Client Services Associate
RAJNAP TECHNOSOFT PRIVATE LIMITED
Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. Responsibilities Provide operational support and data entry in order to onboard client accounts and process ongoing activity Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team email to provide white-glove service for all channels Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts) Contact custodians for service‑related matters and custodian paperwork generation Skillset required High attention to detail Organizational/Prioritization skills Communication skills both written and verbal Shawn Wood View email address on click.appcast.io #J-18808-Ljbffr RAJNAP TECHNOSOFT PRIVATE LIMITED
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Seattle, WA vacancy
$35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...SuggestedFull timeTemporary workWork experience placementLocal area$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...Suggested
Dadavidson
Seattle, WA12 hours ago - ...4 days onsite $30/hr on 1099 Job Description Summary The SMA Client Service team partners with the portfolio management team, operations,... ...all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will...Suggested
SoftSages LLC
Seattle, WA1 day ago $35.63k - $85k
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 interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
Raymond James Financial Services
Seattle, WA25 days ago $22.64 per hour
...Client Services Associate Renton, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementImmediate startFlexible hours$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work$80k - $100k
...Job Title: Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial...Work at officeWork from homeMonday to Friday2 days per week1 day per week$22.64 per hour
...Client Services Associate Seattle, Washington, United States As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards...Full timeTemporary workPart timeWork experience placementImmediate start$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork at officeFlexible hours- We are seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment...
$30 - $33.65 per hour
...Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with... .... Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and...Work experience placementWork at officeLocal areaFlexible hours$22.64 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...Hourly payTemporary workWork experience placementWork at officeFlexible hours$65k - $80k
...integrates investment management, financial planning, tax coordination, estate planning support, and family office services into a comprehensive client experience designed to serve high-net-worth individuals, business owners, retirees, and multigenerational families....Full timeWork at officeRemote work- We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...Work at office
- ...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...Work at officeWork from homeMonday to Friday
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial...- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated...Local area
$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 officePathStone
Bellevue, WA1 day ago$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...Hourly paySeasonal workWork at officeHome officeShift workDay shiftBank of America
Bellevue, WA2 days ago$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... .... • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred. • Solid...Hourly payWork experience placementWork at officeLocal areaD.A. Davidson
Seattle, WA4 days ago$22 - $28 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the...Hourly payFull timeWork at officeLocal area$86.7k - $170.9k
Position Summary Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support business transformation initiatives. In this role, you will contribute...Local areaVisa sponsorship- ...D.A. Davidson Companies in Seattle seeks an exceptional Client Associate to support a high-producing team. This role requires outstanding client service, strict confidentiality, and the ability to balance multiple requests with precision. The ideal candidate will have...
Socket
Seattle, WA1 day ago $15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality... ...insurance products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education is preferred. Solid...Hourly payWork experience placementWork at officeDadavidson
Seattle, WA4 days ago$28 - $32 per hour
...independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Bellevue, WA12 hours ago$26.5 - $45 per hour
...About the Role Provides client service support to one or more Financial Advisors, serving as the most frequent point of contact within Merrill to address client service needs and support enterprise strategic objectives, operational excellence goals, and client advocacy...Hourly paySeasonal workShift workDay shiftBank of America
Seattle, WA1 day ago- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations... ...important people decisions. We help clients build better workplaces, where people feel... ...Gallagher. Overview As the Client Associate you will develop industry knowledge and...Work at officeLocal areaShift work
Gallagher Benefit Service
Bellevue, WA2 days ago - ...FusionTek is seeking a Client Relationship Associate to own a portfolio of clients as the face of the company. Hybrid role with remote work and occasional travel to client meetings in the Greater Seattle area. You'll champion clients, drive retention, and coordinate with...Remote work
FusionTek
Seattle, WA12 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client account associate Seattle, WA
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- professional services specialist Seattle, WA
- patient service specialist Seattle, WA
- health services administrator Seattle, WA
- human services specialist Seattle, WA
- court services officer Seattle, WA
- service delivery associate Seattle, WA
- family services specialist Seattle, WA