- Aston Carter (Bellevue, WA)
- …for key aspects that support client -facing and operational functions of our wealth management group. The Client Service Associate will strive to ... (Job Description) The Client Service Associate will assume responsibility...(Qualifications) + 1-2+ years of experience working at a financial services firm as a Client… more
- Bank of America (Bellevue, WA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Bellevue, WA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Bellevue, WA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...full range of goals-based financial planning / wealth strategies including assessment of client needs… more
- JPMorgan Chase (Bellevue, WA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream as the leading wealth management firm for their clients + Wealth Planning: + Provide services to clients, including income tax, estate, ... Job Descriptions: Are you looking for a wealth management firm that provides career development, work-life...planning and focus on providing unparalleled advice and exceptional service . We welcome new colleagues who believe in our… more
- Deloitte (Seattle, WA)
- …during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + Ability to perform job ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June… more
- Deloitte (Seattle, WA)
- …during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + Ability to perform job ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May...per week + 3+ years' experience providing tax planning services or preparing and reviewing client work… more
- HUB International (Bothell, WA)
- …process development/ enhancements, facilitating technology adoption, and product distribution/sales/ client services . **RESPONSIBILITIES** + Serve as primary ... their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things… more
- Bank of America (Seattle, WA)
- …having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Charles Schwab (Bellevue, WA)
- … plans and portfolios for clients + Five or more years in the financial services industry working directly with clients **Preferred Qualifications** + CFP or ... on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice… more
- HSBC (Bellevue, WA)
- …good decision making and ability to deliver + Minimum of three years working in financial services industry + Knowledge of brokerage products and services , ... performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). As our Wealth ...of their assigned portfolio + Support WRMs to manage client contact and service , including, in the… more
- Equitable (Bellevue, WA)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... Wealth Management Associate - WA, Bellevue (5073) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Bank of America (Seattle, WA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... inquiries through numerous channels to support operational efficiency and quality client service + Performs basic research, follow-ups, and resolution of… more
- Aston Carter (Bellevue, WA)
- Job Title: Client Services Associate Job Description The Client Service Associate will take responsibility for key aspects supporting the client ... Administration. + 1-2 years of experience working at a financial services firm or relevant internship experience....ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- JPMorgan Chase (Bellevue, WA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- Wells Fargo (Bellevue, WA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Wells Fargo (Bellevue, WA)
- …+ Strong analytical skills with high attention to detail and accuracy + Client services experience + Knowledge and understanding of brokerage: systems or ... **About this role:** Wells Fargo is seeking a Client Performance Analyst 3 in Wealth ...applications + Brokerage client support experience + Financial analysis experience… more
- Edward Jones (Federal Way, WA)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial services … more
- US Bank (Seattle, WA)
- …personal trust services . Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of ... expert advice and counsel in the area of affluent wealth banking client relationships by focusing on...Wealth products and offerings - Advanced competency in Financial Planning - Demonstrated expertise in ability to engage… more