Marketing Assistant and Client Services - Kirkland, WA

We are seeking an experienced and client-focused Client Service & Portfolio Manager to support borrowers across our private real estate lending platform. · Key ResponsibilitiesServe as the primary relationship manager for borrowers,sponsors,and property owners across a private re ...

Job Description · Job Summary · 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 Client Service Associate who is a motivated, detail oriented and creative problem solve ...

Job Description Summary · Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and d ...

Job Description Summary · Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and d ...

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. · ...

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. · ...

Job Description Summary · Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, mana ...

We are looking for a highly skilled and professional veterinary receptionist who truly cares for and enjoys working with both animals and their human families. Our mission is to provide our patients with the highest quality care possible while being transparent, communicative, an ...

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 ...

The Client Services Navigator – Outreach provides direct outreach trauma-informed services to youth living outside in Seattle. · ...

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 ...

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. · Assisting clients and the wea ...

· 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, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. · This role is ideal f ...

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 ...

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. · ...

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 ...

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 ...

+ 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 ...

The Client Services Navigator team provides direct support to unhoused young people in the Seattle and King County region.This role requires flexibility, collaboration, and strong organizational skills to support young people and young adults in crisis as they work toward stabili ...