Client Associate - Seattle

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 ...

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 ...

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 ...

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

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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 ...

· LOCATION: SEATTLE, WA · 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. · Your Role ...

Your role · Are you truly service oriented? Do you know how to take care of people? · 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 report ...

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. · ...

Hohimer Wealth Management, is looking for a Full Time Client Service Associate to join this growing independent boutique Advisory Firm. Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client ...

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. · ...

Seeking a Client Services Associate for a growing wealth management firm. This person will be responsible for providing administrative and operational support for clients. As the primary point of contact for service-related needs, the Client Services Associate must possess strong ...

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 ...

You will provide operational and administrative support to Client Advisors in their daily practices. · Act as a key point of contact for client issues and concerns · Own account maintenance for new and existing clients · ...

+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 ...

Job Title: Mailroom Associate/Client Services Associate · Reports To: The Mailroom Associate/Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. · Job Overview: · The Mailroom Associate/Client Services Associ ...

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. · ...

LinkedIn version · Company Description · Pacific Sage Partners is a fiduciary wealth management firm dedicated to helping individuals achieve their financial goals. Through a personalized approach, we provide comprehensive wealth management, financial planning, and investment ser ...

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. · ...

The SMA Client Service team partners with portfolio management, operations, trading, and distribution to deliver a best-in-class service experience for all clients. · Set up new accounts · Process change requests · ...