Wealth Operations & Client Services Associate
Royal Bank of Canada
Royal Bank of Canada Wealth Management in Seattle is seeking a Complex Operations Associate to help complex branch offices run efficiently. You will handle cashiering duties and ensure accuracy of client transactions, while collaborating with branch personnel to support daily operations and customer service. The role offers training, development, and opportunities to grow within a global financial institution. #J-18808-Ljbffr Royal Bank of Canada
- Apella Wealth, a nationwide fee-only RIA, seeks an Account Services Associate to support advisory teams in Bellevue, WA. You will collaborate with CRSs... ...FPAs and advisors to deliver seamless client service and efficient operations. The role offers growth opportunities,...Operations
- Bear Mountain Capital is hiring for an Operations Associate to support both operational and client service functions under the direction of the Director of Operations... ...full-time, in-office role requires 3+ years in wealth management operations or related fields, a...OperationsFull timeWork at office
- Company: Auxano Advisors RedBalloon posts jobs on behalf of client companies Job Summary The Senior Client Service Associate (“CSA”) is a key operational resource for the Wealth Advisors (“WA”) and Senior Wealth Advisors (“Sr. WA”), providing for client needs of any complexity...OperationsMonday to Friday
$82k - $90k
...the work is highly collaborative and client-focused — no call centers, no... ...Role: We are hiring a second Client Service Associate because the operational side of the firm is growing fast. This... ...Qualifications: Two or more years in RIA or wealth management operations. You have...OperationsContract workWork at office$90k
...Mountain Capital is a holistic wealth management firm serving clients through comprehensive financial... ...supports Bear Mountain Capital’s operational and client service functions, reporting directly... ...compliance, and execution. The Associate’s responsibilities will include...OperationsFull timeWork at office$75k - $85k
Job Description: Client Service and Operations Associate A growing wealth management firm in Bellevue, WA is seeking a RIA Client Service and Operations Manager to support client service, operations, and administrative functions for an office of approximately five team...OperationsPermanent employmentFull timeWork at officeMonday to Friday- ...Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job... ...Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Operations
$80k - $85k
...rethinking possibilities for our clients. By delivering the combined... ...About the Team: The Client Service team is part of a small boutique... ...portfolio management team, operations, trading and distribution to... ...for our next Client Service Associate to support our growing business...OperationsFull timePart timeWork at officeFlexible hours- ...building life-long relationships with clients through a commonsense approach... ...to providing exemplary client service and pod support, the Senior Client Service Associate is entrusted with ownership of a... ...area that supports how the firm operates. This role is expected to...OperationsWork at officeFlexible hours
$22.64 per hour
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... ...path into facilities management, corporate hospitality, and operations leadership. Compensation The expected compensation is an...OperationsFull timeTemporary workPart timeWork experience placement- ...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... ...clients and the day-to-day operations of the team while gaining hands-...OperationsWork at officeWork from home
$65k - $75k
...Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service... ...is an integral member of the Wealth Management team helping to advance our... ...of investment products and investment operations is desired. ~ Notable attention to...OperationsFull timeInternshipWork at officeLocal areaRemote work2 days per week$26 per hour
Reports To: The Client Services Lead will report to the Client Services Supervisor, Client Services... ...office and mail services, delivering operational functions in the following areas:... ...transactions. Performs duties associated with shipping and receiving of materials...OperationsFull timeTemporary workPart timeWork experience placementWork at office$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a... ...enjoy supporting multiple teams through detailed operational work, you should consider this position. At...OperationsFull timeWork at office- ...Fremont, California that offers complete technology services in Mobile development, Web development, Cloud... ...Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360...OperationsWork at office
- ...financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy,... ...Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series...Full time
$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals in...Temporary workWork at officeLocal area- Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience... ...that improve how the firm operates. Key Responsibilities Serve as... ...; experience within an RIA, wealth management firm, or financial services...Work at office
$54k - $72k
...dollar invested has a job to do for our clients. That's why we are committed to managing... ...us. As a member on the Client Services team, you'll play a pivotal role by partnering... ...traded into the accurate model and aid operation teams as needed; supervise incoming...Operations- 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...
- H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to greet clients and support daily office operations in our Washington office. This in-person role involves scheduling, managing check-ins, and pairing clients with the right tax professional...OperationsSeasonal workWork at office
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time- Invesco, a leading global investment firm, is seeking a Client Service Associate to support the Americas Separately Managed Accounts team from Seattle or New York. You will handle new accounts, change requests, and cash raises while delivering white-glove service to a...Work at office
- ...leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model,... ...3-4 days a week. The successful candidate will provide operational support and ensure outstanding service for diverse client...Full timeContract work3 days per week
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
$55k - $95k
...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 interactions... ...global communities in which we operate, bringing a variety of backgrounds...Full timeTemporary workWork at officeLocal areaWork visa- Invesco is seeking a Client Service Associate to support the Americas SMA business from our Seattle office. The role emphasizes delivering white... ...client base and coordinating with portfolio management, operations, trading, and distribution teams. Candidates should have 3...Operations
- Invesco, a leading global investment firm, seeks a Client Service Associate to support the Americas Separately Managed Accounts business from Seattle or New York. You will handle new account setups, change requests, and cash raises, while delivering white‑glove client...
- Baird is seeking a Client Planning Specialist to provide advanced financial planning and client service support for Financial Advisors and their clients. You... ..., manage onboarding and account operations, and contribute to broader wealth management activities. The role supports...Operations
- Aston Carter is seeking an RIA Client Service and Operations Manager in Bellevue to support client service, operations, and admin tasks for a small... ...responsibilities. Ideal candidates have 2-5+ years in wealth management or financial services, Series licenses are a plus...OperationsFull time
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