Senior Client Relationship Lead - Wealth Advisory & Onboarding
EP Wealth Advisors
EP Wealth Advisors, based in Seattle, is looking for a Senior Client Relationship Associate to lead client interactions and support financial advisory teams. Candidates should have 4-7 years' experience in financial services with strong communication and organizational skills. This role involves managing inquiries and ensuring client satisfaction while adhering to company policies. We offer a competitive salary and substantial benefits including healthcare, retirement plans, and professional development opportunities. #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Relationship Lead - Wealth Advisory & Onboarding in Seattle, WA vacancy
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized... ...services, allowing you to develop strong client relationships while mentoring junior team members. The ideal candidate...Senior
$125.4k - $181.88k
...Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role... ...helping high net worth clients achieve long-term... ...to build lasting relationships with a dedicated... ...experience through client onboarding, financial... ...to 6%), financial advisory services, potential...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
Seattle, WA3 days ago- The Well is seeking an experienced Wealth Manager (CFP) to lead advisory services in Seattle, WA. The role focuses on developing high-trust client relationships, delivering financial planning, and contributing to the firm's growth through business development. The ideal...Senior
- A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional...Senior
$60.5k - $90k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March... ...careers.SummaryThe Senior Client Relationship Associate will partner... ...processingOversee new client onboarding activities including... ...participate and/or lead in team projects,...SeniorTemporary workWork at office- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...Senior
$91.1k - $150.2k
A global consulting firm seeks a Senior in International Corporate Tax Advisory to manage domestic and international tax issues... ...status. Responsibilities include advising clients, leading a team, and fostering client relationships. This role offers a competitive salary...SeniorFlexible hours$116k - $216k
KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate... ...and business development, strong advisory skills, and various financial licenses...Senior- Our client is seeking a Senior Client Relationship Manager, Vice President to join its Alternatives... ...will be responsible for leading sales coverage across a... ...solutions across the wealth management channel. This... ...client experience across onboarding, product education,...Senior
$135k - $200k
A leading professional services firm located in Bellevue, WA is seeking an experienced individual for the role of Subject Matter... ...responsibilities and CPA certification. The ideal candidate will manage client relationships, provide strategic insights, and develop new business...Senior$81k - $85k
...Description: Pathstone is a growing wealth management firm serving ultra... ...by a clear purpose: to help clients pursue their Preferred Life —... ...services include investment advisory, as well as integrated... ...and their other professional relationships concerning money movement, account...SeniorWork at officeFlexible hours$138.57k - $207.85k
Description As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial... ...prospects and calling on relationship clients/prospects to achieve... ...is required. Acts as lead advisor to clients in the coordination...SeniorWork experience placementLocal area- EP Wealth Advisors, Inc in Seattle is seeking a Senior Client Relationship Associate to manage and enhance client relationships. You'll collaborate with various teams and contribute to client satisfaction while developing trusted partnerships. The ideal candidate has a...Senior
$138.57k - $241.11k
A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory...Senior$138.57k - $241.11k
A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role involves overseeing client relationships, identifying business development opportunities, and ensuring risk management compliance. The...Senior- ...locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a... ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing... ...partners, including industry leading advisors. You'll also have the...SeniorWork at office
Charles Schwab
Bellevue, WA3 days ago $140k - $230k
...Project Manager in Kirkland, WA. The role requires managing fire protection projects from planning to execution, emphasizing client relationships and project delivery. Qualified candidates should have 15-18 years of experience in fire protection engineering and possess...Senior- ...industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a... ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing... ...partners, including industry leading advisors. You'll also have the...SeniorWork at office
Charles Schwab Careers
Bellevue, WA18 hours ago - ...oversee fire protection engineering projects from conception to completion. This client-facing role demands strong communication skills and the ability to nurture long-term client relationships. The ideal candidate will have a Bachelor’s degree in Fire Protection...Senior
- ...complex domestic and international tax issues. This role includes providing technical tax advice, building long-lasting client relationships, and leading a dedicated client service team. Candidates should have a strong background in tax due diligence and a US CPA license...Senior
$200k - $250k
A wealth management firm based in Seattle is seeking a Senior Wealth Manager. The role includes overseeing fiduciary relationships, leading financial planning analysis, and partnering with a client service team. Candidates should have 15+ years in the financial services...Senior- ...Cascade AI is excited to announce an opportunity for a Senior Client Relationship Manager to take the lead in managing renewals, driving expansion, and... ...What to Expect in This Role This is not a support or onboarding position. This is a revenue-driven role centering...Senior
- A leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong technical expertise and leadership skills to guide both clients and teams. The ideal candidate has 8-10 years...Senior
$80k - $115k
...for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial plans, and... ...optimal outcomes. The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related field...Senior- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...Senior
$60k - $125k
...the pinnacle of global wealth management. Goldman... ...possess a deep passion for client service and the... ..., you will build deep relationships and orchestrate a seamless... ...include managing new client onboarding, ensuring investment... ...for wealth advisory services for clients...SeniorWork at office$112k - $210k
...Washington ABOUT THE JOB: The Wealth Market Leader is responsible... ...through a team of Private Client Advisors. The Wealth Market... ...and maintenance of partner relationships is critical. ESSENTIAL JOB... ...Mass Affluent client segment, lead lists, and closing on referrals...Temporary workWork at officeFlexible hoursKey Bank
Seattle, WA1 day ago- ...pinnacle of global wealth management.... ...deep passion for client service and the markets... ...our client relationships. OUR IMPACT Wealth... ...and customers, and leading‑edge technology,... ...managing the intricate onboarding of new client... ...for wealth advisory services for clients...SeniorWork at office
$134.43k - $188.21k
## Sr. Client Lead Recruiter, Space VehiclesApplylocations: Greater Seattle Area: Space... ...areas of the business, forging dynamic relationships with business leaders, hiring managers... ...Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug...SeniorPermanent employmentTemporary workLocal areaRelocation$76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management and... ...key responsibilities A senior analyst in FSO EDGE WAM will... ...Support new and existing client relationships Provide compliance and...SeniorSummer holidayWork at officeLocal areaFlexible hoursEY
Seattle, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relationship Lead - Wealth Advisory & Onboarding. Be the first to apply!
Related searches
- senior cost analyst Seattle, WA
- senior computer engineer Seattle, WA
- senior electrical estimator Seattle, WA
- senior program specialist Seattle, WA
- senior manager quality engineering Seattle, WA
- senior software test automation engineer Seattle, WA
- senior design technologist Seattle, WA
- senior director corporate development Seattle, WA
- senior design verification engineer Seattle, WA
- senior director quality Seattle, WA