21 client accounting services associate jobs at 16 companies in Everett, WA
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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
2mo
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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
3w
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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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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
1d
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Registered Client Service Associate
Bellevue, Washington, United States
$36k-$85k/yr OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, financial products knowledge, advanced Microsoft Office skills, and strong organizational, writing, interpersonal, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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
3d
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Client Service Manager
Bellevue, Washington, United States
$26/hr FieldFull Time
Supervisory/scheduling experience, strong communication and customer-service skills, valid driver’s license and auto insurance, accountable and able to work independently; associate or bachelor\u0002s in business, nursing, or social services preferred.
1w
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Associate Banker - Healthcare Services- Associate
San Francisco or Seattle or Los Angeles
$115k-$145k/yr OnsiteFull Time
3+ YOE3+ years in banking/credit/treasury roles, leadership and risk assessment skills, ability to develop and retain client relationships; bachelor’s degree preferred.
2w
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Senior Associate
Bellevue, Washington, United States
HybridFull Time
2+ YOEBachelor's in finance/business or similar, 2+ years financial or client services experience, hedge fund/AML/KYC knowledge a plus, strong communication and Excel skills.
Microsoft Office, Microsoft Excel
2mo
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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.
3w
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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
3w
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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 Series 66 (or Series 63 and 65),ability to be onsite M-F in Edmonds,WA,proficiency with Microsoft Office and CRM,strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
2mo
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Senior Associate, Indirect Tax
San Francisco or Santa Clara or Seattle
OnsiteFull Time
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
3w
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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.
2w
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Associate Financial Advisor
Issaquah, Washington, United States
$85k-$95k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years client-facing financial services experience; Series 7 & Series 66 preferred (sponsorship available); Washington Life & Health preferred; strong relationship and communication skills.
1mo
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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.
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