- Bank of America (Bellevue, WA)
- …and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support position, typically providing dedicated ... Registered Wealth Management Client Associate Bellevue, Washington **Job Description:**...Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of… more
- The ODP Corporation (Seattle, WA)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...complete documentation, utilize training tools and process inventory. + Client focused, positive and engaging, action oriented, demonstrates a… more
- DA Davidson Companies (Bellevue, WA)
- …Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Bellevue, WA branch. In this ... you will work alongside Financial Professionals to provide excellent client service and support . This is an...and privileges of employment. Please contact us to request accommodation. Keyword: Client Associate From: DA Davidson… more
- Coldstream Wealth Management (Mercer Island, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Mercer Island teams you ... in ensuring that our clients receive outstanding service and support . This position is located on Mercer Island; however,...8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will ... in ensuring that our clients receive outstanding service and support . We have a flexible hybrid work environment (in...are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth… more
- Morgan Stanley (Seattle, WA)
- …capabilities in order to deliver the full firm to clients. *DUTIES and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new and existing client ... with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining… more
- Bank of America (Seattle, WA)
- Wealth Management Client Associate Seattle, 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
- Morgan Stanley (Kirkland, WA)
- …able to assist clients with their everyday needs. *DUTIES and RESPONSIBILITIES: * CLIENT SUPPORT * Provide service coverage fora FA/PWA/team including: * ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate ** **Location:** *Washington-Kirkland* **Requisition ID:**… more
- Morgan Stanley (Bellevue, WA)
- …capabilities in order to deliver the full firm to clients. *DUTIES and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new and existing client ... with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining… more
- Raymond James Financial, Inc. (Kirkland, WA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Wells Fargo (Bellevue, 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 ... experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience… more
- JPMorgan Chase (Seattle, WA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... support to Financial Advisors and their clients. You will...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- Compass Group, North America (Seattle, WA)
- …opportunity A family of companies and experiences As the leading foodservice and support services company, Compass Group USA is known for our great people, great ... of a dynamic Sr. Director of Strategic Design and Construction Projects and Client Engagement to lead Design Construction efforts for one of our global clients.… more
- Fox Rothschild LLP (Seattle, WA)
- …level of service to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support ** + Provide superior client service by answering and screening ... **Description** As a member of the Litigation Client Services Team (CST), the Client ...Specialist (CSS) Specialist is responsible for providing legal administrative support to a team of attorneys by performing complex,… more
- Bank of America (Kirkland, WA)
- …held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- KPMG (Seattle, WA)
- **Business Title:** Senior Associate , Account Management **Requisition Number:** 118196 - 103 **Function:** Business Support Services **Area of Interest:** ... as we are, join our team. KPMG is currently seeking a Senior Associate , Account Management to join our Growth and Strategy organization. Responsibilities: +… more
- Compass Group, North America (Everett, WA)
- …for the career. We are Canteen. Job Summary Job Summary: Our Account Coordinators support our Client Managers with program projects, client initiatives, and ... communicate a usable schedule + Provide project status summary reports and updates to Client Managers and other team members + Support activities for Client… more
- BluePearl (Tukwila, WA)
- …imperative to the success of our hospital. In this position, you are the first BluePearl Associate that the client sees. You will ensure that each client ... **BluePearl Pet** **Hospital** **is** **hiring an experienced Client Service Coordinator.** + Are you an excellent...peers turn to you for advice, guidance, comfort, and support ? + Are you looking for an opportunity to… more
- Banfield Pet Hospital (Des Moines, WA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide… more
- Coldstream Wealth Management (Bellevue, WA)
- …work culture? Then Coldstream might be a great fit for you! As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ... ensuring that our clients receive outstanding service and support . We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am - 4:00pm… more