Client Service Associate - Bellevue - Coldstream Capital Management

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 ...

The Customer Service Associate serves as the primary point of contact between Universal Language and its clients, · a trusted liaison responsible for delivering timely, professional, and solution-oriented support. · This role is central to client satisfaction and retention, · ens ...

+Focus Partners Wealth seeks a Client Service Associate to join our team assisting clients and wealth management teams with account applications and asset-transfer forms communicating with custodians. · ...

Focus Partners Wealth seeks a Client Service Associate to join their team. The Client Service Associate provides account support services and helps advance the company's commitment to providing an exceptional experience for every client. · ...

· 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 annualized base pay ra ...

++Join our growing company as a Mail Services Associate where you will contribute to our success in the industry. · ++Sorts and delivers incoming mail by department and/or employee to ensure timely distribution. · Picks up departmental mail. · Operates mail machines including the ...

The Client Service Associate will play a pivotal role in supporting the Advisor Team.This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team. · Provide advanced support to assigned advisory team, including client data ga ...

We're looking for a detail-oriented and customer-focused Patient Services Associate to ensure smooth clinic operations and an excellent patient experience. · Greet and direct patients · Manage appointment schedules · Maintain accurate records · ...

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 Customer Service Associate serves as the primary point of contact between UniversalLanguage and its clients. · The Customer Service Associate provides responsive, high-quality customer support by answering inbound calls and emails from healthcare, government, and enterprise c ...

We are seeking a motivated and experienced Customer Service Associate with at least two (2) years of experience in precious metals or collectibles to join our team at Bellevue Rare Coins. · This role will support our communities by Buying, Selling, Trading, · and Appraising jewel ...

We have a fantastic opportunity to join one of our wealth management teams as a Client Service Associate with a growing team. · ...

Champions Do More · As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S. · Optimizing and developing accurate repair estimates in a manner ...

The General Service Associate is responsible for providing good customer service by building rapport and fulfilling customer requests in the Cashier Department. · ...

This position slices, cuts, packs, labels and prepares various Bakery (Bread, Cake and other Pastries) products in advance for customers to choose from. · ...

The General Assistant provides good service to customers by building rapport and fulfilling their requests at T&T Supermarkets. · Greet customers by providing good customer service with smile, friendly enthusiasm · Maintain shopping baskets and trolleys cleanliness and ensure the ...

+ 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' ...

+Job summaryThe Marketing & Customer Service Associate will work alongside our thoroughly trained and well-established Marketing & Customer Service team. · + · +ResponsibilitiesResearch each business/company assigned · Familiarize themselves within each territory assigned to gain ...

A client service associate will sit in at client meetings and prepare financial plans to support a book of business of $305M across 168 households. · ...

Lido Advisors is looking for an Associate to support Advisory teams in wealth management. The Private Client Services Associate enhances the client experience by providing exceptional service and administrative support. · ...

A career with U.S. Bank gives you a wide range of opportunities to discover what makes you thrive at every stage of your career. · Handles day-to-day client calls and transactions and problem resolution. · ...