Wealth Management Client Specialist
JPMorgan Chase
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, and executing investment trades. The ideal candidate holds a Bachelor’s degree and is expected to obtain Series 7 & 66 licenses. You will thrive in a fast-paced environment, proactively addressing client needs while maintaining professionalism. Embrace this opportunity to make a substantial difference in our clients' financial well-being. #J-18808-Ljbffr JPMorgan Chase
- Baird is seeking a Client Specialist in Seattle, responsible for coordinating client onboarding, supporting Financial Advisors, and enhancing... ...bonus potential of up to 8.5%. Join Baird to advance your career in a dynamic wealth management environment. #J-18808-Ljbffr BairdSuggestedHourly payWork at office
- ...This role provides an excellent opportunity to enhance your wealth management experience while collaborating with various internal departments... ...include daily communication with advisors and clients, handling account requests, and offering administrative support...SuggestedFull timeWork at office
$78k
At J.P. 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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...Suggested- JPMorganChase is seeking a Private Client Investment Associate in Seattle to support Advisors with client service and operational marketing... ...operational requests, build client relationships, and manage account reviews. The ideal candidate should possess a Series 7 license...Suggested
$112k - $210k
...financial services company is seeking a Wealth Market Leader based in Seattle, WA. This... ...assets through a dedicated team of Private Client Advisors, providing coaching, and... ...Candidates should have 5-10 years of sales management experience, relevant industry licenses,...Suggested- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... .... This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...
- Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our Bellevue, WA office... ...country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking...Work at office
$60.5k - $90k
EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...Flexible hours- ...At J.P. 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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- ...Throughout our 40-year history we have established proven methods of management, development, and revenue maximization resulting in a trusted... ...to detail will both contribute to satisfied and loyal clients. We offer eligible employees a number of benefits to enhance their...Daily paidTemporary workFlexible hours
$150k
...Client Overview Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term...Hourly payWork at office- ...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...
$105k
...Client Overview Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term...Hourly pay$69k
...Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote,...Remote jobWork from homeFlexible hours$25 per hour
...place with style just as unique and adventurous as yours. We're not just looking for anyone… We're looking for YOU! About Our Management Company The R.C. Hedreen Company is Seattle's pre-eminent hotel developer. R.C. Hedren Co. built the Hilton, Crowne Plaza,...Hourly payTemporary workWork at officeLocal areaShift workNight shift- Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment. Note: Employment-based...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...$125k - $150k
...believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13.5 billion in assets under management. Headquartered in...Summer work- ...Downtown Emergency Services Center in Seattle is seeking a Client Engagement Specialist (CES) to join our dedicated team in providing crucial... ...health challenges. This position will involve 24/7 safety management at various clinic locations, engaging clients, coordinating...Afternoon shift
$28.85 per hour
...selling, and letting of residential, office, and commercial properties on behalf of clients for occupation. What You’ll Do: Schedule meetings, conference calls and develop agendas for management and the department. Update and maintain historical records, shared client...Hourly payWork at officeVisa sponsorship$52k - $62k
Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks. The ideal candidate should have a Bachelor...Work at office$56.1k - $121.5k
...notch sales training, you'll connect with both new and existing clients to sell products that put millions of employees on the road to... ...business sales experience including prospecting and territory management. Positive Self-Starter . You have an upbeat,...Minimum wageTemporary workLocal area- ...to a large portfolio of individual and family-owned hotels. Throughout our 40-year history we have established proven methods of management, development, and revenue maximization resulting in a trusted acumen for operating major hotel brands. Location Courtyard Seattle...Daily paidFull timeTemporary workLocal areaFlexible hoursShift workWeekend workDay shiftAfternoon shift
$23 - $24 per hour
...check-in and checkout processes according to hotel procedures and standards. Be knowledgeable and proficient with the property management system. Operate the PBX and Radio paging system according to procedures. Establishes appropriate credit at time of guest...Hourly payDaily paidSeasonal work- ...and organizations streamline operations through virtual support and digital process management. We drive growth by improving efficiency, productivity, and scalability—allowing clients to focus on what matters most. We’re currently hiring client sales representatives to...Currently hiring
$50k
...process commission payments. Collect, compile, and evaluate data and create written descriptions of results. Maintain company brand client messaging by applying templates to produce marketing materials. Answer, screen, and direct incoming telephone calls. Respond to...Work at office$22 - $24 per hour
...today as a Part-Time (On-Call) Office Services Clerk with IST Management Services! Ideal candidates will be ready to grow their career in... ...range up to multiple weeks. Work assignments will vary based on client needs and availability. Hours will range from MF, 8:00 AM5:00...Full timePart timeWork at officeLocal area$13.13 - $17.74 per hour
...payment collection and group finalization. Ensures prompt high level of service to all internal and external clients. Provides support to department management staff, as needed. Qualifications Minimum of 1 year experience as a Seabourn Reservations Sales Agent or...Remote jobHourly payFull timeWork visa- The Community Sales Manager is responsible for driving revenue at the center level through tours, follow-ups, proposals, and deal execution. This role owns the in center sales cycle and plays a key role in member engagement, retention, and local marketing efforts that support...Work at officeLocal area
- Technical Assistant (General Clerk III) - HNRTC | Seattle, WA - GSSC ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the...Casual workWork at office
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