Wealth Client Associate: Client Care & Transactions
rbc
RBC Wealth Management in Seattle is seeking a capable Client Associate to build and maintain client relationships, handle account inquiries, and support financial advisors. You will ensure compliance, process transfers, trades, and documentation with a client-first approach. The role requires a Bachelor's degree or related experience, strong communication, attention to detail, and licenses or willingness to obtain Series 7 and 66 (or 63/65). #J-18808-Ljbffr rbc
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...Suggested
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
$35.63k - $85k
...Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...processing money movement transactions and handling estate needs as... ...Savings Account, Dependent Day Care Savings Account, Life...SuggestedTemporary workWork at officeLocal areaWork visa$33.28k - $85k
Client Service Associate Client Service Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...Executing money movement transactions at the request of the client... ...Savings Account, Dependent Day Care Savings Account, Life...SuggestedTemporary workWork at officeLocal areaWork visa- ...Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional... ...hold a Bachelor’s or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the...SuggestedFull time
$25 - $44 per hour
Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Seattle, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Seasonal workWork at officeWork from homeShift workDay shift
- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities. You will build...
- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...
- RBC in Seattle is seeking a Registered Client Associate to build strong client relationships, answer account questions, and guide inquiries... ...obtain. The role offers a comprehensive benefits package and opportunities to grow in a high‑performing wealth #J-18808-Ljbffr RBC
- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in wealth...Full time
$25 - $44 per hour
About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Bank of America's Merrill Wealth Management in Washington, DC is seeking a client service professional to support multiple Financial Advisors. You will be the primary point of contact, tailoring solutions and ensuring timely, accurate service for clients and FAs. The role...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- 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...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
- J.P. Morgan Chase in Wealth Management seeks a Private Client Investment Associate to deliver client service, support to Private Client Advisors and assist with wealth planning. You will serve clients with investment guidance and maintain relationships across accounts....
- ...UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will...
$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...Work at office- ...immigration sponsorship for this position. As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re... ...Center for scheduled appointments and financial transactions Promote the use of alternative delivery channels...Work at office
$80k - $100k
...deliver the kind of comprehensive care once reserved for only the... ...fiduciary legally bound to act in our clients' best interests — always.*... .... The Client Development Associate (CDA) plays a key role in guiding... ...Vice President (RVP) and the Wealth Management Team (WMT), the CDA...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Our client, a growing Registered Investment Advisor (RIA) serving... ...is seeking a Client Service Associate to support their advisory team... ..., and other client-requested transactions Prepare new account paperwork... ...experience within an RIA, wealth management, or financial services...
$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...$49.5k - $77k
...professional relationships with clients by assisting them and... ...thrive and communities prosper. We care about each other, reaching our... ...range for the Registered Client Associate role is $49,500 - $77,000 and... ...Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular...Full timeFlexible hours$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a... .... At Mainspring Wealth Advisors, we emphasize care for our clients, both internal and external, and are looking...Full timeWork at office$90k - $110k
...advocates for high net-worth clients and their families. As a team... ...seeking a Registered Client Associate to join our independent and... ...an energetic professional who cares about the quality of their work... ...~2+ years of experience in wealth management ~ Successful completion...Full timeTemporary workWork at officeLocal areaFlexible hours$15k
...outstanding service to our clients and each other. We support a... ...experience as a Registered Client Associate is preferred. • Post-... ...related to client accounts and transactions including suspicious... ...Please answer all questions carefully. By submitting this application...Hourly payWork at officeLocal area
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