42 client associate jobs at 30 companies in La Conner, WA
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Client Associate
Everett, Washington, United States
$60k-$70k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage/client support experience; FINRA Series 7 and 63 (or equivalents) required; FINRA registration and SIE co‑requisite as applicable; intermediate Microsoft Office; strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, ability to work independently and as part of a team, integrity, and desire to help families.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEUndergraduate degree or college diploma preferred; 1+ year relevant experience; must obtain CIRO Investment Representative (IR) license; strong communication and relationship skills; knowledge of wealth management an asset.
Hub International: Provides global insurance brokerage and risk management services.
0+ YOEGoal-driven sales role; training provided to obtain Level 1 General Insurance License. High school diploma required; customer service, multitasking, and sales aptitude; less than 1 year relevant experience acceptable.
Sr. Client Service Assoc., National Accounts, Commercial Agriculture Banking - Abbotsford-Temporary (263802)
Abbotsford or Calgary
OnsiteContract, Temporary
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
Experience in commercial banking/onboarding, KYC/AML, credit support and client servicing; strong written/verbal skills, Excel and Salesforce knowledge; college degree in finance/accounting or equivalent experience preferred.
Salesforce, Intralink, Teams, Microsoft Excel, SDR, e-tracker
MaxStrength Fitness: A strength-training focused fitness franchise dedicated to transforming lives through evidence-based coaching and mentorship.
No experience required; passion for strength training, strong verbal communication, customer service orientation, willingness to learn; paid training provided; bonuses for client referrals and employee referrals.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Requires Canadian Investment Regulatory Exam (CIRE) or CFA Level 1 preferred, strong Microsoft Office skills, client service and communication abilities, knowledge of securities and regulatory compliance.
Fujifilm SonositeTokyo Stock Exchange: 4901: Develops portable ultrasound systems for point-of-care medical diagnostics.
1+ YOEBachelor's/Associate or equivalent experience, 1-3 years sales experience, CRM/Salesforce experience preferred, proven client relationships, ability to meet lead/sales quotas, strong communication and multitasking skills.
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Experienced mixed animal veterinarian with broad caseload; dairy/beef cattle, small ruminants, and companion animals; strong client relations and collaborative team orientation.
JFK Law: Specialized legal services for Indigenous peoples and communities.
5+ YOE5+ years' commercial/real estate/corporate solicitor experience; strong drafting and negotiation skills; called to the British Columbia Bar or eligible; excellent analytical and client skills.
Monark: A venture studio building and scaling technology-driven businesses.
1+ YOE1+ year customer service/order processing experience; strong verbal and written communication, Microsoft Outlook/Word/Excel/Teams proficiency, multitasking, organization, and client-portal experience.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
High school diploma or equivalent; experience developing client relationships, meeting sales goals, and cash handling; proficiency with Windows and digital platforms; valid driver's license; notary license preferred.
Part Time Associate Banker Seattle North (30 hours)
Lynnwood, Washington, United States
$25-$30/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to deliver attentive hospitality, learn products quickly, handle cash devices, and build trusted client relationships.
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
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yrOnsiteFull Time
MNP: National accounting, tax, and business advisory firm.
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Edward Jones: Offers investment management and financial planning through local branches.
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.
Altitude Group: Provides supplemental health insurance with return-of-premium benefits.
4+ YOEOutside territory sales role requiring strong communication, cold-calling, client relationship building; willingness to obtain Health & Life producer license; bachelor's degree or 4 years professional experience preferred.