Client Associate - Seattle

The Client Associate plays a pivotal role in supporting the Client Advisors Team by providing seamless operations and exceptional service for Clients. · Support Advisors by coordinating client and prospect meetings, preparing meeting materials, and attending meetings to provide f ...

We are seeking a full-time Client Associate to join our team. · As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm's wealth management clients. · ...

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · This role will assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone direct interaction or ...

We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.Nature of Role · As a Client Associate ( ...

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We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new ac ...

We are seeking a full-time Client Associate to join our team. · As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm's wealth management clients, · You must be organized, have outstanding ...

We are seeking a full-time Client Associate to join our team. · ...

About This Role Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors Learn more about the career areas and business divisions at . In This Role You Will Assist Financial Advisor(s) colleagues with service and operational r ...

+keep management systems up-to-date with client information · +educate clients on account services and capabilities · +help with the preparation of reports and other materials for client meetings · +collect the right documentation for opening new accounts and service requests · J ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our growing ...

The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. · We are looking for our next Client Service Associate to support our growing business Successful ca ...

We are seeking a Client Services Associate for our growing wealth management firm. The person will provide administrative and operational support to clients. · Build and maintain strong relationships with clients. · Serve as the primary point of contact for client inquiries. · ...

+h2>Job summary · The Client Service Associate is responsible for providing exceptional support to clients and advisors. · +h2>Qualifications · +li>Bachelor's degree in Finance, · Business Administration, · or a related field+ · ,+li>Series 65 license preferred+ · ,+li>Previous e ...

We're seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. · ...

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities.The ACA owns client service activities and client engagement in those ...

We are looking for our next Client Service Associate to support our growing business. · ...

VARITE is looking for a qualified Client Service Associate in Seattle, WA. The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. · ...

We are seeking a Client Service Associate on a contract basis to help support our Customer's business needs. This role is hybrid (3 days onsite and 2 days remote/week) in Seattle or NYC. · Support new account setup, change requests, and cash raise processing across registered inv ...

+Job summary · We are a provider of specialized fund administration services for Managers and General Partners of private equity funds. · +Assist internal engagement teams with onboarding activities · Compile and organize investor CRM information · Assist with data validations, l ...