Private Wealth Client Associate - Service & Solutions
Bank of America
Bank of America’s Merrill Wealth Management segment seeks an client-service focused professional to support Financial Advisors, ensuring excellent service and timely handling of client materials. The role emphasizes relationship growth, adherence to policies, and effective cross‑selling of bank offerings. Ideal candidates bring FINRA SIE and Series 7/66, plus a client-centric mindset, initiative, and the ability to operate in a fast-paced environment while maintaining high standards of accuracy #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Associate - Service & Solutions in Bellevue, WA vacancy
$28 - $45 per hour
Company Overview Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies, and... ...Role Summary This role provides client‑service support to one or... ...client needs, delivering complex solutions, and providing an excellent...SuggestedHourly paySeasonal workWork from homeShift workDay shift- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be... ...management and investment products and services for individuals, companies, and... ...the FA's business, while customizing solutions based on their specific needs. Job expectations...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Bellevue, WA5 days ago - ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a... ...offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...Suggested
$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...business, while customizing solutions based on their specific...SuggestedHourly paySeasonal workWork at officeShift workDay shift$28 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...business, while customizing solutions based on their specific needs...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials, advocating for clients, and promoting banking solutions. Responsibilities Provide excellent client service and educate clients on...Hourly paySeasonal workShift workDay shift$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 office- JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support Financial Advisors, providing personalized solutions and building lasting relationships. Your role involves client...
- JPMorgan Chase & Co. is looking for a Client Associate in Seattle, WA, to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors and provide personalized solutions while developing your skills in a collaborative...
$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'... ...through institutional-quality investment solutions, comprehensive wealth planning, and...Temporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA4 days ago- Dormont Manufacturing Co is looking for a Client Service Associate in Bellevue, WA. This position involves supporting Financial Advisors with client service, ensuring timely and accurate responses to client needs. The ideal candidate will be an enthusiastic self-starter...Hourly pay
$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...Full time- 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...
$45k - $60k
...history and recognition for service and excellence in the... ...James is seeking a dynamic Client Service Associate who is a motivated, detail... ...Analyze problems and establish solutions in a fast paced environment... ...services company providing wealth management, capital markets...Full timeWork experience placementWork at office$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office... ...field 3-5 years in wealth management, brokerage, or private banking operations Exceptional attention to detail...Work at office- ...UBS is seeking a client associate to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date and educate clients on account services and capabilities, helping prepare materials for client meetings. You will collect documentation...
UBS
Seattle, WA2 days ago - ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation... ...+ years of experience in wealth management, private banking, or financial services client support...Work at office
International Search Consultants
Bellevue, WA2 days ago - Dormont Manufacturing Co seeks a Client Service Support representative in Seattle to deliver exceptional service while assisting multiple Financial Advisors. This role requires a strong work ethic and a dedication to understanding client needs. The ideal candidate will...
$24.23 - $32.31 per hour
...Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors.... ...adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...Temporary workWork at officeLocal area$54k - $72k
...Client Service Associate Kirkland, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need... ...people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making...Edelman Financial Engines
Kirkland, WA4 days ago$60k - $70k
...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...Temporary workWork at officeWork from homeMonday to FridayColdstream Capital Management
Bellevue, WA5 days ago$30 - $33.65 per hour
...for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los... ...is currently seeking a Registered Client Service Associate to provide comprehensive support to...Work experience placementWork at officeLocal areaFlexible hoursWedbush Securities
Seattle, WA4 days ago- ...0874 Job Category Client Advisory Business Unit Asset & Wealth Management Posting... ...potential as a Client Associate at J.P. Morgan... ...wealth management services to ultra-high net... ...providing personalized solutions and building... ...income trades and private investments. Provide...Full timeLocal area
$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This...Private practice$65k - $85k
...BR City Bellevue Your role Are you truly service oriented? Do you know how to take care of... ...keep management systems up-to-date with client information educate clients on account services... ...in the Bellevue office, supporting a Wealth Management team in the Pacific Northwest...Full timeWork at officeUBS
Bellevue, WA1 day ago- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of... ...administration to join our national Private Client Services Group. The search...$65k - $85k
...Your role Are you truly service oriented? Do you know how to take... ...people? We're looking for a client associate to: keep management systems... ...a leading and truly global wealth manager and the leading universal... ...asset management solutions and focused investment banking...Full timeWork at officeFlexible hoursUBS
Seattle, WA2 days ago- RBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing strong operational and administrative skills. You will be responsible for assisting with account management, demonstrating compliance...
$55k - $95k
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... ...strategies and leading-edge solutions—and in the ability of capital to work...Full timeTemporary workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Associate - Service & Solutions. Be the first to apply!
Related searches
- customer service overnight Bellevue, WA
- apple customer service work from home Bellevue, WA
- receptionist customer service Bellevue, WA
- automotive customer service Bellevue, WA
- customer service supervisor Bellevue, WA
- customer service teammate Bellevue, WA
- part-time customer service security Bellevue, WA
- client service specialist Bellevue, WA
- customer care technician Bellevue, WA
- customer service entry level Bellevue, WA