Wealth Management Client Support Specialist
UBS Financial Services Inc.
UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings. The role requires 3–7 years of client service experience in finance, a bachelor’s degree, strong communication and interpersonal skills, attention to detail, and proficiency with Microsoft Office. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Support Specialist in Bellevue, WA vacancy
- 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
- ...Stanley's Bellevue, WA office seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling clerical tasks. You will manage client interactions, explain account details, and...SuggestedWork 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... ...Provide administrative support during the financial planning...SuggestedWork at office
Apella Wealth
Bellevue, WA1 day ago $80k - $84k
...services firm in Seattle is seeking a detail-oriented client services professional to join its growing team.... ...strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors, ensuring smooth account operations, and...Suggested- ...Investment Services division, seeks an experienced Client Services Specialist to support a premier Financial Advisor Team and manage a robust client lifecycle. You will help... ...operational excellence within a fast-paced wealth management environment. You will collaborate...Suggested
$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at... ...Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage...Remote jobFull time- Dell Technologies in Seattle, WA is seeking a customer-focused professional to join our Client Support team. You will manage incoming customer communications and ensure accuracy in our systems, while collaborating with other departments on complex issues. The ideal candidate...
- Editorialist is seeking a seasoned Client Support Specialist to deliver exceptional service to UHNW clients via our app. You will manage inquiries, resolve issues, and maintain strong relationships to ensure client satisfaction and loyalty. Ideal candidates have 3-4 years...
- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees,... ...advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save...
- Threadline Wealth is seeking a Client Service Associate to partner with Wealth Advisors and internal teams, providing responsive... ...with advisory operations, trading, portfolio management, tax, and billing teams. You will support onboarding, data management, and client...
$85k - $100k
...development? HNN Communities is seeking a Full‑Time Operations Support Specialist to join our dynamic team in Bellevue, WA! This position... ...infrastructure that keeps HNN's standard operating procedures, learning management system, and controlled documentation accurate, current, and...Full timeWork at officeFlexible hours3 days per weekDevco Residential Group
Bellevue, WA2 days ago- Alliant Insurance Services, Inc. is seeking a proactive administrative support professional to assist producers and service teams in managing existing accounts and pursuing new business. The role emphasizes customer service, data entry, and office coordination. The position...Work at office
- JPMorgan Chase & Co. in Washington state seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance. You will build strong client relationships and provide advised solutions, referrals, and...
- ...trading, technology, and practice management solutions to registered... ...while delivering sophisticated wealth management solutions that help them better serve their clients.Within Advisor Services, the Business... ..., guide implementation, and support behavioral change within firms...Full timeRemote work
- ...and always striving to do better. Summary: Sales Support Specialist I at Pacific Seafood is a key role on our Sales team supporting... ...excellent customer support. This position supports the management of shipments and achieving the sales/logistics goals of the...Temporary workWork at officeImmediate startFlexible hours
Pacific Seafood
Renton, WA13 days ago - ...Participant Support Specialist (Secondary Case Manager) PDA strives to build robust support for non-punitive, community-based solutions to many public... ...maintaining an organization whose staff, Board, and clients are diverse in background, experience, race, color, national...For contractorsTraineeshipRelocationFlexible hoursShift workAfternoon shift
- ...Job Description Job Description Yardi Support Specialist – Property Management Seattle, WA Our client, a well-established real estate owner, is looking for a Yardi Support Specialist to support the day-to-day administration of its property management systems...Work at office
NW Recruiting Partners
Seattle, WAa month ago $30.28 - $37.5 per hour
...Sinclair Digital is hiring a Product Support Specialist! Join Sinclair Digital, the innovation engine behind the largest and most diversified... ...crucial role in providing technical support for our Content Management System and our News station’s websites and mobile apps. They...Hourly payFull timeWork experience placementH1bLocal areaFlexible hoursShift workSinclairDigital
Seattle, WA1 day ago- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based client experience, and grow... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration...
- ...Customer Relations Specialist We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist... ...for individuals who enjoy helping others, managing details, and working in a flexible environment...Remote workFlexible hours
- ...Sales Support Specialist I - Distribution Sales Support Specialist I at Pacific Seafood is a key role on our Sales team supporting efforts... ...excellent customer support. This position supports the management of shipments and achieving the sales/logistics goals of the...Temporary workWork at officeImmediate startFlexible hours
$26.5 per hour
...BIPOC‑led, family‑centered, and supportive of employees. As a full‑time YWCA... ...join our team. Resident Support Specialists (officially titled Resident, Guest, and Client Support Specialists) provide... ...from unnecessary clutter or food. Manage all required administrative records...Hourly payFull timeWork at officeImmediate startShift workNight shiftAfternoon shift- ...and business development until its sale for $1.2billion. Client Support Specialist Our team communicates with our clients through the app. As... ...interactions and activities in the customer relationship management (CRM) system Develop a comprehensive understanding of the...
$55k
...3+ years of call center, customer service, sales or project management experience Bachelor’s degree preferred Computer literate (PC)... ...meet deadlines Displays a team-player attitude both within the Client Support team and when communicating and collaborating with other key...Full timeRelocationMonday to FridayFlexible hoursDay shift- Job responsibilities Champion and support your teammates' success and the goals of the... ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management. Demonstrate...
- ...Europe (Ireland, Netherlands, Poland, United Kingdom). We support our clients with a strong recruitment model and a sincere commitment to... ...deliver findings to Operations, Training, and internal partner management teams. Calibrate auditing processes between partner and...
$22 per hour
...room credits, keys, guest issue resolution and special requests. Support the Guest Services and the Front Office team with financial... ...standards. Be knowledgeable and proficient with the property management system. Operate the PBX and Radio paging system according...Hourly payDaily paidFull timeColumbia Hospitality
Kirkland, WA2 days ago$20 per hour
...Compensation Type Hourly Highgate Hotels Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean...Hourly payFull timePart timeWorldwideShift workResidence Inn Bellevue
Bellevue, WA1 day ago- Systems Support Associate Overview This role combines an operational understanding of GRE Management's systems with relevant accounting responsibilities for new development multi... ...assigned critical Yardi cases through Client Central and ensures resolution is achieved...Full timeWork at officeLocal areaMonday to FridayWeekend work
- Apartment Management Consultants (AMC) is seeking a Portfolio Support Specialist to provide administrative and operational support across multiple communities. You will assist with leasing processes, maintain accurate records, and support on-site teams to promote operational...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Support Specialist. Be the first to apply!
Related searches
- community service representative Bellevue, WA
- client service representative Bellevue, WA
- career services representative Bellevue, WA
- bilingual customer service representative spanish english Bellevue, WA
- customer experience agent Bellevue, WA
- customer account representative Bellevue, WA
- client solutions specialist Bellevue, WA
- customer experience associate Bellevue, WA
- part time customer representative Bellevue, WA
- participant services representative Bellevue, WA