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A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational...
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...Job Description
Job Description Job Title : Client Service Associate / High-net-worth individuals
Location : Bellevue, WA 98004
Type : Full Time
Job Summary:
We are looking for a Client Services Associate to join our Client Services team.
This position...
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Full time
Relocation
Monday to Friday
...Anticipated End Date:
2024-06-26
Position Title:
Client Services Associate II
Job Description:
Client Services Associate II
Location: Remote in WA
Hours: Day shift PST Monday-Friday
The Client Services Associate II is responsible for performing...
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...Job 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 well-rounded and energetic team, you will learn the Registered Investment...
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...SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital,... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...
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Afternoon shift
...Client Service Coordinator needed for Banfield Pet Hospital in Bellingham Washington
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service... ...of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...
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Afternoon shift
...Job Description
Job Description Are you looking for an opportunity to advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple Wealth Managers (financial advisors) and high...
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Monday to Friday
...Client Service Specialist
Parcion Private Wealth is looking for a dynamic individual to assist in our firm’s promise to help clients... ...and aspirations. We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS)...
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...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. The RCSA's primary...
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Full time
Part time
Local area
Overseas
$75k - $95k
...Position Overview: The Client Service Associate (CSA) will provide superior customer service to clients and ensure the efficient and accurate processing of client inquiries and requests. The CSA will work collaboratively with internal stakeholders, financial advisors...
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Full time
...Aventiv! Please watch this brief video to find out if this is the place you want to be!
**Associate Referral Reward Eligible**
Job Purpose:
The role of the Field Service Client Administrator (FSCA) is to develop a trusted advisor relationship with facility staff...
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Flexible hours
Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.
Responsibilities:
Serve as the...
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Full time
Flexible hours
...hybrid work schedule (three days in the office and two days of teleworking) to accommodate for flexibility.
RESPONSIBILITIES
The Client Services Representative is responsible for activities including, but not limited to: Client account management, settling client...
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Casual work
...collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where... ...relationship.
Primarily focused on delivering exceptional service to all client.
Solves common issues and identifies client concerns...
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Work experience placement
Local area
Immediate start
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...Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment... ...Description
Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle, WA branch office. The RCSA'...
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Part time
Local area
...Rite Aid Corp. - 100 N 85Th St [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage...
Immediate start
...your best while we work together to help clients feel their best. As a team, we're... ...after 60 days of employment & averaging 25+ service hours per week
~ Paid Time-Off accrual... ...YOUR success
Award programs (like Sales Associate of the Year)
A caring community that...
Hourly pay
Full time
Flexible hours
$65k - $80k
...Job Title: Client Service Associate
Location: Los Angeles, CA
Hours: Full-Time
Work Model: In Office 4-5 Days a week
Base Salary Range: $65,000 to $80,000/year (Based on Experience)
About the company: We are a nationally recognized wealth management...
Full time
$60k - $100k
...Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior Client Service Associate to join our growing team!
Top Reasons to Work with Us
- Growth...
Full time
Internship
$50k - $60k
...Position Overview: The Client Service Associate is responsible for providing exceptional customer service and building relationships with clients. The Client Service Associate will handle client inquiries, open accounts, and maintain their records. The Client Service...
Full time
