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
- ...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... ...influencing the success of Baird's Private Wealth Management team. The ideal...SuggestedHourly payWork at office
- Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch to support Financial Advisors in sales, marketing and daily operations. The role requires superior interpersonal and multi-tasking skills and the ability to work...Suggested
- 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...SuggestedWork at office
- Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington... ...as a liaison with custodians, and managing vital client relationships. The ideal... ...motivated individuals seeking to grow in the wealth management field. #J-18808-Ljbffr...Suggested
- ...Federal Credit Union, Addison Avenue Investment Services, is seeking an experienced Client Services Specialist to support a high-quality financial advisor team in Bellevue. You will help manage client relationships, workflows, and operational excellence across the full...Suggested
- JPMorgan Chase is looking for a Client Associate to join their team in Seattle, WA. In this role, you'll support Financial Advisors in delivering wealth management services to ultra-high net worth clients. Your tasks will include client onboarding, account maintenance,...
$78k
...we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...$24 per hour
...seeking a Certified Peer Counselor (CPC) to serve as a Recovery Support Specialist (RSS) in Kirkland, Washington. The role requires a High... ...work collaboratively with a multidisciplinary team to provide clients with recovery-focused support, document interactions, and...Hourly pay$96k - $102k
...Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team with a long... ...client-focused professional who thrives in a fast-paced wealth management environment and wants to play a meaningful role in...Work experience placementWork 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...Work at office
$30 - $45 per hour
...DesktopSupport Specialist Support Services Jobs with David Evans and Associates: At David Evans and Associates, Inc.(DEA),Support Services... ...Experience with Active Directory, Microsoft 365, or endpoint management tools Familiarity with ticketing systems and IT documentation...Work at officeLocal areaFlexible hours- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...
$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...- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...
$150k
Atrium is seeking a Client Advisor in Seattle to manage relationships with high-net-worth clients, providing exceptional service and comprehensive wealth management solutions. The role demands strong client service skills, the ability to work in a collaborative environment...Work at office- Medium is seeking a dependable Travel Services Support Advisor for a fully remote position. This role focuses on assisting clients with travel inquiries and managing requests to ensure a smooth experience. You will respond to inquiries, coordinate travel details, and maintain...Remote jobFlexible hours
$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...Remote job- New York Life is looking for an Operations Specialist to enhance the operational efficiency at their General Offices in Bellevue, WA... ...tasks. Responsibilities include providing administrative support, managing accounts payable and receivable, and ensuring a positive onboarding...Full timeWork at office
- ...About the job Client Support Specialist Overview We are hiring a Customer Relations Specialist to support clients with travel planning... ...and well suited for individuals who enjoy helping others, managing details, and working in a flexible environment. You will...Remote workFlexible hours
$26.5 per hour
...problem solvers to join our team. The Resident Support Specialist – officially titled Resident, Guest, and Client Support Specialist – is responsible for providing... ...sanitized, and free from unnecessary clutter or food. Manages all required administrative records for...Hourly payWork at officeShift workNight shiftAfternoon shift- ...Job Title: Field Support Specialist / Office Support Specialist Reports To: Client Services Leadership Job Summary The Field Support Specialist/Office Support Specialist... ...the backbone of our service level agreements, managing high‑stakes shipping, executing complex print...Temporary work
$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 work- ...Emerald Advisors is seeking a Client Service Administrator to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to be the face of our firm through the account onboarding and day-to-day...
$26 per hour
...individual to join as an Office Administrator to assist Office Management to work 3-4 days a week. We are the largest and the best... ...partners with nonprofit organizations on an ongoing basis to support causes across the United States. Through volunteering, leadership...Hourly payPart timeWork at officeWeekend workDay shift3 days per weekWeekday work$25.19 - $32.07 per hour
...administrator will be responsible for providing administrative support to the office and accounting-payroll departments at a distribution... ...Duties & Responsibilities Appropriately responding to and managing telephone calls and mail/email requests. Assisting with the...Hourly payContract workWork experience placementWork at officeLocal area- Summary Serves as a Biomedical Equipment Support Specialist (BESS) within the Healthcare Technology Management (HTM) department at VA Puget Sound Health Care System. Works in support of the medical equipment management program, troubleshooting and performing planned maintenance...Permanent employmentFor contractorsApprenticeshipInternshipWork at officeLocal areaRemote workRelocation packageMonday to Friday
- ...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...
$65k - $70k
TOPS - Regional Facilities Support Specialist Seattle, WA Company Overview Asset Living is a third‑party management firm with a proven partner in fostering thriving communities... ...us drive innovation and results for our clients and communities across the US. At Asset...Permanent employmentFor contractorsLocal areaMonday to Friday- 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
$24 - $25 per hour
The Management Trust Position Title: Community Support Specialist Location: Bothell, WA Reporting To: Regional Manager Status: Non-Exempt, Full-Time Salary:... ...belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company...Hourly payFull timeWork at officeRelocationMonday to Friday
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