Senior Client Associate - Kirkland

Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services i ...

Raymond James is seeking a dynamic Registered Client Service Associate who is motivated, detail oriented and creative problem solver to join our growing team. · Servicinga high volume of daily interactions, including basic inquiries and scheduling of meetings · Working both indep ...

The Client Service Associate provides exceptional service to clients and supports Financial Advisors on a daily basis. They build trusted relationships with clients through regular interactions. · ...

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. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · Answering gener ...

We help clients build better workplaces where people feel supported empowered and inspired to thrive. · As a Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. ...

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 ...

Crosby Wealth Advisors seeks a Client Service Associate/Front Desk Receptionist to work in Kirkland WA. · ...

Provide exceptional service to clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis through regular interactions. · ...

We are seeking a full-time Client Associate to join our team. · As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm's wealth management clients. · ...

We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.Nature of Role · As a Client Associate ( ...

The Client Associate plays a pivotal role in supporting the Client Advisors Team by providing seamless operations and exceptional service for Clients. · Support Advisors by coordinating client and prospect meetings, preparing meeting materials, and attending meetings to provide f ...

· ...

We are seeking a full-time Client Associate to join our team.You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. · ...

We are seeking a full-time Client Associate to join our team. · ...

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · This role will assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone direct interaction or ...

About This Role Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors Learn more about the career areas and business divisions at . In This Role You Will Assist Financial Advisor(s) colleagues with service and operational r ...

+Focus Partners Wealth seeks a Client Service Associate to join our team assisting clients and wealth management teams with account applications and asset-transfer forms communicating with custodians. · ...

Focus Partners Wealth seeks a Client Service Associate to join their team. The Client Service Associate provides account support services and helps advance the company's commitment to providing an exceptional experience for every client. · ...

· 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 annualized base pay ra ...

We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new ac ...