Client Servicing - Bellevue

The Client Service Leader is responsible for leading a team of client service managers while actively participating in client service delivery.This role requires a balance of strategic leadership, team development, and direct client interaction to ensure the highest level of serv ...

The Client Services Lead plays a crucial role in enhancing the effectiveness and efficiency of our client services department. · Leadership and Execution: Lead the execution of advanced client support activities... · Policy Development: Develop and refine client service policies ...

+ Deliver legendary service and impact as a Client Service Specialist at Parcion Private Wealth. + Assist clients with onboarding, account administration, technology tools and more. + Develop technical expertise across all areas of the business through ongoing training. · Requir ...

You're a trusted partner to organizations navigating some of their most important people decisions. · At Gallagher Benefit Services, · We help clients build better workplaces, · where people feel supported, · empowered, · and inspired to thrive.Medical/dental/vision plans, · Life ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · Secures existing business and drives the sale of additional services and coverage levels. · ...

Focus is seeking a Client Service Associate to join our team The CSA will support multiple wealth advisory teams and provide account support services including onboarding account maintenance distributions and portfolio accounting and reporting. · The annualized base pay range fo ...

+Focus Partners Wealth seeks a Client Service Associate to join our team assisting clients and wealth management teams with account applications and asset-transfer forms communicating with custodians. · ...

We help business owners and their families unlock the true potential of their wealth by taking care of the people they love for generations.We are a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact. · ...

We help high- and ultra-high-net-worth individuals and families to enjoy a full life while preserving their wealth for future generations. · We are always looking for talented and motivated individuals to join our team. · Lead and mentor the Client Service team fostering a cultur ...

Focus Partners Wealth seeks a Client Service Associate to join their team. The Client Service Associate provides account support services and helps advance the company's commitment to providing an exceptional experience for every client. · ...

· Focus Partners Wealth is seeking a Client Service Associate to join our team The Client Service Associate is an integral member of the Wealth Management team helping to advance our commitment to providing an exceptional experience for every client. · The annualized base pay ra ...

We help high- and ultra-high-net-worth individuals and families to enjoy a full life · Lead and mentor the Client Service team</li><li>Oversee daily client service operations</li><li>Manage workload distribution</li><li>Provide coaching training development opportunities</li><ul> ...

The Client Services Lead plays a crucial role in enhancing the effectiveness and efficiency of our client services department. Without holding direct management responsibilities, this individual leads by example, providing advanced support activities for the advisory team and ser ...

Focus Partners Wealth is seeking a Client Service Specialist to join our team. · The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. · This role partners closely with custodians and internal Focu ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the c ...

The Client Service Associate will play a pivotal role in supporting the Advisor Team.This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team. · Provide advanced support to assigned advisory team, including client data ga ...

We help business owners and their families unlock the true potential of their wealth. We deliver legendary service and impact. · Serve as a primary point of contact for clients. · Maintain direct responsibility for onboarding, account administration, cash movement, technology too ...

Addison Avenue Investment Services is seeking an experienced Financial Services Specialist to support a Financial Advisor Team with a long-standing book of business. · Manage client relationships and workflows across the full client lifecycle · Fulfill client requests and resolve ...

+ Job summary: At Gallagher Benefit Services you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. + Qualifications: A bachelor's de ...

Career opportunities abound at Sound. Join our team of dynamic professionals who are making a difference in our clients' lives every day. · Perform front office and reception duties by answering multiple telephone lines, routing calls, taking messages (voicemail etc.), scheduling ...