- 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 ... + Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth Management more
- Morgan Stanley (Bellevue, WA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *Washington-Bellevue* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Seattle, WA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- 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 ... + 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. (Kirkland, WA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- BluePearl (Tukwila, WA)
- …for new hire selection or internal transfer to fill open client service positions. **Experience Preferred:** + Education: Associate degree or equivalent in a ... join the BluePearl Pet Hospital f** **amily as a** ** Client Service Manager** **for our emergenc** **y...+ We value your health and well-being as an associate by providing you with the following: + Medical,… more
- HSBC (Seattle, WA)
- …and the planet we all share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... the center team to support these efforts As our Client Experience Associate you will: + Ensure...and placement of collateral + Manage the provision of service to Wealth Center customers. Identify potential process improvements… more
- WTW (Seattle, WA)
- …within our Technology, Media & Telecom 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 (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
- 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 ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Banfield Pet Hospital (Seattle, WA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * 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
- 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
- Banfield Pet Hospital (Seattle, 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 ... + Preventative care and OWPs + Communication Skills + Client Service Skills + Priority Setting Time...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Umpqua Bank (Seattle, WA)
- Client Service Specialist Retail Banking Group Seattle, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Umpqua Bank (Seattle, WA)
- Client Service Specialist Retail Banking Group Seattle, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Morgan Stanley (Bellevue, WA)
- …such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all ... and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills… more
- Banfield Pet Hospital (Tukwila, 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 ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. . Maximize the… more
- Umpqua Bank (Seattle, WA)
- Client Service Specialist - Float Retail Banking Group Seattle, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... complex technical problems on customer accounts. + Provide exceptional customer service . + Demonstrates compliance with all bank regulations for assigned job… more
- H&R Block (North Bend, WA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **553641BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- City National Bank (Seattle, WA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages overall relationship ... *RELATIONSHIP MANAGER ASSOCIATE -FOOD & BEVERAGE* WHAT IS THE OPPORTUNITY? Develops...from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and… more