Financial Advisor Support Specialist - Client Services
Wedbush Securities
Wedbush Securities is seeking a Registered Client Service Associate for its Seattle office. The role involves providing comprehensive support to Financial Advisors, performing sales and administrative tasks, and ensuring excellent customer service. Required qualifications include a Bachelor’s degree or equivalent experience, relevant FINRA certifications, and a minimum of 3 years of professional experience. Benefits include competitive compensation, medical coverage, and a supportive work culture. #J-18808-Ljbffr Wedbush Securities
$71.8k - $97.1k
...Associate Financial Advisor The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated... ...and families and strategically build the client base. Specialized areas of emphasis include portfolio...Suggested$21 - $23 per hour
...Job Title Field Support Specialist / Office Support Specialist Reports To Client Services Leadership Why This Role Matters The Field Support Specialist / Office Support Specialist is the backbone of our service level agreements. Whether it's managing high-stakes shipping...SuggestedTemporary work$18 - $23.08 per hour
...seeking a Teller in Mercer Island, Washington, to provide exceptional client service in-person. The Teller will help clients with account transactions, resolve issues, and assist in achieving financial wellness. This role requires a high school diploma, client service,...SuggestedHourly pay$18 - $23.08 per hour
KeyBank in Renton seeks a Teller to deliver excellent in-person client service while assisting with account transactions. The role involves identifying financial needs and transitioning clients to bankers for deeper conversations about financial wellness. Ideal candidates...SuggestedHourly pay- Leverage Planners LLC Financial Advisor 2026 (New Business) Bellevue, WA·Full time... ...prospects into long-term clients. If you thrive on connecting with... ...from start to finish, with full support from our internal planning and client service teams. Why This Role is Different...SuggestedFull time
- ...responder cybersecurity organization enabling clients to return to business rapidly, the... ...skilled and motivated Engagement Support Specialist to join our dynamic team. This role serves... ...seamless coordination and exceptional client service. Key Responsibilities Coordinate and...Full timeContract workRemote workFlexible hoursAfternoon shift
- ...12:00 AM Compensation Negotiable IT Services Work Authorization Authorized to work... ...maintain strict confidentiality of all client information. JOB DESCRIPTION: The Client... ...We are seeking two Journeyman Computer Support Specialists to join the Client’s IT Unit. In this...Permanent employmentFor contractorsWork experience placementH1bWork at officeRemote workMonday to Friday
$21 - $23 per hour
...Field Support Specialist Bellevue, Washington, United States Job Title: Field Support Specialist/Office Support Specialist Reports To: Client Services Leadership Why This Role Matters The Field Support Specialist/Office Support Specialist is the backbone...Temporary workImmediate start$93k - $135k
Product Support Specialist Cooley is seeking a Product Support Specialist to join the Innovation... ...Innovation embraces a culture of customer service excellence and all members of the... ...process Interact with outside developers, clients and their teams of attorneys, business...Full timeTemporary workWork at officeFlexible hoursWeekend work- KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial... ...split their time between client servicing and proactive engagement to uncover... ...role in ensuring clients feel supported in their financial journey both in...Remote work
$19.23 - $28.37 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients... ...solutions to assist in client's financial wellness, both in person and...Hourly payWork experience placementWork at officeDay shift- ...Lawyers is seeking a reliable and detail-oriented Online Learning Support Specialist to support users of digital learning platforms and ensure a... ...troubleshooting, and user support while maintaining high service standards in a fully remote environment. Key...Full timePart timeRemote workFlexible hours
- ...Provide a variety of legal clerical support services to the assigned attorneys for the administrative, civil, family support and the criminal... ...to be served with necessary court documents. May research financial and work-history records and perform numerical calculations....Work at officeImmediate start
$22 - $23 per hour
...twice? If so, you might be exactly who we’re looking for. Field Support Specialist At PURE HomeRiver, we don’t just manage properties, we... ...Reliable transportation for daily work duties Hospitality/Customer Service experience preferred PURE HomeRiver is an Equal Opportunity...Hourly payWork at officeLocal areaImmediate start$17.78 - $20.64 per hour
...Support Specialist – Center Health Care Clinic Full‑time position reporting to the Director of Clinical Services. Responsibilities Provide excellent customer service to patients and providers. Perform multiple administrative support functions including billing and tracking...Hourly payFull time$78k - $90k
...Support Specialist Location: Seattle Department: Customer Success Work Location: In office Job Type: Full-time About Us Supio is a trusted AI platform purpose-built for law firms, reshaping how data drives impactful outcomes. Our innovative approach blends technology...Full timeWork at officeFlexible hours- ...Overview ACTUAL TITLE: EVENT SPECIALIST Responsibilities Own and manage multiple programs... ...selecting proposals. Identify and respond to service gaps, misses, and problems with a focus... ...with our internal event request system Support other colleagues in multiple, complex...Flexible hours
- A travel support company seeks a Remote Travel Customer Representative to provide assistance to clients before, during, and after their trips. This fully remote position is perfect for organized individuals with a passion for travel and helping others. Responsibilities...Remote workFlexible hours
- A leading travel support company is seeking a remote Travel Customer Support representative to assist customers with their travel bookings... ...answering travel questions, and supporting the team with daily service tasks. This position can be full-time or part-time and allows...Full timePart timeRemote workWork from home
$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...$20.51 - $27.75 per hour
...university AND willing to commit to one year of service. About The Energy Authority The... ...and businesses of the communities our clients serve. TEA employees exceed the... ...Future. SUMMARY The Systems Support Specialist's role is to provide Tier One support to...Part timeRelocation$335k
...can expect to benefit from working with clients on mid-market and larger transactions involving... ...clients goals; A commitment to client service and team success; Ability to communicate... ...addition, the firm’s Culture Committee supports the firm’s mission, vision, and values...Full timeContract workWork at officeRemote workFlexible hours- Northwestern Mutual - Puget Sound seeks client-facing professionals for careers in financial services based in Bellevue, WA. Candidates will educate clients on... ...exceptional customer service, and collaborate within supportive teams. Strong communication skills and a goal-...Remote jobWork from homeFlexible hours
$20.54 - $27.78 per hour
...United States. This is a customer service position assisting a diverse student... ...you will guide students through the financial aid process and counsel prospective... ...through funding options. Financial Advisors receive onboarding support through our On the Job Training Program...Hourly payWork at officeRemote workShift workAfternoon shift- ROBERT W. BAIRD & CO. INCORPORATED in Seattle seeks a Client Specialist to provide outstanding client service and operational support. You will coordinate onboarding, manage communication, and assist with account operations directly influencing the success of Baird's Private...Hourly payWork at office
$18 - $20 per hour
...first point of contact for most clients, Tellers play a key role in... ...Columbia Bank’s Breakthrough Client Service Standards. With guidance from... ...and discuss customers’ financial needs to offer appropriate products and services, and support referral goals by referring basic...Hourly payNight shift- ...Sawmilldcllc is seeking a Remote Client Support Representative to assist clients throughout their travel journey. This fully remote position... ...trips. The ideal candidate will have strong customer service skills, is detail-oriented, and enjoys working independently...Remote workFlexible hours
- ...Medium is seeking a Travel Support Specialist to assist clients with travel inquiries and support reservation coordination. This entry-level, remote role emphasizes delivering excellent customer service throughout the booking process. Responsibilities include responding...Remote workFlexible hours
$56.12k
...opportunity for multiple Shared Services Analysts. After... ...is to standardize financial processes to ensure compliance... ...Resources - Finance supports SoM’s mission to... ...providing advisory support to client units. Duties And... ..., managers, and specialists to enhance processes and...Full timeTemporary workWork experience placementWork at officeLocal areaShift workDay shift- ...patient care equipment and clinical systems. Provides customer support to staff, evaluates issues and needs, responds with solutions,... ...Develops documentation to purchase commodities and/or vendor services. Manages, monitors, and evaluates contractor performance and addresses...Permanent employmentFor contractorsRemote workRelocation packageMonday to Friday
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