Client Services Specialist - Financial Planning Support
$54k - $71kEdelman 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
- 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
- ...incentive opportunities. As a Client Relationship Specialist (CRS), you have the... ...your passion for customer service to a role and a firm that... ...champion your growth in the financial services industry. You'll... ...for the role, Schwab will support you to become licensed in...SuggestedLocal area
- ...accounting duties that impact city-wide financial records; assist in preparation of semi-monthly... ...requirements, policies and procedures; support cost accounting, capital improvement... ...review by the Accounting or Financial Planning Manager as needed. Timekeeping Serve as...SuggestedContract workWork at officeLocal areaImmediate startFlexible hours
$24.4 per hour
...poverty through comprehensive services, impactful partnerships,... ...in tandem to fill gaps, supporting each family or individual’... ...include food, energy, and financial assistance, housing with case... ...career opportunity: The Client Resource Specialist focusing on Food...SuggestedFull timeImmediate startMonday to FridayFlexible hours- Atrium Staffing is seeking a Client Advisor for their Seattle office to support high-net-worth clients. This role entails managing client relationships and ensuring clients receive thorough guidance and service. The ideal candidate possesses a Bachelor's degree, strong...SuggestedWork at office
$21.32 - $32.49 per hour
Sr Financial Services Representative - Weekends Off! As a top-performing financial institution, Pacific... ...a memorable experience through our Client Service Standards, ensuring consistent... ...QC). May maintain a cash drawer to support teller transactions. Responsible for reviewing...Monday to FridayFlexible hours$25.49 - $38.36 per hour
...Client Specialist 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... ...ongoing communication/client service plan. Gain knowledge of and leverage...Hourly payWork experience placementWork at office$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 payPermanent employmentFull timeWork experience placementWork at officeImmediate startRemote workFlexible hoursShift work$60k - $98k
...Porter has an opening for a Client Account Specialist in the Seattle office. The... ...statistics, prepares supporting documentation, and makes recommendations... ...required. Experience with Financial Management Systems... ...exceptional client service through teamwork and an ability...Work at office$24.92 - $30.46 per hour
Job Description Client Relationship Consultants build relationships... ...and loan products and services, and recommending financial solutions based on each... ...policies, procedures and support systems Proven customer service... ...-funded retirement plan Paid vacation (from two to...Temporary work- Client Relationship Consultant - Responsibilities Client... ...and loan products and services, and recommending... ...follow‑up, inquire about financial needs and channel preferences... ..., procedures and support systems. Thorough knowledge... ...‑funded retirement plan. Paid vacation (two to...Temporary work
- ...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 placementWork at officeImmediate startRemote workFlexible hoursShift workWeekend work
- 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 timeWork at office
- Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting... ...skills, and highly effective customer service capabilities Ability to handle... ...Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with...Temporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients in Seattle. You will build personalized relationships, support clients' financial needs, and champion a culture of diversity...
- 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 jobWork from home
$21.5 per hour
...Animal Clinic in Seattle is seeking a Full-Time Customer Service Representative. This role focuses on client interaction, administrative duties, and requires a... ...ethic. You will work closely with veterinarians and support staff, ensuring a positive experience for clients...Hourly payFull time$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 primary... ...with clients regarding our wellness plans and is able to set up a Claw Plan properly...Hourly payFull timeCurrently hiringWork at officeLocal areaShift workWeekend workDay shiftAfternoon shift- ...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
- ...Schwab Corporation in Redmond is seeking a Client Relationship Specialist (CRS) to enhance customer service and client experience at their local... ...emphasizes personal growth within the financial services industry and offers support for licensing. The ideal candidate will...Local area
- 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 payShift work
$78k
...enthusiasm for helping our clients, taking care of our... ...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...- ...responsibilities Champion and support your teammates'... ...solutions to your clients by relying on leadership... ...deep understanding of financial markets and sound business... ...equivalent financial services experience.... ...commitment to goals‑based planning and advice. A valid and...
- ...enthusiasm for helping our clients, taking care of our... ...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...
$155 per hour
...collaboration, dedication to serving our clients, and mutual respect. We are... ...the Firm’s Trust & Estate Planning practice handling all aspects... ...also provide transactional support to other Real Estate and Land... ..., and to the Private Client Services group generally. Excellent...Hourly payLocal areaRemote workFlexible hours$21 - $25 per hour
DNW DynaCare Northwest Inc. is seeking a Customer Service Representative in Seattle, WA. This position involves acting as a liaison between LabCorp, customers, and patients, while maintaining accurate records and resolving inquiries efficiently. The ideal candidate possesses...Hourly payWork at office- JPMorganChase is seeking a Private Client Investment Associate in Seattle to support Advisors with client service and operational marketing. You will facilitate operational requests, build client relationships, and manage account reviews. The ideal candidate should possess...
- ...Group, based in Bellevue, WA, is seeking a Financial Planner to provide exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes... ...Responsibilities include maintaining financial plans, supporting advisors, and ensuring consistency in...Full time
- A financial services firm is seeking a Financial Advisor in Bellevue, WA, to develop and grow their own practice. The advisor will build relationships with clients, utilize extensive support and resources, and enjoy a flexible schedule. Ideal candidates possess strong...Flexible hours
$65k - $80k
Boutique Recruiting is seeking a Service Advisor in Bellevue, WA to provide exceptional service and support to clients throughout their financial journey. The ideal candidate will have at least... ...premium coverage, PTO, and a 401(k) plan. #J-18808-Ljbffr Boutique Recruiting
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