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
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- 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
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- 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...SuggestedWork at office
- Bellevue Animal Hospital in Bellevue, WA is seeking a friendly Veterinary Receptionist/Client Service Representative to be the welcoming face of the hospital. You will manage appointments, greet clients, handle multi-line phones, and process transactions while ensuring...Full time
- 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...
- ...Commercial Banking professional to serve as the primary client contact for corporate and treasury management deposits. You will provide expert guidance on... ...resolution. The role focuses on delivering high-level service, handling account implementations, and supporting transactions...
$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$96k - $102k
...Description Addison Avenue Investment Services, the investment division of First... ...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 meaningful...Work experience placementWork at office$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- ...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...
$125k - $150k
...focusing on what truly matters to our clients. With a 27-year history of consistent... ...and success, we are an independent wealth and asset management firm with over $15 billion in assets... ...wealth planning, trust and estate, client service, legal and compliance, business...Summer work- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families in the Seattle area. You will build strong client relationships, leverage leadership and a broad...
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- Delta Dental of Washington is seeking a Client Relations Associate to join our team. You will work with a Client Manager to service customers and producers, manage renewal processes, participate in client service calls, and represent the company at meetings and benefit...
- 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.
- The Salvation Army in Renton, WA is seeking a Regular-Full Time/Non-Exempt Social Services front desk assistant. You will greet clients, manage intake and referrals, maintain records, and support food bank operations in a client-facing role. This position emphasizes professionalism...Full timeWork at office
$60k - $65k
...Compensation: $60K-$65K DOE Location: Seattle, WA Our client is an established export broker with a global footprint,... ...remote team and serve as a critical hub for international order management and export documentation. This is a role that offers genuine long...Remote work- 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...
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Base Pay $70,800.00 - $74,000.00 / Year Job Category Client Care Employee Type Non-Exempt Manage Others No Title : Client Care Specialist Function : To provide a range of general advocacy services to victims of sexual assault and their families including support, information...Full timeTemporary workWork experience placementLive inWork at officeImmediate startAfternoon shift- ...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...
$21.3 per hour
...Client Services Representative Seattle, Washington, United States This position is located in our Seattle, WA office. We offer a... ...for activities including, but not limited to: client account management, settling client complaints/disputes, taking credit card payments...Casual workWork at office$60k - $75k
Who We Are Mindful Support Services is a mental health organization... ...marketing, billing, and patient management for over 2,300 providers... ...The Account Relationship Sales Specialist , known internally as Onboarding... ..., Credentialing, and Client Services — to ensure a seamless...Full timeContract workPrivate practiceWork at officeMonday to FridayFlexible hours$82.96k - $104k
..., and Asia. The firm advises clients on complex regulatory, litigation... ...-oriented Client Account Specialist to join our Finance & Accounting... .... In this role, you will manage the full client billing and collections... ...to deliver exceptional service. This position is...For contractorsWork at officeLocal area$27.79 per hour
...Overview GENERAL CLERK III (ICE-WA-2026-25785): 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...Hourly payFull timeContract workTemporary workPart timeFor contractorsWork experience placementLocal area- ...seeks a Sales Coordinator to join our growing team. This role focuses on increasing sales, managing inventory, organizing product presentations, and delivering excellent customer service. The coordinator supports cycle counts, stock adjustments, and plan-o-grams while...Full time
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...Ridings Residential is a home services company focused on boutique remodeling, custom painting... ...mission is to make a difference for our clients through high quality service, create... ...education, and service. BASIC FUNCTIONS: Manage a $750,000+ sales plan, selling painting...Full timeWork at officeFlexible hours$102k - $115k
...Wright Tremaine LLP is looking for a Client Relationship Senior Specialist to join our team in our Seattle or... ...will work directly with the Senior Manager of Client Experience, relationship partners... ...the firm provide differentiated service. This role will collaborate with...Full timeTemporary workWork at officeRemote workFlexible hours- Hopelink in Shoreline, WA is hiring a Client Resource Specialist for a full-time, in-person role at the Service Center. The position entails welcoming visitors, assisting clients, and coordinating services with a focus on low-income families and diverse populations. The...Full time
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