3w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Registered Client Associate
Lynnwood, Washington, United States
$31-$46/hr OnsitePart Time
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
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year experience (hospitality/retail/office preferred), comfortable with Microsoft Office, able to lift up to 40 lbs, strong verbal and written communication.
Microsoft Office
3w
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Client Service Associate (Kirkland, WA)
Kirkland, Washington, United States
$45k-$100k/yr OnsiteFull Time
0+ YOEHigh school diploma required; 0+ months experience acceptable; securities industry experience preferred; proficiency with CRM and Microsoft Excel; strong communication, organization, and client service skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
1mo
Save
Mark Applied
Hide
Associate Client Advisor
Naples 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 Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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