Wealth Management Client Associate - Seattle
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The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in wealth management, a Bachelor's or Associate's degree, and FINRA exams (SIE and Series 7 or Series 66/63/65) with the ability to obtain if needed. Collaborative and detail-oriented professionals thrive here. #J-18808-Ljbffr allthingshrllc
$25 - $44 per hour
Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...7.5Pay Transparency detailsUS - WA - Seattle - 401 Union St - Rainier Square (WA15...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...RBC in Seattle is seeking a Registered Client Associate to build strong client relationships, answer account questions, and guide inquiries to appropriate... ...offers a comprehensive benefits package and opportunities to grow in a high‑performing wealth #J-18808-Ljbffr...Suggested
- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client... ...Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or...SuggestedFull time
$35.63k - $85k
...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... ...initiatives directed by local management Regularly seek opportunities...SuggestedFull timeTemporary workWork at officeLocal areaWork visa- ...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...Suggested
- ...Senior Client Associate in Wealth and Investment ManagementAbout this role:Wells Fargo is seeking a... ...Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.... ...sponsorship.Job Location:999 3rd Ave SEATTLE, WA 98104 United States of America301...Work experience placementWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ...Job Details Address: 401 UNION STREET: SEATTLE City: Seattle Country: United States of...Full timeFlexible hours- ...Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...Local area
$60k - $70k
...exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting... ..., life-long relationships. The firm has offices in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise...Temporary workWork at officeWork from home- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$45k - $70k
...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our...Flexible hours$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$52k - $60k
...is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy supporting...Full timeWork at office$49.5k - $77k
...professional relationships with clients by assisting them and... ...through coaching and managing opportunities.... ...the Registered Client Associate role is $49,500 - $77,... ...Address: 401 UNION STREET:SEATTLE City: Seattle... ...time Platform: WEALTH MANAGEMENT Job Type:...Full timeFlexible hours$90k - $110k
...advocates for high net-worth clients and their families. As a... ...seeking a Registered Client Associate to join our independent and... ...work on-site full-time in our Seattle office. At The Simmons Group... ...~2+ years of experience in wealth management ~ Successful completion of...Full timeTemporary workWork at officeLocal areaFlexible hours$80k - $100k
...financial planning, investment management, business management, tax,... ...legally bound to act in our clients' best interests — always.*... ...relationship. The Client Development Associate (CDA) plays a key role in... ...Vice President (RVP) and the Wealth Management Team (WMT), the CDA...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Job Description Job Title: Client Services Lead Reports To: The Client... ...Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview... ...transactions. Performs duties associated with shipping and receiving of materials...Work experience placement
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct... ...holidays and leave ~ Family care benefits Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York,...Work at office$25 - $38.46 per hour
...Kpb Client Service AssociateLocation: 1301 5th Avenue, Seattle WashingtonJob Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration... ...Fiduciary Strategist to effectively manage accounts while maintaining an optimal...Hourly payWork experience placementWork at officeFlexible hours$15k
...delivering outstanding service to our clients and each other. We support a... ...high-producing team in our Seattle, WA office. This team-... ...experience as a Registered Client Associate is preferred. Post-... ...advanced math. Proven ability to manage multiple demands and...Hourly payWork at officeLocal area$120k - $200k
...Description Job Description Role Summary Our client, a rapidly growing plaintiff personal... ...establishment and expansion of its new Seattle office. This is a senior leadership opportunity responsible for building and managing local operations from the ground up,...Work at officeLocal area- ...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...
$80k - $85k
...Client Service AssociateThe Client Service team is part of a small... ...of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and... ...looking for our next Client Service Associate to support our growing...Work at office$90k - $110k
...Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...appropriateness, and compliance before approval. Manage complex and strategic calendaring needs...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$260k - $390k
...Corporate Mergers & Acquisitions Associate Attorney § Title: Senior Associate... ...Acquisitions, and Private Equity Lifecycle Management § Location: Seattle, WA ( preferred ; can sit in New... ...expectation § The Firm Our client is a preeminent international legal...Full timeWork at officeImmediate start$97k
...Job Summary The Managing Attorney is responsible for overseeing the... ...department, which includes counseling clients on legal issues, managing... ...King County Superior Court, Seattle Municipal Court, King County... ...of the Washington State Bar Association and applicable rules of all...Work at officeLocal areaMonday to Friday- ...Location: Seattle, WA Position Type: Full-Time Licensure: Washington State Bar (... ...advancing workers’ rights, and the ability to manage complex wage-and-hour matters from... ...legal records for class claims. Represent clients before Washington State courts, federal...Minimum wageFull timeFlexible hours
$160k - $180k
...including contract review and negotiation, claims and dispute management, labor and employment support, compliance, insurance/risk coordination... ...industrial projects. With offices in Vancouver, Longview, Seattle, Bellingham, WA, and Milwaukie, OR, we’re an industry leader...Contract workFor contractorsFor subcontractorWork at office- ...Description Family Law Attorney (Remote – Near Seattle, WA) We are seeking an experienced... ...to join a growing legal team serving clients throughout the Seattle area. This is a fully... ...skills. Responsibilities Manage a caseload of family law matters from intake...Local areaRemote workFlexible hours
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