Wealth Management Client Services Specialist
LPL Financial
LPL Financial LLC is seeking a full‑time in‑office employee to support financial advisors associated with the company. This role provides an excellent opportunity to enhance your wealth management experience while collaborating with various internal departments. Responsibilities include daily communication with advisors and clients, handling account requests, and offering administrative support. Candidates should have financial industry experience and excellent communication skills, with a desire to obtain industry licenses. Benefits include competitive pay, 401(k) matching, health benefits, and paid time off. #J-18808-Ljbffr
- ...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
$80k - $100k
...Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$25 - $44 per hour
Bank of America is seeking a dedicated professional for Merrill Wealth Management in Bellevue, WA. The role emphasizes excellent client service by educating clients on banking offerings and ensuring operational excellence. Applicants should demonstrate a strong work ethic...SuggestedHourly payWork at office- JPMorganChase is seeking a Private Client Investment Associate in Seattle to support Advisors with client service and operational marketing. You will facilitate operational requests, build client relationships, and manage account reviews. The ideal candidate should possess...Suggested
$78k
...J.P. Morgan Wealth Management – Private Client Advisor - Bellevue, WA Bellevue, WA, United States Job Information Job Identification 210632953 Job... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...SuggestedFull time- 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... ...the highest quality of service. We get to know our clients very...Work at office
$78k
...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...- A leading wealth management firm in Bellevue, WA, is seeking a Client Service Specialist to ensure exceptional service to UHNW clients. Responsibilities include client onboarding, account administration, and maintaining electronic records. The ideal candidate will have...Full time
$112k - $210k
...A financial services company is seeking a Wealth Market Leader based in Seattle, WA. This role involves growing... ...a dedicated team of Private Client Advisors, providing coaching, and developing... ...should have 5-10 years of sales management experience, relevant industry...- ...EP Wealth Advisors, Inc in Seattle is seeking a Senior Client Relationship Associate to manage and enhance client relationships. You'll collaborate with various teams and contribute... ...and 4-7 years of experience in financial services, with excellent communication and...
- PowerToFly is seeking a Registered Client Service Associate in Kirkland, WA, to provide exceptional service to clients and support Financial Advisors. The role involves maintaining client relationships, executing transactions, and onboarding new clients. Qualified candidates...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...with a consistent focus on relationship management, not portfolio management Demonstrate a...
$125k - $150k
...Client Advisor Seattle, WA At Freestone, we believe in making a meaningful... ...growth and success, we are an independent wealth and asset management firm with over $14 billion in assets... ...planning, trust and estate, client service, legal and compliance, business...Summer work- Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$25.49 - $38.36 per hour
About the Role As a Client Specialist at Baird, you’ll play a pivotal role... ...delivering outstanding client service and operational support to... ...experience—coordinating onboarding, managing communications, supporting... ...success of Baird’s Private Wealth Management business, where...Hourly payWork experience placementWork at office- A prestigious law firm seeks a Patent Client Services Administrator to manage patent portfolios and ensure quality service. The role involves drafting legal documents, maintaining docket calendars, and excellent client interaction. Candidates should have at least four years...Remote workFlexible hours
$60k - $70k
...Who We Are Mindful Support Services is a mental health organization... ...marketing, billing, and patient management for over 2,300 providers... ...The Account Relationship Sales Specialist , known internally as Onboarding... ..., Credentialing, and Client Services — to ensure a seamless...Full timeContract workPrivate practiceWork at officeMonday to FridayFlexible hours- ...a Select Growth Advisor to join their Wealth Management team in Seattle, WA. This role involves... ...diverse clientele, ensuring an exceptional client experience while developing strong... ...least 4 years of experience in financial services, strong analytical skills, and a proven...
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...Remote jobWork from homeFlexible hours$21 per hour
...Customer Service Representative The Shield Co. Management / EcoShield Pest Solutions is one of the fastest-growing pest control companies in the country... ...communication. ~ Strong communication skills to interact with clients and provide customer service. Pay and...Hourly payWeekly payTemporary workWork at office$125k - $175k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... ..., Alternative Asset Management, Philanthropic Advisory, Real... ...and families of substantial wealth. Its more than 1,300 employees...Temporary workWork at officeRemote work- ...HealthBay is looking for a motivated Client Success Representative in Seattle to enhance client satisfaction and success. You will build relationships with clients, providing exceptional service and support. The ideal candidate has a Bachelor's degree, 2+ years of customer...Full time
- ...Client Relations Specialist (Onsite Print Production Manager) Position Summary ABC Imaging is seeking an experienced Client Relations Specialist to become... ...and supervising staff to ensure exceptional client service and high-quality deliverables. This position combines...
- ...solutions to homelessness, DESC is a social services organization, supportive housing... ...DEFINITION: We are looking for a Client Engagement Specialist (CES) who will work within the larger... ...and security at the STAR Center by managing the milieu outside and inside of the...Hourly payPermanent employmentWork experience placementWork at officeImmediate startRemote workFlexible hoursShift workAfternoon shift
- ...solutions to homelessness, DESC is a social services organization, supportive housing... ...DEFINITION: We are looking for a Client Engagement Specialist (CES) who will work within the larger... ...and security of the clinics by managing the milieu of the main lobby/building...Permanent employmentWork experience placementWork at officeImmediate startRemote workFlexible hoursShift workWeekend work
- A leading financial services firm in Seattle is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions. The... ...Advisor role, demonstrate strong relationship management skills, and maintain clients' needs across a broad...
- ...Opportunity Employer, disabled/Veterans encouraged to apply*** Fleet Services by Cox Automotive keeps your fleet moving! Headquartered in... ...the growth of the company. Duties & Responsibilities: Managing the follow up maintenance transactions lifecycle from origination...Currently hiring
- A financial services company is looking for a Private Client Advisor to provide clients with comprehensive financial planning and investment solutions. The role requires at least two years of relevant experience, strong client relationship skills, and an understanding...
$85k
Fountain is seeking a dynamic Customer Relationship Specialist in Seattle, WA, to manage key accounts and drive retention and growth. In... ...role, you will oversee a portfolio of 30-50 clients, focusing on exceptional service while identifying upselling opportunities. The ideal...$37.78 - $41.72 per hour
DESC, a leader in addressing homelessness, seeks a Client Engagement Specialist in Seattle, WA, to enhance client support in health services. This full-time role involves engaging with clients, crisis intervention, and maintaining a safe clinic environment. Applicants should...Hourly payFull time
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