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$70k - $80k
...Washington (remote opportunities available) Position Summary: The Client Experience Associate (CEA) work directly with the Customer Experience Managers... ...but not limited to: providing additional product solution, handling warranty claims and answers to customer questions...SuggestedFor contractorsLocal areaRemote work- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$65k - $75k
...Job Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities... ...in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich...SuggestedFull timeWork at officeFlexible hours- A leading technology solutions provider in Seattle is looking for an Associate to join their Client Development team. The role focuses on nurturing sales skills through an immersive program and includes responsibilities like relationship management, account planning, and...Suggested
$55k - $70k
Qualifications Associates degree required 1-2 years of experience in Client/Sales Development in the IT industry preferred. An entrepreneurial mindset and a... ...communicator able to assist in presenting complex solutions as well as listening to and interpreting customer...SuggestedShift work$22.64 per hour
As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro... ...an award‑winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence...SuggestedTemporary workWork experience placementImmediate start$90k - $110k
...by focusing on what truly matters to our clients. With a 25-year history of consistent... ...Role We are seeking an accomplished Senior Associate in Client Service to join one of our... ...Anticipate client and advisor needs, providing solutions that enhance the client experience and...SuggestedFull timeSummer workWork at office- ...A business development firm in Seattle is seeking a Business Development Associate to foster new client relationships and assist with outreach initiatives. The ideal candidate is self-motivated and possesses strong communication skills. This role offers a flexible, structured...SuggestedRemote workFlexible hours
AWTB
Seattle, WA4 hours ago - Client Relationship Associate - Wealth Advisory - Bellevue, WA page is loaded## Client Relationship Associate - Wealth Advisory - Bellevue, WAlocations: Bellevue, WAtime type: Full timeposted on: Posted Todayjob requisition id: R17233CLA is a top 10 national professional...SuggestedWork at officeFlexible hours
- A leading financial advisory firm is seeking an Associate Advisor to manage day-to-day responsibilities of client service teams. The role involves providing analytical, operational, and administrative support to ensure successful acquisition and retention of clients. Ideal...SuggestedWork at office
$20 per hour
...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...SuggestedHourly payPart timeWeekend workAfternoon shift- ...Policy Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we'... ...Ensure the timely and successful delivery of our solutions according to client needs and objectives Communicate clearly...SuggestedRemote job
$25 - $44 per hour
A financial services company in Seattle seeks a Client Service Support professional to assist Financial Advisors. Responsibilities... ...working 37.5 hours per week with a pay range of $25.00 - $44.00 per hour based on experience. #J-18808-Ljbffr National Black MBA AssociationSuggestedHourly pay$60k - $70k
...investment advisory and asset management services. Job Description 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...SuggestedFull timePart timeLocal area$32.21 - $44.27 per hour
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s...SuggestedHourly payFull timePart timeHome 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...Work at officeLocal area
$32.21 - $44.27 per hour
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s...Hourly payFull timeH1bWork at officeHome officeVisa sponsorship- A leading financial institution in Seattle is seeking a Client Service Support professional to assist multiple Financial Advisors. In this role, you will deliver exceptional service, ensure client needs are promptly met, and strengthen relationships by promoting the bank...
$81k - $121.03k
Join a rapidly growing Client Advisory Services team where no two days and no two clients are the same. If you thrive in a fast‑paced... ...industries and organizations, the Client Advisory Services (CAS) Associate role offers the opportunity to do meaningful, hands‑on work...Temporary workWork experience placementInterim roleLive inLocal areaWork from homeFlexible hours2 days per week$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...$60k - $75k
...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 in the...Full timeLocal area- Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation... ...culture. About the Role We’re seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work...Work at office
$60k - $75k
...website, CD Valet®. Our experienced team and open API, cloud‑based core technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking...Full timeWork at office- 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
$45k
...to assist Financial Advisors and provide clients with quality service. Follows... ...James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and... ...manner. ~ Analyze problems and establish solutions in a fast paced environment. ~ Use mathematics...Work experience placementWork at office$32.21 - $44.27 per hour
A leading financial services firm in Seattle is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. This role involves preparing financial plans, managing client interactions, and ensuring efficient submission of paperwork...Full time- 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
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...
- ...of a team that values both excellence and humanity. At our client's, we don't just handle cases. We guide people through some of... ...and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers...Permanent employmentContract workTemporary workWork at office
W3Global Inc.
Seattle, WA4 days ago - ...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
