Client Services & Planning Associate
Apella Wealth
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 have 3-5 years of experience in the finance or investment industry and a Bachelor's Degree. Responsibilities include managing client correspondence, processing paperwork, and ensuring organization within the team. This is an excellent opportunity for a self-starter who thrives in a fast-paced environment. #J-18808-Ljbffr Apella Wealth
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services & Planning Associate in Bellevue, WA vacancy
- 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...SuggestedFlexible hours
$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- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions... ..., the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within...SuggestedWork at office
- ...Destination Careers is seeking a Remote Client Services professional to support clients in vacation planning. The role focuses on delivering exceptional customer service while gathering necessary travel information. Ideal candidates should possess strong organizational...SuggestedRemote workFlexible hours
Destination Careers
Seattle, WA3 days ago $65k - $80k
Position Title: Service Advisor About the Role: The Service Advisor plays a crucial role in ensuring clients receive exceptional service throughout their financial journey. This... ...including annual reviews and retirement planning sessions Assist clients with beneficiary...SuggestedWork at office$68.5k - $79k
...including AI simulations and generative engine optimization (GEO). You will translate complex data into strategic insight for clients, help develop new service offerings, and contribute to a team culture defined by experimentation and rigor. This role is ideal for someone with...Full timeShift workRational 360
Seattle, WA3 days ago- A travel coordination company is seeking a Remote Client Services professional to assist clients with vacation planning. This role emphasizes delivering exceptional customer service, coordinating travel details, and maintaining accurate client profiles. Ideal candidates...Remote jobFlexible hours
- ...prospects. Youll develop deeper, meaningful client relationships. Youre supported by an... ...develop their Engineered Retirement Lifestyle Plan (ERLP) # At their Deployment Meeting,... ...full year # Handoff the client to our service team once the relationship is fully established...Immediate start
- ...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...
Emerald Advisors, LLC
Bellevue, WA15 hours ago $115k - $135k
...Vision Media is a collaborative, fast-growing advertising agency headquartered in Mercer Island, WA. We provide media planning and buying services to our clients and agency partners. Our team has decades of experience in the industry, and our client roster includes national...Contract workWork at officeLocal areaVision Media
Mercer Island, WA3 days ago$25 - $27.88 per hour
Bank of America in Mercer Island seeks a client engagement representative to assist clients in the lobby. Responsibilities include educating clients on self-service banking, processing transactions, and managing financial center traffic. Candidates should exhibit strong...Hourly pay- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s... ...Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies...Work at officeLocal area
$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... ...based on experience, along with comprehensive benefits including health coverage and a 401(k) plan. #J-18808-Ljbffr Wedbush- ...leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide... ...salary range and excellent benefits, including a 401(k) plan and medical insurance. This is a full-time, onsite role...Full time
- ...country. As Apella continues to grow it offers clients, employees and advisors a unique... ...approach to offering the highest quality of service. We get to know our clients very well and... ...customized financial, investment and tax plans, and manage their investments. We are looking...Work at office
$60k - $70k
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for... ...client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects...Full timePart timeLocal area$23 - $26 per hour
LVMH Group is seeking a motivated Client Advisor in Bellevue, WA. The ideal candidate will have previous retail experience, preferably... ...to $26, with commission opportunities, paid time off, retirement plans, and employee discounts included as perks. #J-18808-Ljbffr LVMH...Hourly pay$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We are... ...and solutions to help them feel confident about the plans they are making. Our goal is to build long‑term relationships...- A dynamic technology company in Bothell, Washington, is seeking passionate individuals for client service leadership roles. This position offers the flexibility to work from home and a nurturing community that values work-life balance. Candidates should possess strong...Remote jobWork from home
$80k - $95k
ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for the entry level is $80,000 to $95,000 and... ...more. They specialize in providing sophisticated financial planning and investment advice to high-net-worth families and love what...Full timeH1bWork at office$23.51 - $39.18 per hour
...Sound CU will support financial advisors associated with LPL Financial under our Employee... ...Responsibilities Communicate daily with advisors and clients, taking ownership of inquiries and... ...and transfers, and provide education on services and technology. Manage onboarding,...Full timeWork at officeLocal areaWork from home$22 per hour
Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand’s values in the execution... ...experience, hospitality or other relevant client-oriented/service roles are acceptable. Special Skills and Personal Attributes...Hourly payWork experience placementFlexible hours$30 - $33.65 per hour
...Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los... ...office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial... ...reports in a timely manner Research, plan, and arrange detailed travel...Work experience placementWork at officeLocal areaFlexible hours$60k - $70k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for its Seattle or Bellevue branch. This role supports Financial Advisors in operations, marketing, and client relations, emphasizing strong interpersonal skills and the ability to multitask. Ideal...$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship... ...and geographic locations, with projects that our employees plan, design, build and operate as diverse as the needs of our...Temporary workVisa sponsorshipCDM Smith
Bellevue, WA3 days ago$29.25 - $31.35 per hour
...alternative application process. Customer Service Supervisor Full Time Regular Bellevue, WA... ...solving and de-escalation skills. Client experience oriented. Flexible and adaptable... ...requirements. Examples of what you will be doing: Plans, organizes, coordinates, assigns, and...Hourly payFull timeContract workWork at officeImmediate startFlexible hoursHopelink
Bellevue, WA1 day ago$115k - $135k
Vision Media is a collaborative, fast-growing advertising agency headquartered in Bellevue, WA. We provide media planning and buying services to our clients and agency partners. Our team has decades of experience in the industry, and our client roster includes national...Work at officeLocal area- ...a highly motivated Travel Customer Representative to assist clients in planning their dream vacations. The successful candidate will communicate... ...personalized itineraries, and provide exceptional customer service. This remote position offers a flexible work schedule,...Remote jobFlexible hours
- ...travel assistance company is seeking a Trip Assistant to help clients plan and manage their travel. The candidate will support travelers... ...via phone, email, and chat. Strong communication and customer service skills are essential. This is a remote position that can be full...Remote jobFull timePart time
$30.28 - $45.43 per hour
...comfortable room in Renton. At Hyatt, we believe our guests select Hyatt because of our caring and attentive associates who are focused on providing efficient service and meaningful experiences. Responsibilities Support, supervise, empower, lead, coach and motivate the...Hourly payFull timeTemporary workShift workNight shiftWeekend workHispanic Alliance for Career Enhancement
Renton, WA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Planning Associate. Be the first to apply!
Related searches
- site services specialist Bellevue, WA
- toyota service advisor Bellevue, WA
- part time service advisor Bellevue, WA
- guest services associate Bellevue, WA
- community services specialist Bellevue, WA
- member services specialist Bellevue, WA
- environmental service worker Bellevue, WA
- card services specialist Bellevue, WA
- patient service associate Bellevue, WA
- service consultant Bellevue, WA