Wealth Management Client Onboarding Specialist
Emerald Advisors, LLC
Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington. This role involves coordinating onboarding for new clients, serving as a liaison with custodians, and managing vital client relationships. The ideal candidate will have a Bachelor's degree in finance or business and 3+ years of industry experience, coupled with excellent organizational and communication skills. This position offers a competitive salary with bonus opportunities, making it a promising career for motivated individuals seeking to grow in the wealth management field. #J-18808-Ljbffr Emerald Advisors, LLC
- ...CO. INCORPORATED in Seattle seeks a Client Specialist to provide outstanding client service... ...operational support. You will coordinate onboarding, manage communication, and assist with... ...influencing the success of Baird's Private Wealth Management team. The ideal candidate...SuggestedHourly payWork at office
$85k - $105k
Threadline Wealth is an independent SEC‑registered investment adviser... ...combine sophisticated wealth management and investment solutions with a highly personalized client experience. We are a modern... ...payroll administration, recruiting, onboarding/offboarding, employee...SuggestedWork at officeRemote workShift work2 days per week1 day per week- Manage the client intake process from initial contact through matter opening. Conduct preliminary case assessments, coordinate with attorneys, and ensure every prospective client receives a professional, thorough response. What We're Looking For Strong communication skills...Suggested
$52k - $62k
Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks. The ideal candidate should have a Bachelor...SuggestedWork at office- JPMorgan Chase is looking for a Client Associate to join their team in Seattle, WA. In... ...support Financial Advisors in delivering wealth management services to ultra-high net worth clients. Your tasks will include client onboarding, account maintenance, and executing investment...Suggested
- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... .... This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...
- Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our Bellevue, WA office... ...country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking...Work at office
$125k - $200k
...talent acquisition. The ideal candidate will have 5+ years of recruiting experience, particularly in financial services, and will manage the entire recruitment process, ensuring a best-in-class candidate experience. Compensation ranges from $125,000 to $200,000, plus...- Freestone Capital Management is seeking an experienced Advisor Recruiter to drive recruitment efforts for financial advisors. This role requires strong experience in financial services recruitment and emphasizes relationship-building and strategic management. The recruiter...
- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity...
$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$90k - $100k
...Consulting, located in Mercer Island, WA, is seeking a full-time Client Advisor to join their financial services team. The ideal... ...experience in a service-oriented profession. Responsibilities include managing client relationships, supporting Financial Advisors, and office...Full timeWork at office- Talent Acquisition Specialist / Interpreter Onboarding Universal Language Service is seeking a full-time Talent... .../Onboarding Specialist to manage our high volume recruitment efforts... ...office to meet and greet interpreters or clients that visit our main offices. Provide...Full timeContract workFor contractorsWork at officeRemote workFlexible hours
$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding clients, ensuring investment objectives are achieved, and executing trading transactions....$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$48.93k - $61k
AppleOne Employment Services is seeking a Client Services Specialist in Redmond, WA, perfect for a professional excels in building client relationships... .... The role involves responding to queries, coordinating onboarding, and supporting account activities. You'll serve as the...- Client Success Onboarding Specialist (WA) Fully Remote - WA Job Type Full-time Description Client Success Onboarding Specialist (Remote - WA) About... ...Onboarding Specialist, you will be responsible for managing the implementation and training of our solutions for new...Full timeRemote work
- Deal Exchange, LLC is searching for a highly motivated Client Success Onboarding Specialist in Washington. The successful candidate will oversee client... ...equivalent experience, along with 2+ years in customer service or account management. #J-18808-Ljbffr Deal Exchange, LLCRemote job
$69k
...Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote,...Remote jobWork from homeFlexible hours$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- EchoMark in Bellevue, Washington is looking for a Recruiting Specialist to drive full-cycle recruiting across both R&D and GTM functions. You will partner with leadership to hire top-tier talent in a fast-paced, startup environment. The ideal candidate must have over 5...
$125k - $200k
...believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14.5 billion in assets under management. Headquartered in...Summer workInternshipWork at office$85k - $100k
...Creative, Content, Finance, Corporate, and other business functions. Manage recruiting for the CEO's Family Office, including professional... ...checks, and manage offer negotiations through successful onboarding. Deliver an exceptional candidate experience through proactive...Part timeWork at officeWorldwide- 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... ...face of our firm through the account onboarding and day-to-day management of valuable client...
- ...Location: About Lodging Dynamics: Lodging Dynamics Hospitality Group is a national hospitality management company serving the hospitality industry for over 30 years! Lodging Dynamics Hospitality Group operates hotels across many states and among several brands...Work at officeLocal area
- ...Coordinator - Equipment Hire (Belleview, WA) Be the central link between clients, drivers, and the yard—join LGC’s Equipment Hire team and keep... ...every time. The Role We’re seeking a Business Coordinator to manage the end‑to‑end hire process—from contracts and scheduling to...
- 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...
- ...Equipment Hire is seeking a dedicated Business Coordinator in Bellevue, WA. This role is crucial in managing the end-to-end hire process, ensuring smooth operations between clients, drivers, and yard staff. The ideal candidate will possess strong organisational and...
- Benefits and Leave Management Specialist TerraPower is a nuclear technology company based in Bellevue, Washington. At its core, the company is working to raise living standards globally through a more affordable, secure, and environmentally friendly form of nuclear energy...Permanent employmentTemporary workLocal areaRelocation package
$50 per hour
...recruitment support as a recruiting business partner and client lead. This position manages the end-to-end hiring process, including sourcing,... ...orientation activities for new employees to ensure a smooth onboarding experience. Perform exit interviews with departing employees...Contract workTemporary workWork at office
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