Client Advisory Associate - Investments & Reporting
Pathstone
Pathstone is hiring for a supportive role in their Bellevue, WA office. This position involves assisting the Client Advisory Team with client service and daily operations, preparing client presentations, and documentation. The ideal candidate will have a bachelor’s degree, 1-3 years in finance, and strong analytical skills. Pathstone offers a competitive benefits program that includes medical coverage, PTO, education support, and a 401(k) plan, ensuring a balanced work-life environment. #J-18808-Ljbffr Pathstone
- ...divh2Client Service Associate/h2pGreater Seattle Area/ppOur client is a growing wealth management firm serving... ...the firm provides a full suite of investment advisory, planning, and operational... ...rebalancing, billing reviews, and report preparation./li/ulh3Qualifications...SuggestedWork at office
$70k - $110k
...delivering legendary operations and client service. We are seeking an... ..., escalating as needed to advisory teams. Utilize Salesforce (... ...including presentations and reports. Proven ability to manage multiple... ...within an SEC-Registered Investment Adviser environment. Notary...SuggestedFull timeTemporary workLocal areaMonday to Friday- 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...SuggestedFull time
- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...timely and accurate performance reports. Actively engage in Risk Management...Suggested
$65k - $75k
...keep management systems up-to-date with client information educate clients on account... ...capabilities help with the preparation of reports and other materials for client meetings... ...asset management solutions and focused investment banking capabilities. Headquartered in Zurich...SuggestedFull timeWork at officeFlexible hours$65k - $85k
...take care of people? Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for...Full timeWork at office$25 - $44 per hour
...of comprehensive wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...through a personal relationship with their advisory team committed to their needs. We...Hourly paySeasonal workWork at officeShift workDay shift- Morgan Stanley is seeking a Registered Client Service Associate in Seattle. In this role, you will provide exceptional service to clients while supporting Financial Advisors and their teams. Strong interpersonal skills are essential to build trusted relationships and assist...Work at office
$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position... ...and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams. Focus provides team members... ...~ Moderate understanding of investment products and investment...InternshipWork at officeRemote work2 days per week$50k - $73k
...strives for a culture that puts its clients and associates first: a culture where everyone belongs... ...information, etc.). Provide reports and other information to FA(s), as requested... ...but may not discuss products or investments beyond a point that the discussion becomes...Work at officeFlexible hours$55k - $95k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... .../or FA/PWA Answering general non-investment related questions concerning client accounts... ...itineraries, preparing expense reports and managing the reimbursement...Temporary workWork at officeLocal area- ...Job Description Job Description Client Service Associate Greater Seattle Area About... ..., the firm provides a full suite of investment advisory, planning, and operational support services... ...rebalancing, billing reviews, and report preparation. Qualifications ~...Work at office
$85k - $100k
...Summary We are seeking a Senior Client Services Associate for a direct hire opportunity with... ...operations within wealth management, investment advisory, or related financial services... ...discipline. - Experience with Tamarac Reporting System. - Experience with Schwab...Full timeTemporary workSummer workWork at officeFlexible hours- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures. Key...
- 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...
$55k - $95k
711 MS Smith Barney, LLC in Seattle is looking for Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills to assist clients with daily needs while managing administrative tasks...$65.5k
...Client Associate & Trust Services LOCATION: SEATTLE, WA We are seeking a full-time Client... ...their wealth through financial planning, investment management, and trust & estate services... ..., and collecting and coordinating tax reports/forms. Cash management duties...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$24.23 - $32.31 per hour
...making and tracking appointments, preparing investment proposals/reviews/routine correspondence... ...-keeping requirements, maintaining client files and supplies, answering phones, opening... ...relating to Brokerage and Investment Advisory business is preferred Proven...Temporary workWork at office$60k - $70k
A leading financial services firm is seeking a client associate in Seattle. This role involves maintaining client information systems, educating clients on services, and preparing reports for meetings. Ideal candidates will have 1-3 years of client service experience in...$20 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Hourly paySeasonal workWeekend workAfternoon shift- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... .../team Answering general non-investment related questions concerning client accounts... ...itineraries, preparing expense reports and managing the reimbursement process...Work at officeLocal area
$22.64 per hour
...Client Services Associate Seattle, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent... ...and globally. SPS is committed to investing in the professional development of...Temporary workWork experience placementImmediate startFlexible hours$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference... ..., thoughtful advice with unique investment strategies and comprehensive financial... ...Outlook). ~ Knowledge of Tamarac Reporting System and Schwab Advisor Center are...Full timeSummer workWork at office$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference... ..., thoughtful advice with unique investment strategies and comprehensive financial... ...independently: Generate and analyze ad hoc reports. Respond to client inquiries with...Summer work$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management... ...roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote...Temporary workWork at officeFlexible hours$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day...Full timePart timeLocal area- ...of comprehensive wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...through a personal relationship with their advisory team committed to their needs. We...Seasonal workWork at officeWork from homeShift workDay shift
$80k - $95k
ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for the entry level is $80,000 to $95,0... ...Company Our client is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle...Full timeH1bWork at office- ...core technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our... ...and written communication skills, including the ability to write reports, correspondence and procedures; and interact professionally with...Full timeWork at office
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