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
- 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...SuggestedWork at office
- Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington... ...as a liaison with custodians, and managing vital client relationships. The ideal candidate... ...individuals seeking to grow in the wealth management field. #J-18808-Ljbffr...Suggested
- ...CO. INCORPORATED in Seattle seeks a Client Specialist to provide outstanding client service and operational support. You will coordinate onboarding, manage communication, and assist with... ...influencing the success of Baird's Private Wealth Management team. The ideal...SuggestedHourly payWork at office
- JPMorgan Chase is looking for a Client Associate to join their team in Seattle, WA. In this role, you'll support Financial Advisors in delivering wealth management services to ultra-high net worth clients. Your tasks will include client onboarding, account maintenance,...Suggested
- First Tech Federal 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 manage client relationships, workflows, and operational excellence across...Suggested
$150k
Atrium is seeking a Client Advisor in Seattle to manage relationships with high-net-worth clients, providing exceptional service and comprehensive wealth management solutions. The role demands strong client service skills, the ability to work in a collaborative environment...Work at office- 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
- Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch to support Financial Advisors in sales, marketing and daily operations. The role requires superior interpersonal and multi-tasking skills and the ability to work...
$96k - $102k
...Description Addison Avenue Investment Services, the investment division of First... ...Credit Union, is seeking an experienced Client Services Specialist to support a well-established... ...professional who thrives in a fast-paced wealth management environment and wants to play a...Work experience placementWork at office- ...Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role... ...continues to grow it offers clients, employees and advisors a unique... ...the highest quality of service. We get to know our clients very...Work at office
- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$78k
...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... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...Remote job$150k
...Client Overview Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They... ...investment, wealth planning, and family office services with a focus on long-term relationships, discretion...Work at office$125k - $150k
...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$105k
...Client Overview: Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They... ...investment, wealth planning, and family office services with a focus on long-term relationships, discretion...Hourly pay- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Emerald Advisors is seeking a Client Service Administrator to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to be the face of our firm through the account onboarding and day-to-day...
$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...$60.5k - $90k
EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...Flexible hours- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based client experience, and grow... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration...
- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management. Demonstrate... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client...
- Atrium Staffing is seeking an Associate Client Advisor for their Seattle office. This role involves supporting high-net-worth clients, ensuring exceptional service, and assisting with comprehensive wealth management solutions. The ideal candidate will have 2-3 years of...Work at office
$50k - $60k
...States, Europe, and Asia. The firm advises clients on complex regulatory, litigation, and... ...are seeking a highly professional and service-oriented Receptionist to join our Seattle... ...to delivering outstanding service while managing multiple responsibilities with discretion...Temporary workFor contractorsWork at officeLocal area- RBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing... ...skills. You will be responsible for assisting with account management, demonstrating compliance, and maintaining client relationships...
$60k - $70k
...Who We Are Mindful Support Services is a mental health... ...marketing, billing, and patient management for over 2,300 providers serving... ...The Account Relationship Sales Specialist, known internally as Onboarding... ...Operations, Credentialing, and Client Services — to ensure a...Full timeContract workPrivate practiceWork at officeMonday to FridayFlexible hours- ...the Role At Garde Capital, wealth management is a process, not an event.... ...evaluation of each client’s full financial picture, create... ..., and progress updates. Our service model is about more than customer... .... The Client Operations Specialist plays a critical role in delivering...Work at office3 days per week
- 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...Work at office
- 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... ...and 4-7 years of experience in financial services, with excellent communication and...
$125k - $175k
...The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible... ...requirements. Investment Management Assist the Senior Client Advisor in...Temporary workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist, Wealth Management. Be the first to apply!
- insurance customer service advisor Seattle, WA
- senior customer service advisor Seattle, WA
- customer service representative hiring Seattle, WA
- customer service representative data entry Seattle, WA
- customer associate Seattle, WA
- customer service representative 1st shift Seattle, WA
- customer retention representative Seattle, WA
- customer happiness specialist Seattle, WA
- customer advisor Seattle, WA
- virtual customer service advisor Seattle, WA

