Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Specialist - Financial Planning Support

$54k - $71k

Edelman Financial Engines

Edelman Financial Engines in Kirkland is seeking a Client Service Associate to provide exceptional service while collaborating with Financial Planners. The ideal candidate will have a strong financial services background, excellent communication, and client relationship-building skills. Responsibilities include coordinating meetings, managing account activities, and ensuring compliance. The role offers a competitive salary between $54,000 and $71,000, along with performance-based bonuses and additional benefits. #J-18808-Ljbffr Edelman Financial Engines

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Financial Planning Support in Kirkland, WA vacancy
  • PowerToFly is seeking a Registered Client Service Associate in Kirkland, WA, to provide exceptional service to clients and support Financial Advisors. The role involves maintaining client relationships, executing transactions, and onboarding new clients. Qualified candidates... 
    Suggested

    PowerToFly

    Kirkland, WA
    3 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we...  ...extraordinary customer service while maintaining a strong...  ...to meet their financial needs. As a Private...  ...comprehensive financial planning and advice to individuals...  .... Your expertise will support a wide range of... 
    Suggested

    Chase

    Bothell, WA
    2 days ago
  •  ...Management - Private Client Advisor - Redmond, WA...  ...extraordinary customer service while maintaining a strong...  ...to meet their financial needs. As a Private Client...  ...comprehensive financial planning and advice to...  .... Your expertise will support a wide range of clients... 
    Suggested

    Aumni

    Redmond, WA
    3 days ago
  •  ...Client Relationship Consultant At U.S. Bank, we're...  ...make better and smarter financial decisions and enabling the communities we support to grow and succeed. We...  ...and loan products and services, and recommending solutions...  ...-funded retirement plan ~ Paid vacation (from... 
    Suggested
    Temporary work

    U.S. Bancorp

    Redmond, WA
    4 days ago
  • $21.32 - $32.49 per hour

     ...Sr Financial Services Representative - Weekends Off! As a top-performing financial institution...  ...deliver a memorable experience through our Client Service Standards, ensuring consistent...  ...QC). May maintain a cash drawer to support teller transactions. Responsible for... 
    Suggested
    Monday to Friday
    Flexible hours

    Default Brand

    Bellevue, WA
    2 days ago
  • $25.49 - $38.36 per hour

     ...About the Role As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the...  ...communication/client service plan. Gain knowledge of and leverage... 
    Hourly pay
    Work experience placement
    Work at office

    Robert W. Baird & Co. Incorporated

    Seattle, WA
    10 hours ago
  • AO Garcia Agency is seeking individuals to guide clients through their options and help set them up for success. This role offers a unique...  ...warm lead environment. The company provides training, ongoing support, and the flexibility to work from home. Candidates should... 
    Remote work
    Work from home

    AO Garcia Agency

    Redmond, WA
    3 days ago
  •  ...EOE, including disability/vets Fleet Services by Cox Automotive keeps your fleet moving! Headquartered in Indianapolis...  ...accident repair, paint, refurbishment, and heavy mechanical repair. Supported by a 24/7 in-house call center, FSCA provides maintenance... 
    Currently hiring

    Fleet Services by Cox Automotive

    Seattle, WA
    2 days ago
  •  ...Client Relations Specialist (Onsite Print Production Manager) Position Summary ABC Imaging is seeking...  ...staff to ensure exceptional client service and high-quality deliverables....  ...Partner with Major Account Managers to support client relationships, including client... 

    ABC Imaging

    Seattle, WA
    6 days ago
  • $19 - $25 per hour

     ...business dedicated to providing top-notch services to homeowners and businesses. Our team...  ...team. This role is vital for ensuring our clients receive exceptional service from their...  ...customers providing friendly and professional support, ensuring a high level of customer... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Flexible hours
    Shift work
    Day shift
    Afternoon shift

    Mr Handyman

    Kirkland, WA
    14 hours ago
  •  ...Client Experience Specialist Are you ready to join a team that is redefining...  ...Specialist to support a team that is...  ...delivering unparalleled service. As a Client Experience...  ...of two years of financial services experience....  ...a retirement savings plan, backup childcare, tuition... 

    Chase

    Bellevue, WA
    2 days ago
  •  ...The Client ExperienceSpecialist is a service-mindful professional who manages all non-licensed...  ...is 100% remote and will support various markets,...  ...transaction management and financial tools.Analytical Thinking...  ...benefits, AD&D401(k) savings plan with company matchPaid Time... 
    Contract work
    Temporary work
    Remote work
    Worldwide
    Relocation

    Anywhere Real Estate

    Seattle, WA
    1 day ago
  • $21 - $24 per hour

    ​​ Client Service Representative - Center for Bird and Exotic Animal Medicine (CBEAM) Compensation...  ...nineteen veterinarians and about forty support staff! We are a 24/7 emergency and...  ...effectively with clients regarding our wellness plans and ability to set up a Claw Plan... 
    Hourly pay
    Full time
    Currently hiring
    Work at office
    Local area
    Shift work
    Weekend work
    Day shift
    Afternoon shift

    Ethos Veterinary Health

    Bothell, WA
    4 days ago
  •  ...JAK Travel Agency is seeking a remote Client Experience Specialist to support clients with scheduling and service-related communication. The role focuses on engaging directly with clients and providing a structured support experience. Candidates will manage client communications... 
    Remote work

    JAK Travel Agency

    Seattle, WA
    1 day ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have...  ...customer service while maintaining a strong...  ...solutions to meet their financial needs. As a Private Client...  ...comprehensive financial planning and advice to...  .... Your expertise will support a wide range of clients... 

    Chase

    Seattle, WA
    4 days ago
  • $37.78 - $41.72 per hour

     ...Off (34 days per year), Retirement Plan Union Representation: This...  ...to homelessness, DESC is a social services organization, supportive housing operator, and licensed behavioral...  ...DEFINITION We are looking for a Client Engagement Specialist (CES) who will work within the... 
    Hourly pay
    Permanent employment
    Full time
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work

    DESC (Downtown Emergency Service Center)

    Seattle, WA
    2 days ago
  • $37.78 - $41.72 per hour

    DESC, a leader in addressing homelessness, seeks a Client Engagement Specialist in Seattle, WA, to enhance client support in health services. This full-time role involves engaging with clients, crisis intervention, and maintaining a safe clinic environment. Applicants should... 
    Hourly pay
    Full time

    DESC

    Seattle, WA
    14 hours ago
  •  ...seeking a full-time professional in Bellevue to support a private wealth team. This role involves maintaining client management systems, educational outreach to clients...  ...meetings. The ideal candidate will ensure service excellence for private wealth clients while coordinating... 
    Full time

    UBS

    Bellevue, WA
    3 days ago
  •  ...days per year), Retirement Plan Union Representation: This...  ...DESC (Downtown Emergency Service Center) is a nonprofit organization...  ...: We are looking for a Client Engagement Specialist (CES) who will work within...  ...clinics operated by DESC that support a variety of clinical staff... 
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work
    Weekend work

    Downtown Emergency Services Center

    Seattle, WA
    2 days ago
  • Join Us as a Client Services Specialist at GFI-Team Ikigai Position: Client Services Specialist About...  ...organization committed to transforming financial literacy and empowering communities...  ...with extensive training and exceptional support, to enable both personal and... 
    Remote job
    Flexible hours

    GFI-Team Ikigai

    Bellevue, WA
    3 days ago
  •  ...have time for what matters most to you. Supportive Environment: Join a nurturing community...  ...Dedication to delivering exceptional customer service experiences. Strong communication and...  ...as you advance your career in client service leadership. Don’t miss out on this... 
    Work from home
    Flexible hours

    Medium

    Bothell, WA
    14 hours ago
  • $70.16k - $101.3k

     ...Perkins Coie is searching for a Client Administrative Specialist who will primarily provide...  ...and workflow support for client-specific projects...  ...a member of the Business Services Center (BSC). In addition...  ...discretionary bonus, 401(k) plan, medical, dental, and vision... 
    Work at office

    Perkins Coie LLP

    Seattle, WA
    4 days ago
  • LPL Financial LLC is seeking a full‑time in‑office employee to support financial advisors associated with the company. This role provides an excellent opportunity...  ...Responsibilities include daily communication with advisors and clients, handling account requests, and offering... 
    Full time
    Work at office

    LPL Financial LLC

    Seattle, WA
    3 days ago
  • Overview Join JPMorgan Private Client as a Client Experience Specialist to support a team dedicated to delivering unparalleled service. In this role you partner with Relationship Managers...  ...Minimum of two years of financial services experience. Demonstrated experience... 

    JPMorganChase

    Bellevue, WA
    2 days ago
  • Fairygodboss is seeking a Client Experience Specialist to join the JPMorgan Private Client team in Bellevue, WA. In this role, you'll support Relationship Managers in delivering high...  ...will have a minimum of two years in financial services and demonstrate exceptional... 

    Fairygodboss

    Bellevue, WA
    2 days ago
  •  ...continues to grow it offers clients, employees and advisors a...  ...the highest quality of service. We get to know our clients...  ...knowledge to create customized financial, investment and tax plans, and manage their...  ...Planners Provide administrative support during the financial... 
    Work at office

    Apella Wealth

    Bellevue, WA
    1 day ago
  • Customer Service Representative page is loaded## Customer Service Representativelocations:...  ...professional manner* Fill in during staff shortage* Support shift lead in completing punch-list items...  ...evolving processes, we ensure that our clients experience unmatched service excellence... 
    Hourly pay
    Shift work

    SBM Management Services, LP

    Redmond, WA
    1 day ago
  •  ...Opportunity Employer, disabled/Veterans encouraged to apply*** Fleet Services by Cox Automotive keeps your fleet moving! Headquartered in...  ...repair, paint, refurbishment, and heavy mechanical repair. Supported by a 24/7 in‑house call center, FSCA provides scheduled and... 
    Currently hiring

    Fleet Services by Cox Automotive

    Seattle, WA
    1 day ago
  •  ...Client Service Specialist We are seeking a customer-focused and detail-oriented Client Service Specialist to deliver exceptional support and ensure a positive client experience. In this role, you will serve as the primary point of contact for clients, addressing inquiries... 
    Work at office
    Remote work
    Flexible hours

    Stella May Contracting, Inc.

    Seattle, WA
    1 day ago
  •  ...Client Experience Specialist Are you ready to join a team that is redefining...  ...Specialist to support a team that is...  ...delivering unparalleled service. As a Client Experience...  ...of two years of financial services experience....  ...incentive compensation plan that is paid on an annual... 

    JPMorgan Chase

    Bellevue, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Financial Planning Support. Be the first to apply!