Wealth Management Client Associate: Client Service & Advisory
Bank of America
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 client relationships, and operate with a client‑first mindset while aligning with bank policies and risk controls. #J-18808-Ljbffr Bank of America
$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$75k - $90k
...Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately... ...exceptional client service and highly customized investment... ...services including investment management, fiduciary, philanthropic,... ...removed from the wealth creators. Our corporate culture...SuggestedFull timeWork at officeLocal area$63k - $86k
Threadline Wealth is an independent SEC-registered... ...wealth management and investment solutions... ...personalized client experience. We are... ...collaboration across advisory, investment, operations, and client service teams. Role Summary... ...Client Service Associate partners with Wealth...SuggestedWork at officeRemote work3 days per week1 day per week- Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding...Suggested
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon... ...One Oak Wealth Management is a boutique wealth advisory firm looking for an experienced operations professional...SuggestedWork at office- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the... ...personal relationship with their advisory team committed to their...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...boutique financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial... ...a Registered Client Service Associate who is adaptable, detail-oriented... ...in the position. #J-18808-Ljbffr Financial Advisory PartnersWork at office
- ...ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business... ...to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide...Local area
$26.5 - $45 per hour
About the Role Provides client service support to one or more Financial Advisors, serving as... ...operational excellence, protect clients, and manage risk. Identify, deepen, and maintain... ...Business Development Client Solutions Advisory Pipeline Management Prioritization...Hourly paySeasonal workShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global...Local area
$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters... ...consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management....Summer work$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly... ...consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management...Full timeSummer workWork at office$35.15k - $90k
...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...registered or unregistered Client Service Associate responsibilities at the request of the...Temporary workWork experience placementLocal area$30 - $33.65 per hour
...innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial...Work experience placementWork at officeLocal areaFlexible hours$65k - $80k
At Asset One Wealth Management, we believe wealth management should be coordinated, proactive, and relationship-driven. Our... ...coordination, estate planning support, and family office services into a comprehensive client experience designed to serve high-net-worth...Full timeWork at officeRemote work- 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...
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June... ...opportunities for our associates to learn, grow and enhance... ...careers. Senior Client Relationship Associate... ...executed within defined service level agreements Research...Temporary workWork at officeFlexible hours
$50k - $65k
...invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly... .... As a member on the Client Services team, you’ll play a pivotal role... ...Edelman Financial Engines, LLC. All advisory services provided by Financial...$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$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...- 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
$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...$60k - $70k
...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...Temporary workWork at officeWork from home- Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-...Contract work3 days per week
$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... ...UBS is a leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours$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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal 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:...Work at office
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