Director, Client Services - Seattle

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 ...

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. · ...

+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 are 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. · ...

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. · ...

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 · ...

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. · ...

++We're looking for enthusiastic Client Services Representatives to join our team. As a Client Services Representative, you'll engage with clients promptly and professionally, resolving their inquiries and concerns with a smile. · Receive inbound calls in a fast-paced environment ...

We are looking for enthusiastic Client Services Representatives to join our team and be the friendly voice that helps our clients navigate their needs, ensuring they have a seamless and enjoyable experience. · Receive a high volume of inbound calls in a fast-paced environment and ...

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

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. · ...

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. · This includes preparing proposals, presentations and communications material and coordinating the distribution of internal and external mar ...

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 ...

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. · ...

We're looking for enthusiastic Client Services Representatives to join our team. As a Client Services Representative you'll engage with clients promptly and professionally resolving their inquiries and concerns with a smile. · 3-5 years of Call Center experience preferred · Able ...

We're looking for enthusiastic Client Services Representatives to join Bee's and help our clients navigate their needs. · Receive a high volume of inbound calls in a fast-paced environment and make outbound calls to existing clients. · Able to quickly identify the client's reques ...

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer seeking a Client Service Associate for their Seattle, WA branch office. · The CSA's primary responsibility is to support Financial Professionals in day-to-day operations of a growing ...

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. · The ideal candidate will be pa ...

This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information. · ...

We are seeking a Client Service Associate on a contract basis to help support our Customer's business needs. · ...

We are seeking a detail-oriented client services professional to join our team. · ...