responsibilities Demonstrate dedication to ensuring maximum member experience satisfaction. Consistently strive for and achieve outstanding member service while consistently meeting and/or exceeding key performance standards. Promote enthusiasm for...Full timePart timeCasual workLocal areaFlexible hours$60k - $90k
...proactively marketing relevant products and services. Grow your career as you better your... ...Detail-oriented and able to multitask. Experience in customer service or sales preferred.... ...team member. This busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startMonday to FridayAutumn Nelson - State Farm Agent
Bothell, WA5 days ago$56k - $65k
...proactively marketing relevant products and services. Successful agency that has been in... ...-oriented and able to multitask. Experience in customer service or sales preferred.... ...great team member. This busy insurance and financial services office has a passion to make a...For contractorsWork at officeState Farm
Bothell, WA1 day ago- Seattle Coffee Gear is hiring a Coffee Specialist to provide expert, hands-on customer experiences on the sales floor. You will guide customers through brewing methods, espresso fundamentals, and equipment choices while delivering practical, accessible demonstrations that...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Specialist — Financial Services. Be the first to apply!
Related searches
- benefits customer care representative Kirkland, WA
- benefit customer service representative Kirkland, WA
- client service consultant Kirkland, WA
- customer service representative insurance Kirkland, WA
- customer service representative data entry Kirkland, WA
- customer service associate Kirkland, WA
- customer relations associate Kirkland, WA
- warehouse customer service representative Kirkland, WA
- customer service specialist Kirkland, WA
- customer service rep part time Kirkland, WA