Technical Client Specialist - Kirkland

Role Overview · The Technical Client Specialist serves as a hands-on technical resource supporting client · implementations and ongoing client operations at ClearCost Health. This role is focused on · investigating and resolving complex data and platform-related questions that ar ...

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond. · This position requires Series 7 and Series 63 or ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the c ...

The Client Services Specialist supports the Financial Advisor(s) in the prospecting and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Oversee and ...

Focus Partners Wealth is seeking a Client Service Specialist to join our team. · The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. · This role partners closely with custodians and internal Focu ...

Addison Avenue Investment Services is seeking an experienced Financial Services Specialist to support a Financial Advisor Team with a long-standing book of business. · Manage client relationships and workflows across the full client lifecycle · Fulfill client requests and resolve ...

Your opportunity · As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this ...

Looking to break into sales and grow fast Start here At Apollo Industries were not just hitting goals — were raising the bar We re looking for competitive motivated individuals ready to launch their careers in sales As a Client Relations Specialist you ll work face-to-face with c ...

We help business owners and their families unlock the true potential of their wealth by taking care of the people they love for generations.We are a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact. · ...

+Sales Development Representative – Entry Level, · Looking to break into sales and grow fast? Start here. · Talk directly with new customers in a retail setting and walk them through current sales and promotions · ,Deliver a great experience for existing customers and help resolv ...

+ Deliver legendary service and impact as a Client Service Specialist at Parcion Private Wealth. + Assist clients with onboarding, account administration, technology tools and more. + Develop technical expertise across all areas of the business through ongoing training. · Requir ...

Client Experience & Sales Specialist · Bellevue, WA · Part-Time | Hourly + Performance Incentives · Zoom Room Bellevue is hiring a high-energy team member who thrives on connection, community, and results. · This is not a traditional front desk role. This position is centered aro ...

Seeking your next Sales challenge? · We're actively looking for ambitious, self-motivated individuals to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales professionals and newcomers, offering the ...

ABC Imaging is currently seeking a Client Relations Specialist to become an integral member of our team. · ...

Job Description Summary · Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist wi ...

This role is the face of the office and sets the tone for every visit by delivering a warm, polished, and highly professional client experience. ...

We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. To shape the future of travel, people must come first. · Serve as the primary point of contact for assigned customer, · Guide them through their succes ...

We are seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients. The ideal candidate will have 5+ years of legal billing experience with automated billing systems and an understanding of legal ...

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