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
- Bank of America in Bellevue, WA, is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors. The role focuses on handling client requests, education on bank services, and ensuring compliance with bank policies. The position...SuggestedWork at office
- Emerald Advisors, LLC is looking for a Client Service Administrator based in Bellevue, Washington... ...as a liaison with custodians, and managing vital client relationships. The ideal... ...motivated individuals seeking to grow in the wealth management field. #J-18808-Ljbffr...Suggested
- ...& CO. INCORPORATED in Seattle seeks a Client Specialist to provide outstanding client service and... .... You will coordinate onboarding, manage communication, and assist with account... ...influencing the success of Baird's Private Wealth Management team. The ideal candidate has...SuggestedHourly payWork at office
$80k - $84k
...financial services firm in Seattle is seeking a detail-oriented client services professional to join its growing team. The ideal candidate... ...industry, strong interpersonal skills, and the ability to manage multiple priorities. Responsibilities include supporting advisors...Suggested- ...Federal Credit Union, Addison Avenue Investment Services, is seeking an experienced Client Services Specialist to support a high-quality financial advisor team in Bellevue. You will help manage client relationships, workflows, and operational excellence across the full...Suggested
$150k
Atrium is seeking a Client Advisor in Seattle to manage relationships with high-net-worth clients, providing exceptional service and comprehensive wealth management solutions. The role demands strong client service skills, the ability to work in a collaborative environment...Work at office- 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...
$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...- UBS is seeking a client associate in Bellevue/Seattle to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date, educate clients on account services, and help prepare reports and other materials for client meetings. The...Work at office
- Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Seattle or Bellevue branch to support Financial Advisors in sales, marketing and daily operations. The role requires superior interpersonal and multi-tasking skills and the ability to work...
$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...Remote job- ...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
$96k - $102k
...First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team... ...client-focused professional who thrives in a fast-paced wealth management environment and wants to play a meaningful role in delivering...Work experience placementWork at office- ...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...
$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- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based client experience, and grow... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration...
- ...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...
- RBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing... ...skills. You will be responsible for assisting with account management, demonstrating compliance, and maintaining client relationships...
- ...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...Daily paidTemporary workFlexible hours
- 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 to client satisfaction while developing trusted partnerships. The ideal candidate has a...
$75k - $85k
...freight forwarding, contract logistics, customs brokerage, distribution, inbound logistics, truckload brokerage and other supply chain management services, including consulting, the coordination of purchase orders and customized management services. Summary: The Sales...Contract workWork at officeImmediate startWorldwideOverseasShift work$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 relationships...Work at office- Noble Wines, Ltd. in Washington is looking for an Office Manager to oversee administrative operations. The role includes supervising office activities, managing reception duties, and maintaining supply levels. The ideal candidate should have an Associate’s degree or HS...Work at office
$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- ...partner updates, status reviews, and executive-level presentations Managing escalations and helping drive timely resolution of operational... ...Success, Business Development, Consulting, or a related client-facing role Professional fluency in both Mandarin and English,...WorldwideFlexible hours
$72.5k - $154.5k
...generate revenue and drive new business by managing face-to-face sales meetings, presenting... ...closing deals Visit customers and potential clients within assigned territory 3-to-4 days per... ...\Veteran Benefits Your Health, Wealth and Self Your total wellbeing is the...Hourly payContract workTemporary workWork at officeLocal areaRemote workWorldwideOverseasFlexible hours3 days per week- Atrium is seeking an Associate Client Advisor to manage relationships with high-net-worth clients. This role involves providing exceptional service and assisting in the delivery of wealth management solutions. Candidates should have 2-3 years of experience in financial...Work at office
$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 relationships...Hourly pay- ...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...
- ...relationships with residents, families, and local organizations, while effectively representing the community's offerings to potential clients. The ideal candidate will have a strong sales background, preferably in retirement housing or healthcare, and be passionate about...Local area
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