Client Service Associate - Bellevue, WA

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 ...

· Overview · Responsibilities · The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior ...

· 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 ...

· 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 ...

Now is a great time to join our growing company The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning and related office support services for Fortune 500 companies professional service firms and institutions of ...

· The Marketing & Customer Service Associate will work alongside our thoroughly trained and well-established Marketing & Customer Service team. Each new Marketing & Customer Service Associate will be assigned an individual trainer as well as one business client to become familia ...

· Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Le ...

+ Job summary · Lido Advisors seeks an Associate to support Advisory teams in wealth management.++Manage onboarding of new client accounts. · +Liaise with custodian partners and internal departments. · +Assist with preparation of alternative investment paperwork. · ++ + Bachelor' ...

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 ...

+The Associate Director of Donor Services provides strategic leadership for Seattle Humane's fundraising systems, prospect management, and donor data infrastructure. · +Oversees donor data integrity within Raiser's Edge NXT. · Leds development of reporting systems that deliver ac ...

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 ...

Associates in Store Support positions are responsible for a variety of non-sales functions. This may include ensuring an outstanding customer order fulfillment experience, assisting customers in the lot or providing administrative services. Direct customer or vendor interaction i ...

Associates in Freight/Receiving positions ensure the store is stocked and ready for business every day. They load and unload trucks, move material from the receiving area throughout the store, may operate forklifts and may perform critical functions for maintaining proper on-hand ...

The Director of Member Services develops, implements and manages a comprehensive REALTOR membership program. The program includes an active recruitment and retention plan, the development of member and strategic alliance relations, · and the recognition of annual member achieveme ...

Sales Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutions—including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight curren ...

Kitchen Designers at The Home Depot help customers turn their kitchen and bath dreams into reality. Kitchen Designers greet and engage customers, listen to their needs, and guide them through the design process—offering "good, better, best" options, samples to take home, and expe ...

· Company Description · *Some of our part-time positions may lead to full time employment.  Great opportunity for retiree or student  · Celebrating 25 years as a leading global provider of office supplies and services, Office Depot provides business solutions to millions of cust ...

The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. · Sell with Confidence. Grow with AutoNation. · ...

Associate Financial Advisor - BECU · Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at BECU in the Bellevue, WA area would allow you ...

Associate Financial Advisor - · BECU · Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at BECU in the Bellevue, WA area would allow you ...