Tax Senior Manager, Private Client Services - Seattle

Specialty Veterinary Path is growing. · We're looking for someone who sits at the center of our client experience — the calm, capable voice our veterinary partners trust. · This role is not just about answering phones. · It's about building relationships, supporting onboarding, a ...

**Specialty Veterinary Path is growing. · We're looking for someone who sits at the center of our client experience — the calm, capable voice our veterinary partners trust. · This role is not just about answering phones. · It's about building relationships, supporting onboarding, ...

We are seeking a detail-oriented client services professional to join our team at Freestone. This role is ideal for an early career professional who excels in client service and operations within the financial services industry. · Client Account & Service Excellence: Act as a tru ...

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 · ...

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 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. · ...

LinkedIn version · Company Description · Pacific Sage Partners is a fiduciary wealth management firm dedicated to helping individuals achieve their financial goals. Through a personalized approach, we provide comprehensive wealth management, financial planning, and investment ser ...

Seeking a Client Services Associate for a growing wealth management firm. This person will be responsible for providing administrative and operational support for clients. As the primary point of contact for service-related needs, the Client Services Associate must possess strong ...

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. · ...

Director of Client Service · Greater Seattle Area · A premier, high growth Multi-Family Office is seeking a · Director, Client Service, · to own and execute core client service operations and support during a period of continued growth. This is a hands-on role for an experienced ...

Hohimer Wealth Management, is looking for a Full Time Client Service Associate to join this growing independent boutique Advisory Firm. Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

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. · ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

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

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. · ...

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 ...

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. · ...

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. · ...

LinkedIn version · Company Description · Pacific Sage Partners is a fiduciary wealth management firm dedicated to helping individuals achieve their financial goals. Through a personalized approach, we provide comprehensive wealth management, financial planning, and investment ser ...

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 · ...