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
$22.64 per hour
Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$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...SuggestedWork at office$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...SuggestedHourly paySeasonal workWork at officeHome officeShift workDay shift$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 officeShift workDay shift$30 - $36 per hour
...of integrity and ethics, delivering outstanding service to our clients, and encouraging a friendly, open culture. Summary / Function This... ...products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education preferred. Solid technology...SuggestedHourly payWork experience placement$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$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- ...Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's...Work at officeLocal areaShift work
$80k - $100k
Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a HYBRID Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If...Work at officeWork from homeMonday to Friday2 days per week1 day per week- ...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...
$50k - $65k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering...$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork at officeFlexible hours- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...Work at office
- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
- ...A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
$70k - $95k
...Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon–Fri) Compensation: $70,000–$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office- ...Job Title Mailroom Associate Reports To The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational...Temporary workWork experience placementFlexible hours
$22.64 per hour
...Client Services Associate Renton, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementImmediate startFlexible hours$30 - $33.65 per hour
...exceptional, personalized service has been key to our continued growth. Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities Provide sales and...Work experience placementWork at officeLocal areaFlexible hours- Schedule: Hybrid (4 days onsite / 1 day remote) About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate to join a growing investment management team. This role is ideal for professionals with experience in financial services,...Full timeWork at officeRemote work
$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work- We are seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment...
- ...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
- ...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
$75k - $90k
...investment management, financial planning, tax coordination, estate planning support, and family office services into a comprehensive client experience designed to serve high-net-worth individuals, business owners, retirees, and multigenerational families. As one of...Full timeWork at officeRemote work$60k - $70k
...starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career...Temporary workWork at officeWork from homeMonday to Friday$50k - $60k
...investment advisory and asset management services. Job Description 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...Full timePart timeLocal area$144.7k - $195.7k
...draft and negotiate agreements and leases, help support AWS's existing portfolio, manage outside counsel, and advise internal business clients. In addition, you will help develop, implement, and manage process improvements across the team, resolve legal issues that arise in...Contract workWorldwideFlexible hours$131.5k - $178k
...licensing, and vendor engagement and negotiation strategies. This Associate Corporate Counsel will also develop, review and advise on... ...understand and anticipate the key risks we face, partner with your clients to develop and execute appropriate mitigation strategies, and...Flexible hours$131.5k - $178k
...Agentic AI organization, working closely with internal business clients to advise on complex legal issues, support new product and... ...scale quickly. A day in the life In a typical day of an Associate Corporate Counsel in AWS Products Legal, you may conduct meetings...Private practiceFlexible hours
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