Client Service - Kirkland, WA

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 ...

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 ...

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. · ...

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 ...

This is a full-time hybrid role for a Client Servicing position based in Bellevue, WA. · Handle client interactions · Ensure customer satisfaction · ...

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 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 ...

The Client Service Leader is responsible for leading a team of client service managers while actively participating in client service delivery.This role requires a balance of strategic leadership, team development, and direct client interaction to ensure the highest level of serv ...

The Client Service Associate will play a pivotal role in supporting the Advisor Team.This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team. · Provide advanced support to assigned advisory team, including client data ga ...

Focus Partners Wealth is seeking a Client Service Specialist to join our team. · The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. · This role partners closely with custodians and internal Focu ...

We help business owners and their families unlock the true potential of their wealth by taking care of the people they love for generations.We are a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact. · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the c ...

+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. · ...

The Client Services Navigator position at YouthCare provides direct trauma-informed services to young people engaged with their programs in Seattle and King County. This role involves working in a multidisciplinary environment with staff across programs to support diverse needs o ...

We help business owners and their families unlock the true potential of their wealth. We deliver legendary service and impact. · Serve as a primary point of contact for clients. · Maintain direct responsibility for onboarding, account administration, cash movement, technology too ...

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 ...

Addison Avenue Investment Services is seeking an experienced Financial Services Specialist to support a Financial Advisor Team with a long-standing book of business. · Manage client relationships and workflows across the full client lifecycle · Fulfill client requests and resolve ...

+ Job summary: At Gallagher Benefit Services you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. + Qualifications: A bachelor's de ...