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$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...SuggestedTemporary workWork experience placementImmediate startSPS North America Inc
Seattle, WA3 days ago$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors...SuggestedFull timePart timeLocal areaOppenheimer & Co.
Seattle, WA13 hours ago$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...SuggestedTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA1 day ago- 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...SuggestedWork at officeLocal area
- Our client is a growing wealth management firm serving UHNW individuals, families, and... ...collaboration, and personalized client service, the firm provides a full suite of investment... ...seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This...SuggestedWork at office
- 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...SuggestedWork at officeLocal area
$60k - $70k
A leading investment firm is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch. This role involves supporting Financial Advisors with various operational tasks. The candidate needs to have strong interpersonal skills and at least...Suggested- Client Services Associate page is loaded## Client Services Associatelocations: Mumbaitime type: Full timeposted on: Posted Todayjob requisition id: R-03952# Reporting To:Manager, Client Services# # Shift:EMEA (1:30 pm - 10:30 pm IST) (India)# About Russell Investments,...SuggestedWork at officeShift work
$32.21 - $44.27 per hour
Overview We’re a diversified financial services leader with more than $1.5 trillion in assets... ..., small business and institutional clients. We are a longstanding leader in financial... .... As a Registered Client Service Associate, you will provide dedicated support to high...SuggestedHourly payFull timeH1bWork at officeHome officeVisa sponsorship- ...to helping you succeed, empowering you to grow and excel in your role. Qualifications Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability to lead and inspire teams to achieve outstanding results....SuggestedWork from home
$90k - $110k
...meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success,... .... About the Role We are seeking an accomplished Senior Associate in Client Service to join one of our largest advisor teams. This individual...SuggestedFull timeSummer workWork at office- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...SuggestedFlexible hours
$260k - $390k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with three to five years of relevant transactional experience...Suggested- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...Suggested
- A leading global investment firm is seeking a Client Services Associate in Seattle, WA. This role involves supporting various functions within the Advisor and Intermediary Solutions business to achieve sales goals. The ideal candidate will have at least one year of client...Suggested
$35 - $44 per hour
Client Accounting & Advisory Services Associate This full‑time hourly role is part of our Client Accounting & Advisory Services group and focuses on outsourced accounting services for small and lower‑middle‑market businesses. The Associate manages day‑to‑day client accounting...Hourly payFull timeWork at officeFlexible hours$45k
...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office$70k - $110k
...family office committed to delivering legendary service and impact. Parcion Private Wealth is... ...our firm in delivering legendary operations and client service. We are seeking an experienced Client Service Associate to join our firm. As the first person our clients...Full timeTemporary workLocal areaMonday to FridayFlexible hours$70k - $110k
...family office committed to delivering legendary service and impact. Parcion Private Wealth is... ...our firm in delivering legendary operations and client service. We are seeking an experienced Client Service Associate to join our firm. As the first person our clients...Full timeTemporary workLocal areaMonday to FridayFlexible hours$31.4 - $38.6 per hour
...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 will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$80k - $90k
...Job Description Job Description Senior Client Service Associate – Wealth Management (Hybrid | Seattle, WA) $80,000 – $90,000 + annual bonus + full benefits A well-established, independent wealth management firm is seeking a Senior Client Service Associate to...Temporary work- A financial services firm in Kirkland, Washington, seeks a Client Accounting & Advisory Services Associate. This full-time hybrid role involves managing outsourced accounting services, including payroll and reconciliations. Candidates should possess a BA/BS in accounting...Full timeFlexible hours
$35 - $44 per hour
A financial services firm in Kirkland, Washington, seeks a Client Accounting & Advisory Services Associate for a full-time hourly role. Responsibilities include managing end-to-end accounting processes and payroll administration, addressing client needs, and performing...Hourly payFull time- JPMorgan Chase & Co. is hiring a Private Client Investment Associate in Bellevue, WA, to provide client service and operational support to Advisors within Wealth Management. Key responsibilities include supporting Advisors' operational requests, fostering client relationships...
- A leading financial institution seeks a motivated individual to provide exceptional client service and support to Financial Advisors in Seattle. This role requires a client-centric approach, tasks include educating clients about banking services and maintaining strong...Hourly pay
$60k - $75k
A local financial institution in Seattle seeks a full-time customer service representative responsible for day-to-day branch operations, including client onboarding, product sales, and transaction security. The ideal candidate has a Bachelor’s degree and 2+ years of experience...Full timeLocal area$35 - $44 per hour
...technology AI tools an offshore captive shared back-office services a catalytic leadership system and modernized equity... ...full potential. For more information visit . Client Accounting & Advisory Services Associate This position is part of our Client Accounting &...Hourly payFull timeWork at officeFlexible hours- A diversified financial services leader is looking for a Registered Client Service Associate in Seattle. The role will support high producing advisors by preparing portfolio materials and leveraging analytical skills. Ideal candidates should have a bachelor's degree, 3...Work at office
- ...institution that provides personal, business and partner banking services and the website, CD Valet®. Our experienced team and open API,... ...technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly...Full timeWork at office
- ...Job Description Job Description Well-established financial services firm on Mercer Island, in the greater Seattle area, is seeking a Client Associate to join our team! We are achievement oriented and have a reputation for excellence. We deal positively with our established...Work experience placementWork at office
