Benefits Client Associate: Enrollments, Onboarding & Support
IMA Financial Group
IMA Financial Group in Bellevue, WA is seeking a Client Associate-1 to provide foundational support to employee benefits clients by assisting enrollments, billing, documentation, and system updates. Under close supervision you will progress through structured training, gain benefits knowledge, and support renewals, onboarding, and client inquiries while developing your professional skills in a collaborative team environment. #J-18808-Ljbffr IMA Financial Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Benefits Client Associate: Enrollments, Onboarding & Support in Bellevue, WA vacancy
$35.63k - $85k
...Registered Client Service Associate Registered Client Service... ...to our clients and support Financial Advisor(s)... ...team Educating or enrolling clients in digital tools... ..., eAuthorization) Onboarding and maintaining... ...comprehensive employee benefits and perks in the...SuggestedTemporary workWork at officeLocal areaWork visa$35.63k - $85k
...DescriptionRegistered Client Service Associates provide exceptional... ...to our clients and support Financial Advisor(s)... ...PWA/teamEducating or enrolling clients in digital... ...eSign, eAuthorization)Onboard and maintain client... ...comprehensive employee benefits and perks in the...SuggestedTemporary workWork at officeLocal areaWork visa$35.63k - $85k
...Description Registered Client Service Associates provide exceptional... ...to our clients and support Financial Advisor(s)... .../team Educating or enrolling clients in digital tools... ..., eAuthorization) Onboard and maintain client... ...employee benefits and perks in the industry...SuggestedTemporary workWork at officeLocal areaWork visa$60k - $70k
...impact through exceptional client service, Coldstream... .... As a Client Service Associate, you'll work alongside... ...the new client onboarding process: Opening brokerage... ...bonus and a generous benefits package. Benefits... ...our collaborative and supportive culture. We’ve created...SuggestedTemporary workWork at office$53k - $56k
Client Associate Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks... ...and documentation standards. Supports onboarding of new clients by executing checklist...SuggestedTemporary workInternshipLocal areaFlexible hours$90k - $110k
...Jones, we’re a purpose-driven, client-focused team committed to... ...documentation related to client onboarding, implementation, and ongoing... ...pride in providing exceptional support to clients and the team... ...-birthing parent) Adoption benefits Anniversary milestone celebrations...Full timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Seattle, WA16 days ago$54k - $72k
...dollar invested has a job to do for our clients. That’s why we are committed to managing... ...greeting clients, appointment preparation, and supporting the completion of required paperwork.... ...can share more about the specific benefits eligible for this role during the hiring...- ...Motion Recruitment Our client, a major investment... ...for a Client Services Associate to join their team in... ...Service Associate to support our growing business.... ...data entry in order to onboard client accounts and process... ...Accounting/Auditing Benefits Medical insurance Vision...Contract work3 days per week
$55k - $95k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...and/or FA/PWAEducating or enrolling clients in digital tools (e.... ...and comprehensive employee benefits and perks in the industry. There...Temporary workWork at officeLocal areaWork visa$35.63k - $85k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships... ...client when processing requests Onboard and maintain client accounts, including... ...attractive and comprehensive employee benefits and perks in the industry. There’s also...Temporary workWork at officeLocal areaWork visa- ...Stanley in the United States is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle money movements, onboarding, account inquiries, and education on digital...
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson... ...and team performance, and benefits including medical, dental,... ...with the advisor/team to support their clients Work within... ...manage new client account onboarding process including SMA and alternative...Temporary workWork at officeFlexible hours$49.5k - $77k
...financial advisors and our clients. As a Client Associate/Registered Client... ...research and resolve problems, onboard new accounts, process and... ...compensation and flexible benefits, such as 401(k) program with... ...paid-time off. Leaders who support your development through coaching...Full timeFlexible hoursRBC Capital Markets LLC
Kirkland, WA8 hours ago$49.5k - $77k
...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management... ...research and resolve problems, onboard new accounts, process and... ...competitive compensation and flexible benefits, such as 401(k) program with... ...paid-time off.Leaders who support your development through...Flexible hoursRBC
Kirkland, WA5 days ago- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ..., is seeking a Client Service Associate to support their advisory team. This is a client-... ...asset transfers Support new client onboarding, including agreements, custodial forms...Full time
JCW Group
Seattle, WA23 hours ago - ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client... ...worth clients, provide proactive support to advisors, and take... ...service needs Facilitate client onboarding and account maintenance, ensuring...Full timeWork at office
JCW Group
Seattle, WA2 days ago $80k - $100k
...bound to act in our clients' best interests —... ...Development Associate (CDA) plays a key... ..., ensuring their onboarding experience is seamless... ...administrative support experience... ...—$100,000 USD Benefits: Mercer Advisors... ...contributions if enrolled in either HDHP medical...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Seattle, WA5 days ago$22.64 per hour
...Description Job Description Job Title: Client Services Associate Reports To : Client Services... ...referrals for current employees. Benefit Offerings: Medical, Dental, Vision,... ...through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeWork experience placementImmediate start$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of... ...our comprehensive compensation and benefit offerings including: ~ Flexible... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hoursInvesco
Seattle, WA3 days ago- 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... ...anticipatory guidance and a smooth, high-touch experience. Manage onboarding, account updates, cash movements, documentation, and...Work at office
- Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Kirkland, WA. You will help manage client relationships, process transactions, and answer non-investment inquiries while maintaining accuracy in documentation and digital tools...Full time
- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...Support Team. Support advisor transition and onboarding-related projects as needed. Maintain confidentiality...Full timeWork at officeMainspring Wealth Advisors LLC
Seattle, WAa month ago- ...Management, offers U.S. based clients and their advisors the... ...needs.As a Client Associate in J.P. Morgan... ...provide dedicated business support to Financial Advisors... ...responsibilities:Own the client onboarding and account... ...also offer a range of benefits and programs to meet employee...Local area
JP Morgan Chase
Seattle, WA3 days ago - ...OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will... ...fostering strong relationships with clients, while also supporting the internal team to enhance client satisfaction and retention...Work at officeWork from home2 days per week3 days per week
CyberCoders
Seattle, WA4 days ago - ...Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients and delivering holistic, well-rounded care. This is an excellent opportunity to grow within the financial...Full timeH1bWork at office
Composition Wealth
Seattle, WA2 days ago - ...Job Description: You will serve as a key point of contact supporting client relationships and service interactions, providing operational... ...Generate and substantiate reports for meetings Mentor junior associates and be a model of values and quality of work Core...Full timeH1bWork at office
Composition Wealth
Seattle, WA2 days ago $365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional... ...to ten paid Holidays, and family care benefits. More information regarding benefits and...Full timePerkins Coie
Bellevue, WA5 days ago$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management... ...and resolve problems, onboard new accounts, process and maintain... ...bonuses and flexible benefits, competitive compensation, commissions... ...applicable Leaders who support your development through...Full timeFlexible hours$60.2k - $90.4k
...Client Relations Associate We are seeking a Client Relations Associate to join... ...provide ongoing service and support for Delta Dental of... ...Delta Dental at meetings and benefit fairs, and troubleshoot and... ...Dental and conduct employee enrollment meetings and presentations...Contract workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Benefits Client Associate: Enrollments, Onboarding & Support. Be the first to apply!
Related searches