Client Services Specialist, Wealth Management
$80k - $84kFreestone Capital Management
A financial services firm in Seattle is seeking a detail-oriented client services professional to join its growing team. The ideal candidate will have 2–4 years of client service experience in the financial services industry, strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and responding to client inquiries. This role offers a base salary between $80,000 and $84,000, plus comprehensive benefits and a discretionary bonus. #J-18808-Ljbffr Freestone Capital Management
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...focusing on what truly matters to our clients. With a 26-year history of consistent... ...and success, we are an independent wealth and asset management firm with over $13.5 billion in assets... ...wealth planning, trust and estate, client service, legal and compliance, business...Summer work- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...with a consistent focus on relationship management, not portfolio management Demonstrate a...
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...the West Coast, providing exceptional client service and highly customized investment solutions... ...array of services including investment management, fiduciary, philanthropic, and family... ...be several generations removed from the wealth creators. Our corporate culture is one...Work at office$29 per hour
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...enabling them to preserve their wealth for future generations, and provide... ...Description Responsibilities: Manage end-to-end process of onboarding new clients, from straightforward to the most... ...superior internal and external client service by anticipating client needs,...Permanent employmentTemporary workWork experience placementFlexible hours$71k - $125k
...for small-to-large commercial clients and government entities. Key... ...provides support for exposure management and sources additional... ...administration. The Client Relationship Specialist (CRS) will work within a Bank... ...industry leading customer service in a demanding transactional...Contract workWork at officeRemote workFlexible hoursNight shift- The Downtown Emergency Services Center in Seattle is seeking a Client Engagement Specialist (CES) to join our dedicated team in providing crucial support services... ...challenges. This position will involve 24/7 safety management at various clinic locations, engaging clients,...Afternoon shift
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Description Addison Avenue Investment Services, the investment division of First... ...Credit Union, is seeking an experienced Client Services Specialist to support a wellestablished... ...professional who thrives in a fastpaced wealth management environment and wants to play a meaningful...Work experience placementWork at office- ...Regular Your opportunity As a Client Relationship Specialist (CRS), you have the... ...your passion for customer service to a role and a firm that will... ...of your Client Relationship Manager and Branch Manager, both of... ...experience in Financial Services/Wealth Management and/or closely...Local area
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...guest issue resolution and special requests. Support the Guest Services and the Front Office team with financial and service-related... ...standards. Be knowledgeable and proficient with the property management system. Operate the PBX and Radio paging system according...Hourly payDaily paidSeasonal work$13.13 - $17.74 per hour
...Coordinator to fill this role. Through genuine and intuitive service, we consistently deliver exceptional Seabourn... ...high level of service to all internal and external clients. Provides support to department management staff, as needed. Qualifications Minimum of 1 year...Remote jobHourly payFull timeWork visa
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