Retail Customer Service Associate - Seattle

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 ...

+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 ...

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

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 ...

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 ...

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. · ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

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. · ...

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 · ...

Job Title: Mailroom Associate/Client Services Associate · Reports To: The Mailroom Associate/Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. · Job Overview: · The Mailroom Associate/Client Services Associ ...

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 ...

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. · ...

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 ...

We are seeking a Loan Servicing Associate who is eager to learn and grow within the financial services industry. · Assist with the setup of new loans in FiServ, ensuring data is entered accurately and completely. · Perform data entry and basic validation of borrower and loan info ...

The Member Services Associate is responsible for providing excellent customer service to Mountaineers volunteers, members, and guests by assisting with website navigation, membership questions, and program-related inquiries via phone and through our online response system. · Key ...

Description · Providence Mount St. Vincent is seeking friendly and compassionate Food Services Associates to join our team Become an integral part of our care team by working out in the units to provide nutrition and comfort to our residents. We are an Assisted Living, Long-Term ...