Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Experience Specialist

First Tech Federal Credit Union

First Tech Federal Credit Union's Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a distinguished Financial Advisor Team with a long-standing book of business. This role emphasizes client onboarding, relationship management, and operational excellence across the client lifecycle within a fast-paced wealth management environment. Based at the Ridgepointe Experience Center in Bellevue, WA, the position offers base salary plus incentive potential #J-18808-Ljbffr First Tech Federal Credit Union

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Specialist in Bellevue, WA vacancy
  • Brighton 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... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    Brighton Jones

    Seattle, WA
    5 days ago
  • First Tech Federal Credit Union is seeking a Client Services Specialist to support a seasoned Financial Advisor...  ...book of business. You will enhance client experiences, ensure accurate onboarding, and coordinate a range of wealth management activities. The role emphasizes... 
    Suggested

    Digital Federal Credit Union

    Bellevue, WA
    1 day ago
  • $114k - $130k

    Wealth Client Relationship Mgmt The Wealth Client Relationship Management job supervises professional level employees and partners with...  ...Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC... 
    Suggested
    Work experience placement
    Work at office

    TIAA

    Bellevue, WA
    4 days ago
  • BMO Financial Group in Washington state is seeking a Wealth Sales & Service professional to provide administrative and operational...  ...for financial planning and advice, ensuring an exceptional client experience. The role includes monitoring performance, cultivating client... 
    Suggested

    BMO

    Seattle, WA
    3 days ago
  • One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management... 
    Suggested

    One Oak Wealth Management

    Seattle, WA
    1 day ago
  • $34 - $40 per hour

     ...younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of...  ..., keep reading. About the team + role Robinhood’s Customer Experience team plays a critical role in Democratizing Finance for All. Our... 
    Work at office
    10 hours per week
    Flexible hours
    Shift work
    3 days per week

    Robinhood

    Bellevue, WA
    4 days ago
  • A woman-owned wealth management firm in Kirkland is seeking an Administrative Assistant...  ...to support daily operations and enhance client relationships. The role involves greeting...  ...has a Bachelor's degree or equivalent experience, and 1-3 years in wealth management or similar... 
    Work at office

    TalentLink Solutions

    Kirkland, WA
    3 days ago
  •  ...Job Description If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you. We're adding an experienced Wealth Management Associate... 
    Temporary work
    Work at office
    Remote work
    2 days per week
    3 days per week

    Coldstream Capital Management

    Bellevue, WA
    4 days ago
  • $21.57 - $27.36 per hour

     ...Customer Experience Specialist At Tesla, our Customer Experience Specialists are at the heart of everything we do. They deliver exciting, engaging, and educational experiences that leave a lasting impression on both current and future customers. As the first point of... 
    Full time
    Temporary work
    Part time
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    Tesla

    Bellevue, WA
    18 hours ago
  • $500 per month

    We are a successful, woman-owned wealth management firm focused on helping clients navigate complexities in life—financial or otherwise. We offer wealth management...  ...a great career and team environment, and a great experience for our clients. We are growing and hope to find our... 
    Work experience placement
    Work at office

    TalentLink Solutions

    Kirkland, WA
    3 days ago
  • $96k - $102k

     ...Client Services Specialist Addison Avenue Investment Services, the investment division of First Tech...  ...who thrives in a fast-paced wealth management environment and wants to play...  ...in delivering an exceptional client experience within a growing, well-respected investment... 
    Work experience placement
    Work at office

    First Tech Federal Credit Union

    Bellevue, WA
    6 hours ago
  • $23.47 - $38.62 per hour

     ...collecting mail while interacting with customers along the route. USPS offers training to prepare you for success, regardless of your experience level. Position Details Openings : Nationwide Starting Pay Rate : $23.47 - $38.62 per hour Average Annual Salary :... 
    Hourly pay

    Postal Jobs Resource

    Medina, WA
    more than 2 months ago
  • $23.47 - $38.62 per hour

     ...hiring process. How Our Program Helps Our program equips you with the tools to secure this position, even if you lack prior experience. For a one-time access fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive,... 
    Hourly pay

    Postal Jobs Resource

    Kirkland, WA
    more than 2 months ago
  • $23.47 - $38.62 per hour

     ...applications for City Carrier Assistants nationwide. This role ensures smooth postal operations by delivering mail efficiently. No prior experience is required, as USPS offers comprehensive paid training to set you up for success. Position Details Openings : Multiple... 
    Hourly pay

    Postal Jobs Resource

    Kirkland, WA
    more than 2 months ago
  • $23.47 - $38.62 per hour

     ...hiring process. How Our Program Helps Our program equips you with the tools to secure this position, even if you lack prior experience. For a one-time access fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive,... 
    Hourly pay
    Weekend work

    Postal Jobs Resource

    Medina, WA
    more than 2 months ago
  • $24k

    Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (5073) Join to apply...  ...Equitable Advisors. Role Highlights Client Engagement: Cultivate and expand your...  ...local schools and municipalities. Skills & Experience Education: Bachelor's degree or... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    Bellevue, WA
    1 day ago
  • $100k - $140k

     ...Description Job Description Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you...  ...passionate about ensuring exceptional client experience and mentoring and developing team members,... 
    Temporary work
    Work at office
    Remote work
    2 days per week
    3 days per week

    Coldstream Wealth Management

    Bellevue, WA
    6 days ago
  • Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new...  ...the country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality... 
    Work at office

    Apella Wealth

    Bellevue, WA
    3 days ago
  •  ...Veterinary Hospital in Snohomish, WA, is seeking a Veterinary Client Service Representative to join our Thrive Pet Healthcare partnership...  ..., ensuring kind, professional reception and seamless client experiences for pets and their people. Join a dedicated team with a... 
    Hourly pay
    Full time
    Night shift
    Weekend work

    Thrive Pet Healthcare

    Seattle, WA
    2 days ago
  • Apple Retail in Bellevue, WA is seeking a Specialist to build brand loyalty by delivering an exceptional customer service experience. You’ll inquire about customer needs, recommend Apple products and services, and help customers own their Apple journey. As a Specialist... 

    Apple

    Bellevue, WA
    5 days ago
  • JPMorganChase in Bellevue, WA is seeking a Financial Advisor to enhance client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial services and hold a Series 7 license. Responsibilities include... 

    JPMorganChase

    Bellevue, WA
    1 day ago
  • Edelman Financial Engines is seeking a Client Services teammate to partner with the Financial Planner, delivering high-level client service and ensuring smooth administration of accounts. The role focuses on coordinating meetings, handling paperwork, and maintaining confidential... 

    Edelman Financial Engines

    Kirkland, WA
    5 days ago
  • Walgreens in Kirkland, WA is hiring to model and deliver a distinctive and delightful customer experience. You will register sales on the assigned cash register, providing customers with courteous, fair, friendly, and efficient checkout service. You engage customers by... 
    Flexible hours

    Walgreens

    Kirkland, WA
    2 days ago
  •  ...support daily operations with professionalism and courtesy. This role partners with the Lead Receptionist or Client Relations Manager and focuses on scheduling, visitor management, reports, and ensuring a smooth, client-centered office experience. #J-18808-Ljbffr K2 Services
    Work at office

    K2 Services

    Seattle, WA
    1 day ago
  • Louis Vuitton is seeking a highly motivated Client Advisor to deliver memorable experiences to a discerning clientele and act as an ambassador of the Brand in-store. You will tailor each interaction to needs, elevate the client experience, and build lasting relationships... 
    Hourly pay

    LVMH Group

    Bellevue, WA
    5 days ago
  • Expeditors in the United States is seeking a Customer Experience Representative to be the primary contact for customers after a spot quote is executed within the Americas. You will coordinate quotes with internal stakeholders and support the seamless handoff from pricing... 

    Expeditors

    Bellevue, WA
    4 days ago
  •  ...over 19,000 trained professionals in a worldwide network of over 350 locations across six continents. Job Description The Customer Experience Representative serves as the primary point of contact for internal and external customers once a spot quote request has been... 
    Full time
    Work at office
    Flexible hours

    Expeditors

    Bellevue, WA
    5 days ago
  •  ...WA seeks an enthusiastic team member to support store leadership, drive selling behaviors, and deliver a best-in-class customer experience. You will assist with omni-channel tasks and ensure tasks are completed accurately, including opening/closing checklists and compliance... 
    Flexible hours
    Afternoon shift

    Banana Republic

    Bellevue, WA
    1 day ago
  • Seattle Coffee Gear is hiring a Coffee Specialist to provide expert, hands-on customer experiences on the sales floor. You will guide customers through brewing methods, espresso fundamentals, and equipment choices while delivering practical, accessible demonstrations that... 

    CSC Generation

    Kirkland, WA
    5 days ago
  • Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate with the...  ...addressed. The role requires 5+ years of experience in financial planning, CFP designation,... 
    Remote job

    Avier Wealth Advisors

    Bellevue, WA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!