Seattle-Based UHNW Wealth Client Associate - Onboarding
JPMorgan Chase & Co.
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 environment. This position requires a Bachelor's degree, and candidates must obtain Series 7 & 66 licenses promptly. Responsibilities include client onboarding, maintaining accounts, and providing administrative support. Join a robust team committed to client success and innovation. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support... ...lasting relationships. Your role involves client onboarding, investment recommendations, and utilizing JPMorgan...Suggested
$60.5k - $90k
...Senior Client Relationship Associate - Seattle, WA (Onsite) Seattle WA - Seattle, WA 98... ...Service Description EP Wealth Advisors (EPWA) is a... ...processing Oversee new client onboarding activities including the... .... Compensation: Our base pay range is $60,500 - $9...SuggestedFull timeTemporary workWork at officeFlexible hoursShift work- ...60874 Job Category Client Advisory Business Unit Asset & Wealth Management Posting... ...Locations 1301 2nd Ave, Seattle, WA, 98101, US Job... ...as a Client Associate at J.P. Morgan Advisors... ...Responsibilities Own the client onboarding and account... ...& Advice, Goal Based planning,...SuggestedFull timeLocal area
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading... ...world specializing in goals-based wealth management, including... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Transparency details US - WA - Seattle - 401 Union St - Rainier...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Client Associate At J.P. Morgan Advisors Unlock your potential as a Client... ...of delivering exceptional wealth management services to ultra... ...Responsibilities Own the client onboarding and account maintenance for... ...Planning & Advice, Goal Based planning, liabilities planning...SuggestedLocal area
$60k - $70k
Registered Client Service Associate (Seattle or Bellevue) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading... ...day‑to‑day operations of a growing wealth management practice. This role requires... ...organizational needs. The current base salary range offered for this role is...Full timePart timeLocal area$50k - $60k
...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in... ...‑day operations of a growing wealth management practice. This... ...organizational needs. The current base salary range offered for this...Full timePart timeLocal area- ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge... ...businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...multiple Financial Advisors by providing client service support, ensuring timely, accurate... ...United States), 37.5 hours per week. Location Seattle, WA – 401 Union St, Rainier Square. Pay & Benefits Hourly rate $25.00 - $44.00, based on experience, education and skills....Hourly paySeasonal workShift workDay shift$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation,... ...supporting a sophisticated UHNW client base. The role is highly transactional and...Work at office
- ...are seeking a Senior Client Service Associate to support one of our... ...excellence in a fast-paced, UHNW-focused environment.... ...experience. Manage onboarding, account updates,... ...financial services or wealth management.... ...reporting, Salesforce-based CRM systems, and Microsoft...Work at office
- ...opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team,... ...offices in Bellevue, Seattle, Mercer Island,... ...Coordinating the new client onboarding process Opening brokerage... ...Pay: Competitive base salary plus annual bonus...Temporary workWork at officeWork from homeMonday to Friday
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately... ...Ultra-High Net Worth (UHNW) clients are managed... ...bonus determined based on individual and team performance... ...new client account onboarding process including SMA and...Temporary workWork at officeFlexible hours- Coldstream is seeking a Client Service Associate to join its Bellevue wealth management team and support advisors by handling client data, onboarding, and money-movement requests in a hybrid setting. The role emphasizes strong communication, 1-3 years in customer service...Work at officeRemote workMonday to Friday
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires... ...services environment. Responsibilities include onboarding client accounts, managing communications, and handling...
- 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...
$50k - $60k
A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference...$49.5k - $77k
...Job Description Embrace RBC Wealth Management's core values... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...research and resolve problems, onboard new accounts, process and... ...Address: 401 UNION STREET:SEATTLE City: Seattle Country: United...Full timeFlexible hours$65k - $85k
...people? We're looking for a client associate to: keep management systems up... ...Reference # 340966BR City Bellevue, Seattle Your team You’ll be working... ...a leading and truly global wealth manager and the leading... ...information The indicative gross base salary range as a full-time...Full timeWork at officeFlexible hours$49.5k - $77k
...Embrace RBC Wealth Management’s core values and inclusive... ...advisors and our clients. Job Description As a Client Associate/Registered Client Associate... ...and resolving problems, onboarding new accounts, processing... ...Details 401 UNION STREET, SEATTLE, United States of America...Full timeFlexible hours$180k - $225k
...position is primarily remote, occasional on-site work at the client's Seattle office may be required. This is an outstanding opportunity for... ...initially, with the opportunity to transition to full-time based on business needs.Location: Mostly remote but candidates must...Remote jobPermanent employmentFull timeContract workTemporary workPart timeWork experience placementCasual workWork at officeRelocationFlexible hours- Orionplacement is seeking a Seattle-based estate planning and probate attorney to join our... ..., manage probate matters, and advise clients on wealth transfer strategies. The role... ...environment, and a hybrid schedule after onboarding. Washington Bar admission and 2+ years...
$65.5k
Location: Seattle, WA Position Summary We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird Norton Wetherby (LNW) is dedicated to helping... ...individuals and families manage and grow their wealth through financial planning,...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- RBC Capital Markets, LLC is looking for a Client Associate/Registered Client Associate in Seattle. This role emphasizes client relationships, compliance, and operational excellence while providing growth opportunities. You will manage account inquiries, ensuring top-notch...
$65k - $80k
...we continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our... ...with occasional travel to client meetings/events. Greater Seattle area residents only. Here\'s what you\'ll be doing: Champion...Immediate startRemote work- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...kind in the world specializing in goals-based wealth management, including planning for... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$30 - $33.65 per hour
...financial solutions across our Wealth Management, Capital Markets,... ...to our continued growth. Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support... ...discretionary incentive compensation based on the colleague's and the...Work experience placementWork at officeLocal areaFlexible hours- Bank of America Merrill Wealth Management is hiring a Client Service Associate to support Financial Advisors and Client Associates, delivering superior service to clients while aligning with bank policies and risk controls. This role emphasizes in-office collaboration...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Seattle-Based UHNW Wealth Client Associate - Onboarding. Be the first to apply!
- client relationship associate Seattle, WA
- client services associate Seattle, WA
- registered client associate Seattle, WA
- client account associate Seattle, WA
- client solutions associate Seattle, WA
- client success associate Seattle, WA
- senior client service associate
- client training associate
- client engagement associate
- client relationship associate

