Associate, Private Client Services - Bellevue, WA

+Focus Partners Wealth is seeking a Client Service Associate to join our team. The Client Service Associate provides account support services, including onboarding, account maintenance and portfolio accounting. · ...

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 ...

· Position Summary · 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 Clie ...

· Position Summary · 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 Clie ...

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 ...

· Client Service Associate · Greater Seattle Area · About the Company · Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full ...

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 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 ...

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. · ...

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> ...

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 ...

You'll be a trusted partner to organizations navigating people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. · Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School de ...

Firm Overview · Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of gr ...

Who We Are: · Oppenheimer & Co. Inc. (�Oppenheimer�) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

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 than 8, ...

We are committed to providing valuable insights and guidance to help our clients achieve financial stability and growth. · Strong Customer Service skills · ...

Helping You Live Life to the Fullest SAILS Washington is dedicated to providing quality community-based support services for people of all ages and needs. · ...

This is a full-time Sales and Service Specialist position based in Bellevue. The role involves engaging with clients to understand their insurance needs delivering outstanding customer service meeting sales targets. ...

Wealth Management Advisor at Mainsail Financial Group.We invest heavily in our team and provide a unique opportunity. Mainsail Financial Group offers a place to flourish, push yourself, grow, · broaden your impact on a firm transforming in real time. · ...

Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory Centralized Service & Operations and Wealth Strategies Consulting Group. · ...