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Client Services Specialist
Bellevue, Washington, United States
$96k-$102k/yr OnsiteFull Time
3+ YOE3+ years in investment support or client-facing roles; Series 7 and Series 63 or 66 required; Associate's degree or equivalent experience; advanced CRM and Microsoft Office proficiency; strong communication and attention to detail.
CRM, Microsoft Office Suite
1mo
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Senior Associate, Client Advisory
Bellevue, Washington, United States
$81k-$85k/yr HybridFull Time
1+ YOEBachelor's degree required, 1+ years financial services experience, CFP preferred; strong analytical, client service, and Excel skills; comfortable with account documentation and reporting.
Microsoft Office, Microsoft Excel
5d
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Registered Client Associate
Seattle, Washington, United States
$30-$36/hr OnsiteFull Time
Must complete SIE and Series 7 and Series 66 (or Series 63/65) or obtain licensing; strong knowledge of securities and products; solid Microsoft Word/Excel/Outlook skills; excellent communication and client service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
1mo
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Associate, Client Advisory
Bellevue, Washington, United States
$65k-$81k/yr HybridFull Time
Bachelor's degree required; strong analytical, client service, and communication skills; Microsoft Office (Excel) proficiency; prior client operations/financial management experience is a plus but recent graduates encouraged to apply.
Microsoft Office, Microsoft Excel
1w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
Salesforce, Microsoft Office
1w
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Client Service Associate (Kirkland, WA)
Kirkland, Washington, United States
$45k-$60k/yr OnsiteFull Time
Provide high-touch administrative support to financial advisors, manage client interactions, process transactions, open accounts, and prepare reports; CRM and Excel proficiency required; high school diploma required.
Client Relationship Management (CRM) software, Microsoft Excel
2mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1mo
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Associate Financial Advisor
Edmonds, Washington, United States
$82k-$137k/yr OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years client experience in financial services, FINRA Series 7 and 66 (or 63/65), onsite in Edmonds, WA.
5d
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Wealth Management Associate
Bellevue, Washington, United States
$80k-$100k/yr HybridFull Time
2+ YOE2+ years client service experience in wealth management, Series 65, FPQP or CFP module (or willing to obtain), proficiency with Microsoft Office and CRMs, strong communication and organizational skills, Bachelor’s degree.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce CRM, eMoney, Tamarac
6d
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Part Time (20 Hours) Associate Banker, Covington Square Branch, Covington, WA
Covington, Washington, United States
$25-$30/hr OnsitePart Time
Deliver attentive client service, open and service accounts, educate clients on digital banking, and perform branch operations; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM
4d
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Registered Branch Associate - Bothell, WA
Bothell, Washington, United States
OnsiteFull Time
High school diploma required (BA preferred). Series 7 and Series 66 registrations required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving and client-service skills.
4d
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Part Time Associate Banker Seattle Metro (30 hours)
Seattle, Washington, United States
$25-$30/hr OnsitePart Time
Provide attentive client service, open accounts, assist transactions, educate clients on digital tools, and perform branch operations; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM
4d
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Senior Associate, Customer Success
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yr RemoteFull Time
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.
Salesforce, CRM, ERP
4w
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Associate Trader/Trader - Currency
Seattle or New York City
$100k-$140k/yr OnsiteFull Time
2+ YOEBachelor's in Finance/Economics/Mathematics required, 2+ years trading experience preferred (FX preferred). Strong Excel and database skills, knowledge of electronic execution platforms and trading costs, client service, analytical problem solving. Must be authorized to work in the U.S.
Microsoft Excel
1mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
2w
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Associate Account Strategist (B2B) - Donut Studios
United States or Arkansas or California or Colorado or Florida or Georgia or Illinois or Michigan or Missouri or Nevada or New Jersey or New York or North Carolina or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Washington or Wisconsin or Seattle or New York City
$50k-$60k/yr RemoteFull Time
1+ YOE1–2 years in account coordination/client services or agency support; strong organization, written/verbal communication, attention to detail, proactive problem-solving, and experience with project management platforms (Asana).
Asana, Frame.io, Figma, Airtable, Workfront, Box, LIFT AI, Acorn Creator Suite
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