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$65k - $85k
...people? Responsibilities keep management systems up-to-date with client information educate clients on account services and... ...the utmost care. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service,...SuggestedFull timeWork at office$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...SuggestedLocal areaOppenheimer & Co.
Seattle, WA2 days ago$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals in...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Seattle, WA2 days ago$50k - $73k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...success. What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...SuggestedWork at officeFlexible hoursStifel Financial
Bellevue, WA4 days ago$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 areaOppenheimer & Co. Inc.
Seattle, WAa month ago$30 - $33.65 per hour
...providing exceptional, personalized service has been key to our continued growth. Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities Provide sales and...SuggestedWork experience placementWork at officeLocal areaFlexible hours$32.21 - $44.27 per hour
....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing...SuggestedHourly payFull timeH1bWork at officeHome officeVisa sponsorship$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$60k - $70k
Your role We’re looking for a client associate to: keep management systems up-to-date with client information educate clients on account... ...utmost care. Your expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 1-3 years of experience in client...SuggestedFull timeWork at office$65.5k
...Client Associate & Trust Services We are seeking a full-time Client Associate & Trust Services to join our team. Based in Seattle, Laird... ...identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil...SuggestedFull timeContract workWork experience placementWork at officeRemote workFlexible hours$70k - $110k
...player to assist our firm in delivering legendary operations and client service. We are seeking an experienced Client Service... ...with confidence and discretion. Experience working within an SEC-Registered Investment Adviser environment. Notary certification (or willingness...SuggestedFull timeTemporary workLocal areaMonday to Friday$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...Suggested$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...represented. Requirements Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred....Suggested$70k - $110k
...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... ...discretion. Holds experience working within an SEC-Registered Investment Adviser environment. Possesses...SuggestedFull timeTemporary workLocal areaMonday to FridayFlexible hoursParcion Private Wealth
Bellevue, WA7 days ago$54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...represented. Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred....Suggested$65.5k
...Client Associate & Trust Services (Tax/Bill Pay) We are seeking a full-time Client Associate & Trust Services (Tax/Bill Pay) to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide...Full timeWork experience placementWork at officeFlexible hoursLaird Norton Wealth Management
Seattle, WA1 day ago- ...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...Remote workFlexible hours
AWTB
Seattle, WA11 days ago - Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active...
- 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
$55k - $103k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Work at officeFlexible hours- JPMorgan Chase is seeking a Client Associate to support Financial Advisors by providing exceptional wealth management services to high net worth clients. This role involves client onboarding, managing account maintenance, and offering investment advice while ensuring compliance...
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Full timeWork at officeLocal areaFlexible hoursShift work
- Arthur J Gallagher & Co is offering an exciting opportunity for a Client Associate in Bellevue, WA. In this role, you will support account teams in delivering exceptional service and learn about the insurance industry. Key responsibilities include assisting with client...
- ...core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our... ...Certificates of Deposit. Position Summary The Private Client Associate (PCA) is responsible for delivering outstanding customer service...Full timeBank staffWork at officeWork from home
$60k - $70k
A leading financial services firm is seeking a client associate in Seattle. This role involves maintaining client information systems, educating clients on services, and preparing reports for meetings. Ideal candidates will have 1-3 years of client service experience in...- 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...Work at office
$55k - $95k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal areaMorgan Stanley
Bellevue, WA3 days ago- ...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
CD Valet
Seattle, WA3 days ago $80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with...Summer workFreestone Capital Management
Seattle, WA9 hours ago
