Client Service Specialist, Financial Advisory Support
$60k - $85kPowerToFly
A leading financial services firm in Seattle is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The role involves managing client interactions, processing transactions, and educating clients on digital tools. Candidates should have a High School Diploma and ideally a college degree, along with a Series 7 license. The successful applicant can expect a competitive salary ranging from $60,000 to $85,000 along with comprehensive benefits. #J-18808-Ljbffr PowerToFly
$40 - $51 per hour
Client Accounting & Advisory Services Senior Associate Who We Are At Sweeney Conrad, our foundation of “people... ...such as transactional accounting support, reconciliations, and month‑end... ...deliverables, this role provides advanced financial analysis and advisory support,...FinancialHourly payFull timeWork at officeFlexible hours$40 - $51 per hour
...Kirkland, Washington, is seeking a Senior Associate for Client Accounting & Advisory Services. In this full-time role, you will lead complex... ...Responsibilities include overseeing accounting activities, financial analysis, and mentoring junior associates. The ideal candidate...FinancialHourly payFull time$128.4k - $235.3k
...working world. Our Global Advisory Services team is a dedicated and... ...-leading national practice, supported by treasury professionals in... ...public or private business, or financial services organizations, we're... ...tailored treasury insights our clients can rely on, every time. As...FinancialContract workWork experience placementSummer holidayWork at officeFlexible hours$80k - $100k
...Wealth Client Management Consultant CAPTRUST is seeking... ...work with one to several financial advisors to service and retain wealth client relationships... ...account paperwork, and advisory agreements Works with... ...seen, respected, and supported. It is our intent to maintain...FinancialTemporary workWork experience placementWork at officeLocal areaFlexible hours$128.4k - $235.3k
...Anywhere in Country Our Global Advisory Services team is a dedicated and... ...-leading national practice, supported by treasury professionals in... ...public or private business, or financial services organizations, we’... ...tailored treasury insights our clients can rely on, every time. As...FinancialContract workWork experience placementSummer holidayWork at officeFlexible hours$125k - $150k
...Client Advisor Seattle, WA At Freestone, we... ...strategies and comprehensive financial planning. About the... ...offer comprehensive support and resources... ...trust and estate, client service, legal and compliance,... ...management or financial advisory services, with a proven...FinancialSummer work- Fairygodboss is seeking a Client Experience Specialist to join the JPMorgan Private Client team in Bellevue, WA. In this role, you'll support Relationship Managers in delivering high... ...will have a minimum of two years in financial services and demonstrate exceptional...Financial
- PowerToFly is seeking a Registered Client Service Associate in Kirkland, WA, to provide exceptional service to clients and support Financial Advisors. The role involves maintaining client relationships, executing transactions, and onboarding new clients. Qualified candidates...Financial
- ...The Client ExperienceSpecialist is a service-mindful professional who manages all non-licensed aspects of the... ...This position is 100% remote and will support various markets, primarily in... ...comfort with transaction management and financial tools.Analytical Thinking & Transaction...FinancialContract workTemporary workRemote workWorldwideRelocation
- ...Client Experience Specialist Are you ready to join a team that is redefining client... ...Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience... ...A minimum of two years of financial services experience. Demonstrated...FinancialImmediate start
- LPL Financial LLC is seeking a full‑time in‑office employee to support financial advisors associated with the company. This role provides an excellent opportunity... ...Responsibilities include daily communication with advisors and clients, handling account requests, and offering...FinancialFull timeWork at office
$125k - $175k
...The Client Advisor role is an exciting opportunity... ...dedicated professionals that service Bessemer's ultra-high... ..., such as Tax and Financial Planning, Investments,... ..., Philanthropic Advisory, Real Estate and Insurance... ...tuition reimbursement support Comprehensive medical...FinancialTemporary workWork at officeRemote work- Overview Join JPMorgan Private Client as a Client Experience Specialist to support a team dedicated to delivering unparalleled service. In this role you partner with Relationship Managers... ...Minimum of two years of financial services experience. Demonstrated experience...Financial
- Join Us as a Client Services Specialist at GFI-Team Ikigai Position: Client Services Specialist About... ...organization committed to transforming financial literacy and empowering communities... ...with extensive training and exceptional support, to enable both personal and...FinancialRemote workFlexible hours
- ...continues to grow it offers clients, employees and advisors a unique... ...the highest quality of service. We get to know our clients very... ...knowledge to create customized financial, investment and tax plans,... ...Planners Provide administrative support during the financial planning...FinancialWork at office
- ...Accounting Advisory Manager Seattle, Washington | Remote... ...advisory practice that supports some genuinely interesting clients across the US, from high... ...technical accounting and financial reporting matters Supporting... ..., or transaction services ~ CPA qualification required...FinancialFull timeRemote workFlexible hours
$54k - $71k
Edelman Financial Engines in Kirkland is seeking a Client Service Associate to provide exceptional service while collaborating with Financial Planners. The ideal candidate will have a strong financial services background, excellent communication, and client relationship...Financial- About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications...FinancialHourly payFull timeWork experience placementWork at office
$19 - $22 per hour
...Client Service Representative (CSR) Cat Care Clinic is a feline-focused practice dedicated... ...and our team. We pride ourselves on a supportive, collaborative workplace where patient... ...recommendations, and follow-up care Discuss financial options and process payments...FinancialHourly payFull timePart timeWork at office$88k - $150k
...Advisor/h2pSeattle, WA/ppOur client is a growing wealth advisory firm looking to hire two... ...experience seeking a supportive culture that fosters mentorship... ...who enjoys blending financial planning with project management... ...planning and delivery of services across key areas:...FinancialWork at office$20.9 per hour
...Needed At Renton Veterinary Hospital The Client Service Representative (CSR) is a vital member... ..., software (AVImark), and protocols to support a high-performing and fast-paced team.... ...student loan assistance to foster your financial well-being. Health, dental, vision,...FinancialHourly payFull timeImmediate startMonday to Thursday$20.5 - $21.57 per hour
...Customer Service Representative (CSR) Renton Veterinary Hospital is seeking... ...understands the importance of both client service and team support in veterinary medicine. Schedule... ...student loan assistance to foster your financial well-being. Health, dental, vision...FinancialFull timePart timeShift work$21.3 per hour
...Client Services Representative Seattle, Washington, United States This position is located... .... Have ability to deliver customer support like you expect to receive it; with... ...empowers millions of people to make smarter financial decisions every day. About...FinancialCasual workWork at office$55k - $95k
711 MS Smith Barney, LLC in Seattle is looking for Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills to assist clients with daily needs while managing administrative tasks...Financial- Morgan Stanley is seeking a Registered Client Service Associate in Seattle. In this role, you will provide exceptional service to clients while supporting Financial Advisors and their teams. Strong interpersonal skills are essential to build trusted relationships and assist...FinancialWork at office
$100k - $150k
...on what truly matters to our clients. With a 26-year history of consistent... ...strategies and comprehensive financial planning. About the... ...Tax Compliance & Planning: Support tax preparation and... ...legal, compliance, and client service teams to support reporting requirements...FinancialSummer work$19 - $22 per hour
...Animal Clinic is now hiring a Veterinary Client Service Representative to join our AMAZING team... ..., comprehensive benefits, and abundant support, you'll be nurtured and appreciated for... ...your mental, physical, emotional, and financial wellbeing designed to meet your needs...FinancialHourly payImmediate startFlexible hours$76k - $107.5k
...Summary Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned... ...delivering best in class service internally to our partners and... ...enhancement ideas. Propose client support enhancement ideas to attorney/...FinancialTemporary workWork at officeWork from homeMonday to FridayFlexible hours$77.97k
Private Client Advisor Location: 6917 Coal Creek Parkway SE, Newcastle... ...base with planning and financial wellness as the basis of their... ...primary provider of investment services to KeyBank Mass Affluent... ...Investment Services solutions to support cross-selling opportunities...FinancialTemporary workBank staffWork at officeFlexible hoursNight shift$100k - $275k
...purpose to help make financial lives better... ...delivering for our clients, teammates,... ...exceptional talent, supporting our teammates' physical... ...capabilities and services to meet specific... ...need for team specialists; collaborate closely... ...Client Solutions Advisory Prospecting...FinancialWork at officeShift workDay shift
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