Client Care Associate/Client Advisor - Bellevue, WA

· Client Advisor · Seattle, WA · Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. · The Client Advisor is an excellent opportunity for someone with 5+ years of Associate ...

Louis Vuitton is seeking a highly motivated Client Advisor with passion for creating memorable experiences for worldly clientele. · ...

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. · ...

The Private Client Advisor is responsible for daily account servicing and client advisement needs, including handling client and insurance company inquiries, processing daily carrier downloads, and maintaining accurate account information in the agency management system. · Cultiv ...

We help clients build better workplaces, where people feel supported, empowered and inspired to thrive. · You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain businessYou will teach you about Gallagher's va ...

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor ...

· Client Service Associate · Greater Seattle Area · About the Company · Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full ...

· Position Summary · Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clien ...

· Position Summary · 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 Clie ...

We are seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

+Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirat ...

+Focus Partners Wealth is seeking a Client Service Associate to join our team. The Client Service Associate provides account support services, including onboarding, account maintenance and portfolio accounting. · ...

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 ...

· Position Summary · 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 Clie ...

We are seeking an exceptional individual to join a dynamic and high-producing team in our Bellevue office. This role requires outstanding attention to detail and client service skills. ...

· What is SeekOut?  · SeekOut is a leading talent acquisition platform that empowers companies to find, attract, and hire the best talent. Using advanced AI and machine learning, SeekOut provides deep insights into candidate pools, enabling recruiters to identify and engage with ...

The Client Advisory team provides assistance to clients in all manners of client service and daily operations. This role supports the firm's Bellevue office providing administrative duties including preparing custodian paperwork for opening client accounts facilitating IRA distri ...

+ 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' ...

Firm Overview · Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of gr ...

Who We Are: · Oppenheimer & Co. Inc. (�Oppenheimer�) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...