- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... starts between $60k - $70k plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth Management 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
- Umpqua Bank (Seattle, 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
- WTW (Seattle, WA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Bank of America (Bellevue, WA)
- Wealth Management Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KeyBank (Redmond, WA)
- …Way - Redmond, Washington 98052-4453 **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
- 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
- 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 (Seattle, WA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- BlackRock (Seattle, WA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse... support, in partnership with internal teams. + Host service KPI meetings and oversee holistic service … 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
- UNUM (Bellevue, WA)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- Lincoln Financial (Seattle, WA)
- …#:** 74583 **The Role at a Glance** We are excited to be hiring a ** Client Engagement Associate ** in our Retirement Plan Services Client Engagement team ... manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory. + Learn Lincoln's products & services… more
- Banfield Pet Hospital (Newcastle, 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
- Umpqua Bank (Woodland, WA)
- Client Service Specialist Retail Banking Group Woodland, 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 (Pasco, WA)
- Client Service Specialist Retail Banking Group Pasco, 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 (Renton, 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
- Banfield Pet Hospital (Newcastle, WA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES… more
- Fox Rothschild LLP (Seattle, WA)
- **Description** As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative ... and external clients. **ESSENTIA** **L FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- BluePearl (Tukwila, WA)
- **BluePearl Pet** **Hospital** **is** **hiring an experienced Client Service Coordinator.** + Are you an excellent customer service professional? + Do your ... to hear from you. At BluePearl Pet Hospital, our Client Service Coordinators are imperative to the...hospital. In this position, you are the first BluePearl Associate that the client sees. You will… more