Client Servicing - Bellevue

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 ...

+ 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 ...

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 ...

· 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 ...

· Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. · This role is ideal f ...

· Overview · Career opportunities abound at Sound · Join our team of dynamic professionals who are making a difference in our clients' lives every day.  · Our team is focused on demonstrating compassion, patience, and understanding in all that we do. We firmly believe in and adv ...

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 ...

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 ...

+ 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 ...

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 ...

The Client Services Coordinator will be responsible for general administrative support to an office or group of sales professionals. · ...

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. · Assisting clients and the wea ...

The Client Services Specialist supports the Financial Advisor(s) in the prospecting and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Oversee and ...

Smartsheet is looking for a high-impact Client Services Director to join our Professional Services Sales team. This role owns the end-to-end sales cycle for Smartsheet's Services Portfolio and drives customer value by positioning Smartsheet as a strategic partner. · Own the servi ...

+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. · ...

Passionate Customer Service Professional Needed. Must Love Pets. · Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. · Educate clients about Op ...

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. · ...

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 are happy to train you to provide top notch service to our fantastic clients while you learn the ins and outs of property and casualty insurance. · ...

Smartsheet is looking for a high-impact Client Services Director to join our Professional Services Sales team. · We are seeking candidates who operate by: · leading complex, multi-solution pursuits, · influencing executive stakeholders, · and applying value based selling to measu ...