Tax Experienced Manager, Private Client Services - Seattle, WA, United States

Specialty Veterinary Path is growing. · We're looking for someone who sits at the center of our client experience — the calm, capable voice our veterinary partners trust. · This role is not just about answering phones. · It's about building relationships, supporting onboarding, a ...

**Specialty Veterinary Path is growing. · We're looking for someone who sits at the center of our client experience — the calm, capable voice our veterinary partners trust. · This role is not just about answering phones. · It's about building relationships, supporting onboarding, ...

We are seeking a detail-oriented client services professional to join our team at Freestone. This role is ideal for an early career professional who excels in client service and operations within the financial services industry. · Client Account & Service Excellence: Act as a tru ...

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 · ...

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 Client Service Associate provides exceptional service to clients and supports Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

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. · ...

Director of Client Service · Greater Seattle Area · A premier, high growth Multi-Family Office is seeking a · Director, Client Service, · to own and execute core client service operations and support during a period of continued growth. This is a hands-on role for an experienced ...

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 ...

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 ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

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. · ...

Ready to make a meaningful impact? · At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community—recognized wit ...

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 ...

Labcorp Is seeking a Client Service Representative to join our team. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. · ...

Seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations and project management within the financial services industry. · ...

Who We Are · At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13.5 billion in assets under manage ...

This is a hands-on role for an experienced client services leader who values clarity accountability and operational excellence. · Provide strategic oversight and guidance for all Client Service Workflows. · Manage escalated issues and action appropriate responses. · ...

At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. · ...

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. · ...