Associate, Private Client Services - Bellevue

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

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 Services Lead plays a crucial role in enhancing the effectiveness and efficiency of our client services department. · Leadership and Execution: Lead the execution of advanced client support activities... · Policy Development: Develop and refine client service policies ...

Focus is seeking a Client Service Associate to join our team The CSA will support multiple wealth advisory teams and provide account support services including onboarding account maintenance distributions and portfolio accounting and reporting. · The annualized base pay range fo ...

You're a trusted partner to organizations navigating some of their most important people decisions. · At Gallagher Benefit Services, · We help clients build better workplaces, · where people feel supported, · empowered, · and inspired to thrive.Medical/dental/vision plans, · Life ...

+ Deliver legendary service and impact as a Client Service Specialist at Parcion Private Wealth. + Assist clients with onboarding, account administration, technology tools and more. + Develop technical expertise across all areas of the business through ongoing training. · Requir ...

We help high- and ultra-high-net-worth individuals and families to enjoy a full life · Lead and mentor the Client Service team</li><li>Oversee daily client service operations</li><li>Manage workload distribution</li><li>Provide coaching training development opportunities</li><ul> ...

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 ...

The Client Services Lead plays a crucial role in enhancing the effectiveness and efficiency of our client services department. Without holding direct management responsibilities, this individual leads by example, providing advanced support activities for the advisory team and ser ...

The Client Services Specialist supports the Financial Advisor(s) in the prospecting and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Oversee and ...

· 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 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. · ...

We help high- and ultra-high-net-worth individuals and families to enjoy a full life while preserving their wealth for future generations. · We are always looking for talented and motivated individuals to join our team. · Lead and mentor the Client Service team fostering a cultur ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · Secures existing business and drives the sale of additional services and coverage levels. · ...

Career opportunities abound at Sound. Join our team of dynamic professionals who are making a difference in our clients' lives every day. · Perform front office and reception duties by answering multiple telephone lines, routing calls, taking messages (voicemail etc.), scheduling ...

+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 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 ...

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 ...

Passionate Customer Service Professional Needed. Must Love Pets. · Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. · Educate clients about Op ...

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 ...

+ 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 ...