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 ...

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 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 ...

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 ...

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 ...

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. · ...

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 ...

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 ...

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 ...

+ 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 ...

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 ...

Career opportunities abound at Sound. Join our team of dynamic professionals who are making a difference in our clients' lives every day. · Perform administrative duties relevant to the program needs of the organization. · ...

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 ...

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 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 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 ...

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 ...

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 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. · ...