3w
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Client Associate
Bellevue or Seattle
$65k-$85k/yr OnsiteFull Time
3+ YOEClient service experience (ideally 3–7 years in finance), bachelor’s degree preferred (finance or related), strong communication and attention to detail, proficient with Microsoft Office Suite.
Microsoft Office Suite
1w
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Client Associate
Everett, Washington, United States
$60k-$70k/yr OnsiteFull Time
1+ YOE1-5 years branch operations experience preferred, high school diploma or equivalent, strong written and verbal communication, proactive, client-focused, able to manage complex situations.
1w
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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
3d
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Client Associate
Bellevue, Washington, United States
$40k-$77k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year applicable experience; proficiency in Microsoft Office and basic math; Life & Health license preferred within 30 days if not already licensed; strong communication and organizational skills.
Microsoft Office, Document Management System (DMS)
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
2w
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Client Associate Bellevue WA
Bellevue, Washington, United States
$20-$22/hr OnsitePart Time
1+ year client services experience; proficient with Microsoft Applications and POS; strong written and verbal communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Client Service Associate
Kirkland, Washington, United States
$54k-$72k/yr OnsiteFull Time
2+ YOEFinancial services experience preferred, 2 years relevant experience preferred, bachelor's degree or equivalent experience preferred, strong client service, confidentiality, critical thinking, attention to detail, multitasking.
2w
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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
2w
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Client Relationship Associate - Seattle
Kirkland, Washington, United States
$65k-$80k/yr HybridFull Time
Prior B2B client-facing experience, strong communication and problem-solving, CRM experience (AutoTask or ConnectWise), ability to work independently in a hybrid environment.
AutoTask, ConnectWise
1mo
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
Provides mail/shipping/receiving services, operate mailroom equipment, deliver customer service, maintain records, PC/MS Office skills, high school diploma required; 2+ years experience preferred; ability to lift 40–60 lbs.
Microsoft Office, Greenhouse, chain of custody software, MFD equipment, mail folding and inserting machine, postage meter, photocopying machine
2w
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Client Service Associate
Bellevue, Washington, United States
$60k-$70k/yr HybridFull Time
1+ YOE1-3 years customer service experience, interest in wealth management, proficiency with Microsoft Office, Salesforce/Tamarac a plus, strong communication and organizational skills; bachelor’s degree preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac
2w
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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
4w
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Wealth Management Client Associate
Bellevue, Washington, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong communication, detail orientation, ability to learn technology platforms; high school diploma/GED minimum; FINRA licenses (SIE/Series 7/66/63/65) preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Work From Home - Client Services Associate
Kent, Washington, United States
RemoteFull Time
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently and in a team.
Zoom
1mo
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J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
Seattle, Washington, United States
$80k-$100k/yr OnsiteFull Time
Bachelor's degree or equivalent; Series 7 & 66 required upon hire or obtained within 180 days; strong client communication, independent ownership of tasks, and proficiency with Word/PowerPoint/Excel.
Word, PowerPoint, Excel, Advisor Services, Wealth Planning & Advice, Goal Based planning, JP Morgan Online
1mo
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Associate Client Advisor
Seattle or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Stuart or Washington, D.C.
$80k-$100k/yr HybridFull Time
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; proficiency with Microsoft Office and Salesforce; strong analytical, communication, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
2mo
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Registered Client Service Associate
Seattle, Washington, United States
$30-$34/hr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience; FINRA Series 7 and 66 or 7,63,65; 3+ years preferred; strong customer service; proficient in MS Office.
Microsoft Office, Office Suite
3w
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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 Client Relationship Associate - Seattle, WA (onsite)
Seattle, Washington, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required; 4+ years experience in investment advisory, asset management, or financial services preferred; strong communication, business judgment, organization; proficiency with Microsoft Office and CRM systems.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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
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