Client Specialist - Kirkland

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond. · This position requires Series 7 and Series 63 or ...

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 ...

As a Client Specialist at Baird you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. · Responsible for client onboarding coordination which includes managing Financial Advisor(s) prospect pipeline assisting ...

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. · ...

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 ...

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 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 ...

Looking to break into sales and grow fast Start here At Apollo Industries were not just hitting goals — were raising the bar We re looking for competitive motivated individuals ready to launch their careers in sales As a Client Relations Specialist you ll work face-to-face with c ...

+Sales Development Representative – Entry Level, · Looking to break into sales and grow fast? Start here. · Talk directly with new customers in a retail setting and walk them through current sales and promotions · ,Deliver a great experience for existing customers and help resolv ...

+ 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 ...

The Client Operations Specialist at AHEAD builds platforms for digital business by weaving together advances in cloud infrastructure automation analytics software delivery to help enterprises deliver on the promise of digital transformation. · ...

We are looking for a Client Engagement Specialist (CES) who will work within the larger Client Engagement Team spanning three locations: Hobson Clinic, the DESC Downtown Behavioral Health Clinic, and the STAR Center. · The CES team will be the point people to monitor and provide ...

+Job summary · We are looking for a Client Engagement Specialist who will work within the larger Client Engagement Team spanning two locations: Hobson Clinic and the Downtown Behavioral Health Center. · +ResponsibilitiesTo be present in all main operating areas of both Hobson and ...

We are seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients. The ideal candidate will have 5+ years of legal billing experience with automated billing systems and an understanding of legal ...

ABC Imaging is currently seeking a Client Relations Specialist to become an integral member of our team. · ...

We help high- · & ultra-high-net-worth individuals · & families to enjoy a full life · & while preserving their wealth for future generations. · We focus on exceeding expectations, · simplifying lives, · and establishing legacies that last for generations. · ...

This role is the face of the office and sets the tone for every visit by delivering a warm, polished, and highly professional client experience. Serving as the first point of contact for visitors , attorneys , and business professionals this position ensures every interaction fee ...

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