- 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 (Mill Creek, 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 (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
- Bank of America (Seattle, WA)
- Wealth Management Client Associate (FP) Seattle, 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)
- 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
- 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
- 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 (Poulsbo, WA)
- Client Service Specialist Retail Banking Group Poulsbo, 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 (Seattle, 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
- 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
- KeyBank (Seattle, WA)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- WTW (Seattle, WA)
- …across the practice. + Support onboarding and development of new hires within the Client Service Team (CST) and Placement teams. **Market Engagement and Industry ... As a key member of WTW's Health and Benefits (H&B) team, the Associate Director will support the National Dental and Vision Practice in delivering strategic,… more