- Guardian Life (Olympia, WA)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- Morgan Stanley (Seattle, WA)
- …management in an investment context across a wide range of client types, from high - net - worth individuals to institutions in the US and internationally. The ... our clients. We are looking for a Client Success Specialist to join our team in streamlining and executing...Determine and arrange training for investment professionals to ensure high caliber client support such as presentation and communication… more