Wealth Management Client Services Associate
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a Client Service Associate in Bellevue, WA. This position involves supporting Financial Advisors with client service, ensuring timely and accurate responses to client needs. The ideal candidate will be an enthusiastic self-starter with a client-centric mindset, ready to thrive in a dynamic environment. High School Diploma is required, with preferred qualifications in securities and financial products. Competitive hourly pay and benefits are offered. #J-18808-Ljbffr Dormont Manufacturing Co
$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...SuggestedFull time$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...SuggestedWork at office$45k - $60k
...history and recognition for service and excellence in the... ...James is seeking a dynamic Client Service Associate who is a motivated, detail... ...as the ability to organize, manage, and track multiple, detailed... ...services company providing wealth management, capital markets...SuggestedFull timeWork experience placementWork at office$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...SuggestedWork at office$30 - $33.65 per hour
...innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial...SuggestedWork experience placementWork at officeLocal areaFlexible hours$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service... ...sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and...Full timePart timeLocal area$60k - $70k
...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Temporary workWork at officeWork from homeMonday to Friday- ...Job Description Job Description Client Service Associate Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized...Work at office
- 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... ...'s Degree. Responsibilities include managing client correspondence, processing paperwork...
- 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...
$25 - $44 per hour
...This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials... ...procedures to support operational excellence, protect clients and manage risk. Identify, deepen and maintain client relationships by...Hourly paySeasonal workShift workDay shift$65.5k
...Seattle, WA Position Summary We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird Norton... ...to helping high-net-worth individuals and families manage and grow their wealth through financial planning, investment management,...Full timeContract workWork experience placementWork at officeRemote workFlexible hours$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through... .../or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is a...Private practice- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...$65.5k - $82k
Laird Norton Wetherby in Seattle is looking for a full-time Client Associate in Trust Services. In this role, you will help manage Trust tax and bill payments by working closely with wealth management professionals. Ideal candidates will possess strong organizational and...Full time$54k - $72k
...Client Service Associate Kirkland, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...and handling tax controversy matters before the Internal Revenue Service. Responsibilities Assist clients with trust and estate planning...$28 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- RBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing strong... ...skills. You will be responsible for assisting with account management, demonstrating compliance, and maintaining client...
$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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Full timeTemporary workWork at officeLocal area$25 - $38.46 per hour
...0 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide... ...(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust...Hourly payFull timeWork experience placementWork at officeRemote workFlexible hours- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$24.23 - $32.31 per hour
...operational, administrative and customer service support to Financial Advisors of U.S.... ...record-keeping requirements, maintaining client files and supplies, answering phones, opening... ...necessary for day to day relationship management with both internal and external clients...Temporary workWork at officeLocal area- ...ideal candidate should have a high school diploma, 2-4 years of investment industry experience, and relevant FINRA registrations. Strong analytical and customer service skills are essential. Benefits include healthcare, 401(k), and paid vacation. #J-18808-Ljbffr Us Bank
- Bessemer Trust is seeking an Associate Client Advisor in Seattle, WA, to enhance client service for ultra-high net worth clients. The role involves managing client accounts, developing relationships, and coordinating services across departments. The ideal candidate will...Remote job
- Bank of America in Bellevue, WA, is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors. The role focuses on handling client requests, education on bank services, and ensuring compliance with bank policies. The position...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
- office service associate Bellevue, WA
- transaction services specialist Bellevue, WA
- guest services associate Bellevue, WA
- service advisors Bellevue, WA
- food service officer Bellevue, WA
- facility service associate Bellevue, WA
- environmental services attendant Bellevue, WA
- human services specialist Bellevue, WA
- card services specialist Bellevue, WA
- community services specialist Bellevue, WA

