Manager, Client Services - Seattle

We are seeking a Client Service & Operations Analyst to deliver a seamless high-touch experience to our clients while supporting the firm's operational infrastructure. · Demonstrate excellence in client service operations ensuring accurate and timely execution of tasks related to ...

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. · ...

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. · ...

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

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. · ...

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 ...

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 ...

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 position provides direct customer service support and high-level administrative assistance to clients. · Answer incoming client calls and direct calls to appropriate departments. · Perform various clerical tasks including maintaining paper and electronic files. · ...

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. · ...

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 ...

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. · ...

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 ...

+Legacy Promotions is a fast-growing promotional sales and marketing firm committed to helping our clients expand their reach, boost brand awareness. · +Engage face-to-face daily with potential new consumers · Provide excellent customer service for existing clientele · +Funny tea ...

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 portfolio management, operations, trading, and distribution to deliver a best-in-class service experience for all clients. · Set up new accounts · Process change requests · ...

We are seeking a full time Client Service Representative to join our General Practice clinic. · ...

+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 ...

+Job summary · We are seeking a well-rounded Client Services Coordinator to facilitate and coordinate client flow at Evidence Based Treatment Centers of Seattle. · +ResponsibilitiesGeneral administration · Benefits ...

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 ...