Client Associate
FusionTek
FusionTek is seeking a Client Relationship Associate to own a portfolio of clients as the face of the company. Hybrid role with remote work and occasional travel to client meetings in the Greater Seattle area. You'll champion clients, drive retention, and coordinate with Project Managers, Sales, and Leadership to deliver value. The role requires strong communication, proactive problem-solving, and CRM proficiency, with opportunities for hands-on ownership from day one. #J-18808-Ljbffr
- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SuggestedLocal area
$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...insurance products. Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred. Solid...SuggestedHourly payWork experience placementWork at officeLocal area- ...RH Gallery in Seattle is seeking a Client Services Associate to deliver luxury service and help clients find the right RH solution. You will greet guests, respond to inquiries, and connect clients with experts based on their needs, both in the Gallery and via phone or...Suggested
- ...D.A. Davidson Companies in Seattle seeks an exceptional Client Associate to support a high-producing team. This role requires outstanding client service, strict confidentiality, and the ability to balance multiple requests with precision. The ideal candidate will have...Suggested
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$27.88 - $39.9 per hour
...About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist Profit Formula Financial...Work experience placementWork at office$26.5 - $45 per hour
...About the Role Provides client service support to one or more Financial Advisors, serving as the most frequent point of contact within Merrill to address client service needs and support enterprise strategic objectives, operational excellence goals, and client advocacy...Hourly paySeasonal workShift workDay shift$50k - $65k
...Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support...$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time- TravisMathew is seeking a Client Associate to maintain in-store sales and service excellence in our Bellevue shop. You will deliver friendly, knowledgeable service, connect with clients, and help hit sales and KPI targets while upholding brand standards. The role requires...Afternoon shift
- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Hourly payWeekend workAfternoon shift
- ...fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Senior Client Relationship Associate As a Senior Client Relationship Associate (CRA...Temporary workWork at officeFlexible hours
- Bank of America in Washington State seeks a Client Services Specialist to support Financial Advisors, delivering premier service and helping educate clients on banking and investment offerings. You will ensure timely, accurate client materials, manage requests, strengthen...
$65k - $80k
...infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our goals collaboratively. Growth Mindset: We are focused on...Immediate startRemote work$50k - $65k
Role Description Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client... ...roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of...Temporary workInternshipLocal areaFlexible hours$15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality... ...products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education is preferred. Solid technology...Hourly payWork experience placementWork at office$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Hourly payWeekend workAfternoon shift
$65k - $85k
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Full timeWork at officeLocal areaFlexible hoursShift work
$35.63k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention to detail, the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...
$35.63k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- Client Associate At J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage...Local area
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
$35.15k - $90k
...Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(... ...coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/...Full timeTemporary workWork experience placementLocal area$29 - $33 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payFull timeWork at officeLocal area$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day...Full timePart timeLocal area$80k - $85k
...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role: Responsible...Work at office
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