Wealth Management Client Service Specialist
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Client Support professional in the United States, Seattle area, to strengthen client relationships and support daily financial activities. You will process requests, onboard clients, and assist with banking products and digital platforms while maintaining documentation and compliance. The role emphasizes strong writing, client service, and collaboration with Financial Advisors. Training and access to firm resources are provided as part of ongoing professional #J-18808-Ljbffr 711 MS Smith Barney, LLC
- First Tech Federal Credit Union is seeking a Client Services Specialist to support a seasoned Financial Advisor Team and manage a high-quality book of business. You will enhance... ...onboarding, and coordinate a range of wealth management activities. The role emphasizes CRM...Suggested
- ...Union's Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a distinguished... ...client onboarding, relationship management, and operational excellence across... ...lifecycle within a fast-paced wealth management environment. Based...Suggested
- Corient Private Wealth LLC. is looking for a Client Service Specialist II in Seattle to manage the onboarding process of new clients and provide exceptional service. You will assist clients and team members while ensuring compliance and accuracy in account management....Suggested
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and... ...investments. The role emphasizes integrity, client-centric service, and collaboration with internal partners to expand...Suggested
$52k - $62k
Job Summary A growing wealth management firm in the Seattle, WA area is seeking a Client Services Specialist for a direct hire opportunity. This role is ideal for a service-oriented professional who enjoys building relationships, managing details, and supporting clients...SuggestedTemporary workWork at office- Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role... ...continues to grow it offers clients, employees and advisors a unique... ...the highest quality of service. We get to know our clients very...Work at office
- BMO Financial Group in Washington state is seeking a Wealth Sales & Service professional to provide administrative and operational support for financial planning and advice, ensuring an exceptional client experience. The role includes monitoring performance, cultivating...
$140k - $200k
...the West Coast, providing exceptional client service and highly customized investment solutions... ...array of services including investment management, fiduciary, philanthropic, and family... ...be several generations removed from the wealth creators. Our corporate culture is one...Work at office$78k
...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Allegiance Wealth Management is seeking an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role translates complex... ...meetings, execute the practice's client service model, contribute to comprehensive...Private practice
- Composition Wealth, LLC in Seattle, WA is seeking an Operations Associate, Client Service to support the Director of Client Service Operations. This role blends client service with operations, gaining hands-on knowledge of servicing workflows, data flows, and system migrations...
- ...Group is seeking a dedicated Financial Consultant to engage with clients, understand their financial objectives, and offer tailored advice across investments, retirement planning, and wealth management. You will use advanced financial tools and analytics to assess client...
$41.71k - $65k
...Address: 1145 Main Street Job Family Group: Wealth Sales & Service Provides administrative and... ...objectives by building and maintaining client relationships through client acquisition... ...Ensures client needs are met or exceeded; manages requests in accordance with...Contract workPart timeWork at officeLocal area$125k - $150k
...Client Advisor Seattle, WA At Freestone, we believe in making a meaningful... ...growth and success, we are an independent wealth and asset management firm with over $15 billion in assets... ...planning, trust and estate, client service, legal and compliance, business...Summer work$96k - $102k
...Addison Avenue Investment Services, the investment division of First Tech Federal... ...Credit Union, is seeking an experienced Client Services Specialist to support a well-established... ...professional who thrives in a fast-paced wealth management environment and wants to play a...Work experience placementWork at office- ...Jones in Washington is seeking an in-office Administrative Professional to support lead advisors and keep client experiences smooth and accurate. You will manage data in Salesforce, prepare onboarding documents, and coordinate calendars, trades, and tasks with a client...Full timeWork at officeMonday to Friday
$25.49 - $38.36 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...outstanding client service and operational support to one... ...experience—coordinating onboarding, managing communications, supporting... ...success of Baird's Private Wealth Management business, where true...Hourly payWork experience placementWork at office$68.64k - $85.8k
...enabling them to preserve their wealth for future generations, and provide... ...Responsibilities: Manage end-to-end process of onboarding new clients, from straightforward to the most... ...superior internal and external client service by anticipating client needs, managing...Permanent employmentTemporary workWork experience placementFlexible hours- Schwab Stock Plan Services (SPS) is seeking a Client Services Administrator to manage day‑to‑day interactions with corporate clients and internal teams. You will handle escalated inquiries, provide best practices, and support high‑profile events to ensure timely delivery...
- ...make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role... ...entry point into the financial services industry, offering hands-on... ...client interaction, exposure to wealth management services, and a clear path...Flexible hours
- Northwest Asset Management is seeking a Client Services Support professional to assist the Back Office and Client Services teams with account openings, documentation, and client requests. The role involves coordinating with advisors, custodians, and staff to ensure accuracy...Remote jobWork at office
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to... ..., market knowledge, and educating clients on digital tools to monitor and manage investments. #J-18808-Ljbffr JPMorgan Chase & Co.
- Ameriprise Financial in Plano, TX is seeking a Full-time Client Service Associate to support financial advisors, manage client communications, and handle daily office operations in a hybrid setting. The role emphasizes client service, business management, and development...Full timeWork at office
- Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients. You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate...
- ...Seattle invites an experienced Private Client Advisor to deliver comprehensive... ...and families. You will build and manage a client book, partner with specialists, and provide guidance across... ...role emphasizes integrity, client service excellence, and adopting digital tools...
- ...results-oriented Financial Consultant to engage with clients, understand their financial objectives, and... ...plans, guidance on investments, retirement, and wealth management. Join a team dedicated to exceptional service and long-term client relationships. #J-18808-Ljbffr...
- Polsinelli is seeking a Legal Practice Specialist in Seattle to support the IP... ..., and admin teams to ensure efficient management of client matters and relationships. The ideal candidate... ...and seek process improvements for superior client service. #J-18808-Ljbffr Polsinelli
- ...Navia Benefit Solutions, Inc. is seeking a Client Services Associate to represent Navia professionally and provide support, education, and... ...work in a team environment, collaborating with Account/Team Managers to assist in day-to-day administrative tasks. Responsibilities...
$27.79 per hour
...General Clerk III Bowhead seeks a General Clerk III to provide Document Management Support Services to the Office of Principal Legal Advisor (OPLA). OPLA requires case management support and administrative services for the execution of their broad and diverse mission...Hourly payFull timeContract workWork experience placementLocal area
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