- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to join one of our growing teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... + Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth Management more
- Raymond James Financial, Inc. (Seattle, WA)
- …why drawing on our collective experience and insight is very important to our team. The Client Associate is the foundation of our team in many ways. The ideal ... people. They are a lifelong learner and share our client -centric vision. By joining us, you're joining a collaborative...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Aston Carter (Bellevue, WA)
- (Job Description) The Client Service Associate will assume responsibility for key aspects that support client -facing and operational functions of our ... wealth management group. The Client Service Associate will strive to support the team's advisors and planners in handling the day-to-day management of … more
- WTW (Seattle, WA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and… more
- Banfield Pet Hospital (Bothell, WA)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. . Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- WTW (Seattle, WA)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- Umpqua Bank (Spokane, WA)
- …internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in the branch to ... Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help… more
- Norstella (Olympia, WA)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to...of such programs, with a focus on superior customer service + Workclosely with senior team members to learn… more
- Bank of America (Bellevue, WA)
- Wealth Management Client Associate (FP) Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Bellevue, WA)
- Private Wealth Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- BlackRock (Seattle, WA)
- …+ Collect, validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis on performance attribution, ... technology and process options to scale and automate routine client service activities. + Drive projects to...of experience in financial services / asset management for associate level consideration. \#EarlyCareers For Seattle, WA and Atlanta,… more
- Aston Carter (Bellevue, WA)
- Job Title: Client Services AssociateJob Description The Client Services Associate will be responsible for key aspects that support the client -facing and ... be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is an equal opportunity employer and will consider… more
- KeyBank (Olympia, WA)
- …Way E - Olympia, Washington 98506-5099 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs-… more
- Wells Fargo (Bellingham, WA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (Edmonds, WA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- BlackRock (Seattle, WA)
- …home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... onboarding, and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers. **The ACS team… more
- Publicis Groupe (Seattle, WA)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... We combine boutique-caliber insights and service with the buying clout and first-look access of...sociology, psychology, and other liberal arts disciplines. **Overview** The Associate Director requires the ability to apply social knowledge… more
- Umpqua Bank (Tacoma, WA)
- Client Service Specialist Retail Banking Group Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough… more
- Umpqua Bank (Enumclaw, WA)
- Client Service Specialist Retail Banking Group Enumclaw, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist(Teller)play a key role in delivering on the bank's Breakthrough… more
- Banfield Pet Hospital (Everett, WA)
- Banfield Pet Hospital Client Service Coordinator - WA Effective: 1/1/2025 SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") ... + Preventative care and OWPs + Communication Skills + Client Service Skills + Priority Setting +...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more