Wealth Management Client Service Associate
$60k - $70kOppenheimer & Co. Inc.
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 candidates have 3+ years of sales assistant experience and must obtain necessary FINRA registrations. Oppenheimer offers competitive salary ranging from $60,000 to $70,000 per year along with comprehensive benefits including health, dental, vision, and 401(K) options. #J-18808-Ljbffr Oppenheimer & Co. Inc.
$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$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$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly... ...consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management...SuggestedFull timeSummer workWork at office$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters... ...consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management....SuggestedSummer work- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of...Work at office
- 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...
$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...Work at office$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
...Client Associate & Trust Services LOCATION: SEATTLE, WA We are seeking a full-time Client Associate & Trust Services to join our... ...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$23.51 - $39.18 per hour
...support financial advisors associated with LPL Financial under our... ...to continue building on your wealth management experience while working with... ...daily with advisors and clients, taking ownership of inquiries... ...transfers, and provide education on services and technology. Manage...Full timeWork at officeLocal areaWork from home$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 committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies...$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...$60k - $70k
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate... ...sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and...Full timePart timeLocal area- Registered 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Work at officeLocal area
$31.4 - $38.6 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with... ...data into the CRM (Salesforce); manage data accuracy and integrity and...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- 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...
- ...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...
- ...employee to support financial advisors associated with the company. This role provides... ...excellent opportunity to enhance your wealth management experience while collaborating with various... ...daily communication with advisors and clients, handling account requests, and...Full timeWork at office
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- 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
- A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...Full time
$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... ...operational departments to ensure clients’ needs are being met Manage individual client web portals and educate clients on the...Full timeH1bWork at office$60k - $70k
...investment bank and full service broker-dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Seattle or... ...of a growing wealth management practice. This...Full timePart timeLocal area$22.64 per hour
Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren’t just... ...5-star service the moment they step into our space. From managing high-stakes logistics to ensuring our tech and pantry are...Full timeTemporary workWork experience placementImmediate start- Arthur J. Gallagher & Co. (AJG) is seeking a Commercial Lines Client Service Associate in Seattle, WA. In this role, you will support clients by managing renewals and processing certificates of insurance. You'll work closely with your team to ensure high-quality service...
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...looking for a Commercial Lines Client Service Associate to join our team in Seattle, WA. In this... ...and deliver quality results. Manage multiple priorities effectively, ensuring...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- A technology services company in Seattle is seeking candidates for a Customer Service role. This position requires exceptional communication... ...department. The role involves taking customer phone calls, client follow-ups, and supporting sales and billing operations. #J-188...
- A leading financial institution is seeking a Private Client Investment Associate in Seattle. This role involves providing exceptional client service and operational support to Advisors within Wealth Management. Responsibilities include managing operational requests, fostering...
- 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,...
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