Client Service Associate - Seattle, WA

We're looking for a Service Associate to carry out cash management functions and create strong partnerships with financial advisors.Carry out cash management functions · Create strong partnerships with assigned financial advisors · ...

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

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. · ...

+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 ...

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 ...

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 ...

A Unique Opportunity at Composition Wealth – an award-winning independent RIA with an amazing culture and national footprint. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families. · Provide operational and administrative sup ...

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 are seeking a Client Service Associate on a contract basis to help support our Customer's business needs. This role is hybrid (3 days onsite and 2 days remote/week) in Seattle or NYC. · Support new account setup, change requests, and cash raise processing across registered inv ...

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 · ...

The Client Services Associate provides exceptional office and mail services, · delivering operational functions in various areas including processing mail, · distributing mail, shipping and receiving product supplies, · and replenishing office supplies.Provides customer service t ...

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 ...

Provide SMART customer service through the daily execution of Lowe's customer service policies, procedures, and programs. · ...

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. · ...

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 · ...

Oppenheimer & Co. Inc.�s Private Client Division is currently 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 wealth management practice. · ...

We are seeking a Loan Servicing Associate who is eager to learn and grow within the financial services industry. This entry-level role is ideal for someone who is detail-oriented, organized, and passionate about delivering excellent service. · Assist with the setup of new loans i ...

Unique Opportunity at Composition Wealth – an award-winning independent RIA with amazing culture and national footprint. · Bachelor's degree, business-related preferred · Associate: 0-2 years of client service or administrative experience in the financial services industry; Senio ...

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