Client Service Specialist - Financial Planning
$54k - $72kEdelman Financial Engines, LLC
Edelman Financial Engines is seeking a client services professional to deliver high-level service to clients, coordinate meetings, and support account activity. The ideal candidate has finance knowledge, strong communication, and the ability to adapt to changing priorities while maintaining confidentiality. Base salary ranges from 54,000 to 72,000 USD with annual target bonuses and additional bonus opportunities; benefits discussed during hiring. #J-18808-Ljbffr Edelman Financial Engines, LLC
$96k - $102k
...Description Addison Avenue Investment Services, the investment division of... ..., is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team with a long-... ...engagement initiatives Investment & Planning Support Prepare materials,...SuggestedWork experience placementWork at office- Raymond James in Kirkland, WA seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle multi-channel communications, scheduling, and data management to keep client services efficient and accurate...Suggested
- ...Restore Expert in Kirkland, WA, to create welcoming experiences for clients and drive sales in a health-focused environment. This part-time... ...a high school diploma and at least one year of customer service experience, along with strong organizational skills. Responsibilities...SuggestedPart timeFlexible hours
$21.32 - $32.49 per hour
Sr Financial Services Representative - Weekends Off! As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care... .... You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction,...SuggestedMonday to FridayFlexible hours- ...Join Us as a Client Services Specialist at GFI-Team Ikigai Position: Client Services Specialist About GFI-Team Ikigai GFI-Team Ikigai is a leading organization committed to transforming financial literacy and empowering communities across the globe. We offer innovative...SuggestedRemote workFlexible hours
- ...Apella continues to grow it offers clients, employees and advisors a unique experience... ...to offering the highest quality of service. We get to know our clients very... ...that knowledge to create customized financial, investment and tax plans, and manage their investments. We...Work at office
$48.93k - $61k
Job Summary A direct hire Client Services Specialist opportunity is available in Redmond, WA, within the financial services industry. This role is ideal for a client-focused professional who enjoys building strong relationships, coordinating account activity, and helping...- ...Credit Union, Addison Avenue Investment Services, is seeking an experienced Client Services Specialist to support a high-quality financial advisor team in Bellevue. You will help... ...materials preparation, data maintenance in planning software, trade facilitation, and...
- Bank of America in Bellevue, WA, is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors. The role focuses on handling client requests, education on bank services, and ensuring compliance with bank policies. The position emphasizes...Work at office
- A leading financial services firm seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will engage clients, build relationships, and provide advice tailored to their needs. Ideal candidates have at least 2 years in a financial...
- J.P. Morgan Chase is seeking a Private Client Advisor in Redmond, WA, to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions. You will require at least 2 years in a Financial...
- Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington. This role involves coordinating onboarding for new clients, serving as a liaison with custodians, and managing vital client relationships. The ideal candidate will have a...
$48.93k - $61k
AppleOne Employment Services is seeking a Client Services Specialist in Redmond, WA, perfect for a professional excels in building client relationships. The role involves responding to queries, coordinating onboarding, and supporting account activities. You'll serve as...$20.76 per hour
...human, housing, educational and cultural services to diverse communities, specializing in service... ...-worth. Sea Mar is an advocate for its clients and aims to achieve industry-leading,... ...ability to adjust focus. Hourly - Hourly Plan, 20.76 USD Hourly What We Offer:...Hourly payFull timeWork at officeDay shift- UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings. The...Work at office
- ..., audits, and researches accounting and financial data from various sources. Verifies the... ...systems (e.g., damage reimbursements, special services). Coordinates with external agencies and... ...by the Accounting Manager or Financial Planning Manager. Provides annual audit...Work at officeLocal area
$24.4 per hour
...to exit poverty through comprehensive services, impactful partnerships, and advocacy... .... These include food, energy, and financial assistance, housing with case management... ...go to The career opportunity: The Client Resource Specialist focusing on Food Enrollment primarily...Full timeImmediate startMonday to FridayFlexible hours- ...Kirkland, WA, is seeking dedicated team members to join their medical team and provide quality care. You will be actively supporting client services and maintaining a clean clinic environment while embracing the company's core values. The ideal candidates will be flexible,...Flexible hours
- Tschetter 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 building long-term client relationships through a thoughtful planning process. Responsibilities...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 communication...Flexible hours
$45k - $75k
...Financial Services Representative Join our team of Financial Services Representative where you... ...Investor Centers. Supercharge your early planning and advice career at Fidelity with paid... ...an ability to thrive face to face with clients in a fast-paced environment The...Full timeWork at office1 day per week$19 - $25 per hour
...are growing handyman business dedicated to providing top-notch services to homeowners and businesses. Our team is passionate about delivering... ..., close-knit office team. This role is vital for ensuring our clients receive exceptional service from their first phone call to post...Hourly payFull timeWork at officeRemote workFlexible hoursShift workDay shiftAfternoon shift$21 - $24 per hour
...Client Service Representative - Center for Bird and Exotic Animal Medicine (CBEAM) Compensation: $21.00-24.00/hr based on job experience... ...to communicate effectively with clients regarding our wellness plans and ability to set up a Claw Plan properly. Processes end...Hourly payFull timeCurrently hiringWork at officeLocal areaShift workWeekend workDay shiftAfternoon shift$16.5 - $28 per hour
Les Schwab Tire Centers in Bellevue, WA is seeking a Sales & Administration Clerk to support both sales and store operations. You will greet customers, discuss needs, provide quotes for tires and wheels, and refer questions to the right team member. This role also handles...Hourly pay- ...Credit Union is seeking an Associate Financial Advisor in the Seattle area to provide personalized investment services and guidance to its member clients. You will perform portfolio reviews,... ...solutions, and support financial planning for retirement accounts and education...
$50k - $110k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities ~ Develop leads, schedule appointments, identify customer needs, and market appropriate...For contractorsWork at office$19.8 - $30.26 per hour
...and growing, Bluemercury pioneered a client‑first service model that emphasizes hyper‑personalized... ...its purpose to be the ultimate specialist in the beauty of every individual. For... ...Assistance Program (mental health and financial literacy resources). Colleague Resource...Hourly payFull timePart timeFlexible hoursAfternoon shift$24.92 - $30.46 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey... ...to make better and smarter financial decisions and enabling the communities... ...and loan products and services, and recommending financial... ...and employer-funded retirement plan ~ Paid vacation (from two...Temporary work- KeyCorp in Bothell is seeking a Licensed Private Client Banker to serve clients with comprehensive financial planning and advice. You'll develop and maintain strong client relationships while ensuring compliance with banking regulations. The ideal candidate will possess...Hourly pay
- KeyBank is seeking a Private Client Banker in Bothell, WA, to deliver financial solutions to clients with up to $2M in investable assets. The successful candidate will focus on building long-term relationships, providing tailored financial advice, and ensuring client satisfaction...
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