- JPMorgan Chase (Redmond, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Bellevue, WA)
- …102 E Yakima Avenue - Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- World Insurance Associates, LLC. (Seattle, WA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Sammamish, WA)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Seattle, WA)
- … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... 5th Avenue - Seattle, Washington 98101 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team...the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member… more
- US Bank (Seattle, WA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- JPMorgan Chase (Seattle, WA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- Deloitte (Seattle, WA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Seattle, WA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- KeyBank (Seattle, WA)
- … client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- Deloitte (Seattle, WA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Seattle, WA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Seattle, WA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- JPMorgan Chase (Seattle, WA)
- …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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- AECOM (Seattle, WA)
- …candidate should be able to demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor ; knowledge of the transportation ... **Job Description** **AECOM** is seeking a dynamic and experienced ** Client Account Manager** to drive business growth for Sound...water, new energy and the environment, our public- and private -sector clients trust us to solve their most complex… more
- Deloitte (Seattle, WA)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... various industry sectors. You will work directly with the client , have access to an elite group of specialists...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Seattle, WA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Seattle, WA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Seattle, WA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Raymond James Financial, Inc. (Seattle, WA)
- …operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond James & ... for benefits, processing requests for withdrawal, and any other activity that the client and their participants may need. Your guidance is provided to perform varied… more