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
2w
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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
3w
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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
3w
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Client Relationship Associate - Seattle
Federal Way, Washington, United States
$65k-$80k/yr HybridFull Time
B2B client-facing experience, CRM proficiency (AutoTask or ConnectWise), strong communication, proactive problem-solving, cross-functional collaboration, and ability to work in a hybrid/remote environment.
AutoTask, ConnectWise
8h
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year work experience, comfortable standing and lifting up to 40 lbs, strong verbal/written communication, customer service and basic MS Office skills.
Microsoft Office, Greenhouse Applicant Tracking System
2mo
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Client Service Associate
Lacey, Washington, United States
$43k-$64k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; customer service experience; ability to learn financial concepts; strong communication; proficient with MS Office; Salesforce familiarity; Workday experience preferred.
Microsoft Office, Salesforce, Workday, CRM
6d
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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
1d
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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
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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
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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
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
1w
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Client Services Manager
Tacoma, Washington, United States
$25/hr FieldFull Time
Prior scheduling and supervisory experience, valid driver\u0002s license and auto insurance, effective written and verbal communication, ability to work independently, associate or bachelor\u0002s degree preferred.
1mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.
1mo
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Senior Associate
Seattle, Washington, United States
$111k-$138k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience in executive search/recruiting, consulting, or client-facing professional services; exceptional written and oral communication; client management and leadership in search execution.
3mo
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Sales Associate
Tukwila, Washington, United States
OnsitePart Time
Client-facing retail role requiring flexible hours; ability to communicate with customers and support store tasks.
4mo
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Senior Associate, SALT Asset Management
Sacramento or San Francisco or Santa Clara or Stamford or Washington or Baltimore or Charlotte or Raleigh or Short Hills or New York or Portland or Greenville or Salt Lake City or McLean or Richmond or Seattle
OnsiteFull Time
2+ YOE2+ years performing state tax research and preparing state income tax returns for pass-through and corporate entities; strong tax research, writing, and client communication skills; ability to build client relationships and mentor staff.
1w
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Inside Sales Associate
East Bay or Los Angeles or Orange County or Phoenix or Portland or Sacramento or Salt Lake City or San Diego or San Francisco or Seattle or California
$76k-$90k/yr OnsiteFull Time
1+ YOE1–3 years sales or client-facing experience; strong communication, research, time-management; proficiency with Salesforce, Outreach, ZoomInfo, Sales Navigator; reside within 30 miles and travel to office or client sites as needed.
Salesforce, Outreach, ZoomInfo, Sales Navigator
1mo
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International Employment Associate
San Francisco or Reston or San Diego or Washington or Wilmington or Phoenix or Los Angeles or Houston or Boston or Austin or Atlanta or Baltimore or New York City or Dallas or Palo Alto or Short Hills or Chicago or Seattle or Philadelphia or Miami
$260k-$420k/yr HybridFull Time
3+ YOEJD and bar admission required in hiring jurisdiction, 3+ years employment counseling experience (international experience preferred), strong drafting, advising, client communication, and supervisory skills.
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