Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Client Service & Advisory in Seattle, WA vacancy
  • $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... 
    Suggested
    Work at office

    Pathstone

    Bellevue, WA
    2 days ago
  • $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... 
    Suggested
    Full time
    Work at office
    Local area

    Whittier Trust Company

    Seattle, WA
    2 days ago
  • $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... 
    Suggested
    Work at office
    Remote work
    3 days per week
    1 day per week

    Valid8 Financial, Inc.

    Bellevue, WA
    2 days ago
  • 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

    Financial Advisory Partners

    Bellevue, WA
    4 days ago
  • $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... 
    Suggested
    Work at office

    One Oak Wealth Management

    Seattle, WA
    1 day ago
  • 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... 

    One Oak Wealth Management

    Seattle, WA
    1 day ago
  • $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    4 hours ago
  •  ...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 Partners
    Work at office

    Financial Advisory Partners

    Bellevue, WA
    4 days ago
  •  ...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

    JP Morgan Chase

    Seattle, WA
    2 days ago
  • $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 pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    1 day ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Seattle, WA
    1 day ago
  • $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

    Vodia Ventures

    Seattle, WA
    4 days ago
  •  ...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

    JPMorgan Chase

    Seattle, WA
    2 days ago
  • $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

    Freestone Capital Management

    Seattle, WA
    3 days ago
  • $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 time
    Summer work
    Work at office

    Freestone Capital Management

    Seattle, WA
    4 days ago
  • $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 work
    Work experience placement
    Local area

    Morgan Stanley

    Seattle, WA
    2 days ago
  • $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 placement
    Work at office
    Local area
    Flexible hours

    Wedbush

    Seattle, WA
    2 days ago
  • $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 time
    Work at office
    Remote work

    Asset One Wealth Management

    Seattle, WA
    3 days ago
  • 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... 

    Socket.dev

    Seattle, WA
    2 days ago
  • 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 work
    Work at office
    Flexible hours

    ep wealth advisors

    Seattle, WA
    2 days ago
  • $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... 

    Edelman Financial Engines

    Bellevue, WA
    3 days ago
  • $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

    Corps Team

    Seattle, WA
    2 days ago
  • $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... 

    Wedbush

    Seattle, WA
    2 days ago
  • 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 time
    Contract work
    3 days per week

    Motion Recruitment

    Seattle, WA
    13 hours ago
  • $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... 

    PowerToFly

    Seattle, WA
    1 day ago
  • $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 work
    Work at office
    Work from home

    Coldstream Wealth Management

    Seattle, WA
    4 days ago
  • 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 work
    3 days per week

    Motion Recruitment

    Seattle, WA
    23 hours ago
  • $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 time
    Work at office
    Flexible hours

    UBS

    Bellevue, WA
    23 hours ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    Bellevue, WA
    4 days ago
  • $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

    Telepathy Inc

    Seattle, WA
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate: Client Service & Advisory. Be the first to apply!