Registered Client Service Associate
$58.19k - $103.81kCitibank (Switzerland) AG
- # Registered Client Service AssociateApply: Hybrid: Washington District Of Columbia United States: Full time: Posted Today: 26994347The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:*** Deliver wealth management services to clients with guidance from the Banker teams.* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.**Qualifications:*** 2-5 years relevant experience* Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients* Ability to problem solve and analyze data with demonstration of attention to detail* Strong verbal and written communication skills* Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products* US: Licenses: Series 7/63 or 7/66 or willing to acquire**Education:*** Bachelor's/University degree or equivalent experience------------------------------------------------------## **Job Family Group:**Private Client Coverage------------------------------------------------------## **Job Family:**Client Services------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Washington District Of Columbia United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$58,190.00 - $103,810.00
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate in Seattle, WA vacancy
$33.28k - $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$35.15k - $90k
...Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and...SuggestedTemporary workWork experience placementLocal areaMorgan Stanley
Seattle, WA20 hours ago$60k - $70k
...looking to build a career in financial services, Coldstream offers an exciting... ...established wealth management teams. As a Client Service Associate, you'll play an important role in supporting... ...gaining hands-on experience in the Registered Investment Advisor industry. This is...SuggestedTemporary workWork at officeWork from homeColdstream Capital Management
Seattle, WA4 days ago$70k - $80k
...Client Service Associate Bellevue, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need... ...Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor...SuggestedEdelman Financial Engines
Bellevue, WA3 days ago$24.86 - $29.88 per hour
Description The Client Services Associate is an entry level position that supports the Financial Advisor(s) in the prospecting, marketing, sales... ...Center - Seattle WA 98121 (Location may change to another registered address) (HYBRID) Target Compensation: $24.86 to $29.88...SuggestedHourly payWork at office$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial...Full timeWork at officeMainspring Wealth Advisors LLC
Seattle, WA24 days ago$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and... ...insurance products. Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred....Hourly payWork at officeLocal areaD.A. Davidson
Seattle, WA10 hours ago$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at officeVodia Ventures
Seattle, WA1 day ago$29 - $33 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payFull timeWork at officeLocal areaRH-USA Inc
Seattle, WA4 days ago$65k - $75k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client...InternshipWork at officeLocal areaRemote work2 days per weekSCS Financial
Bellevue, WA20 hours ago$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at officeTelepathy Inc
Seattle, WA20 hours ago$22.64 per hour
...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our...Full timeTemporary workPart timeWork experience placementImmediate startSPS North America Inc
Seattle, WA3 days ago$35.15k - $90k
...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. Leading...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Seattle, WA10 hours ago$26.6 - $40 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$20 - $25 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...___ About The Role As a Client Services associate you will represent Navia in a professional...Work at officeWork from homeShift work$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Seattle, WA21 days ago- ...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, WAmore than 2 months ago $23 - $26 per hour
...legally bound to act in our clients' best interests — always.*... ...metrics – including size, growth, service quality, technology,... ...primary focus of a Client Service Associate I is to provide excellent follow... ...administrative support for one or more registered representative including...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hoursInvesco
Seattle, WA4 hours ago$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...and handling tax controversy matters before the Internal Revenue Service. Responsibilities Assist clients with trust and estate planning...- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...Work experience placement
SPS North America
Seattle, WA2 days ago $25 - $38.46 per hour
...Kpb Client Service Associate Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively...Hourly payWork experience placementWork at officeFlexible hoursKeyCorp
Seattle, WA1 day ago$90k - $110k
...Registered Client Associate The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their... ...detail oriented, organized, and have exceptional customer service skills. This position will work on-site full-time in our Seattle...Full timeTemporary workWork at officeLocal areaFlexible hoursAll Things HR LLC
Seattle, WA1 day ago- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...Work at officeWork from home2 days per week3 days per week
$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 with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office- ...individuals who value professional development, service-focused work, and long-term income... ...virtual consultations to understand client needs Clearly explain benefit options... ...veterans, credit unions, and professional associations—helping protect families while creating...Remote workFlexible hours
Globe Life American Income Division
Seattle, WA2 days ago - 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate. Be the first to apply!
Related searches
- client success associate Seattle, WA
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- client solutions associate Seattle, WA
- registered client associate Seattle, WA
- client account associate Seattle, WA
- car service advisor Seattle, WA
- service consultant Seattle, WA
- county veterans service officer Seattle, WA
- support services specialist Seattle, WA