283 client finance jobs at 92 companies in Seattle, WA
1w
Save
Mark Applied
Hide
1w
Oracle Cloud Finance - Senior Associate
New York City or Grand Rapids or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Kansas City or Dallas or Los Angeles or Louisville or Baltimore or Boston or St. Louis or Salt Lake City or San Francisco or Seattle or Stamford or Tampa or Austin or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or Buffalo or Florham Park or Orlando or Philadelphia or Pittsburgh or Portland or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
3+ YOEBachelor's degree and 3+ years of experience required. Oracle Financials implementation proficiency and strong analytical, communication, finance, and client relationship skills required.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
San Francisco or Santa Monica or New York City or Boston or Seattle or Washington
$60k-$86k/yrOnsiteFull Time
Fenwick & West: Provides legal services to technology and life sciences companies.
1+ YOEBachelor in accounting/finance required,1+ years finance/accounting experience,experience with legal billing systems preferred,strong analytical, communication, confidentiality and prioritization skills.
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
Pathstone: Provides wealth management and advisory services for affluent families.
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.
Arnold & Porter: Global law firm providing legal and regulatory counsel.
5+ YOEBachelor's degree or equivalent experience; 5+ years in billing, client accounting, collections, or financial operations; supervisory experience; financial management systems experience; strong analytical and communication skills.
Atlanta or Milwaukee or Dallas or Columbus or Kirkland or Irvine or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or Arlington or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Scottsdale or Mountain View or Morristown or San Francisco or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Redmond or Bentonville or Detroit or Nashville or San Diego
$80k-$294k/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOE3+ Mgmt5+ years finance management consulting and functional finance operations experience; 3+ years with finance ERP/EPM platforms and leading teams; Bachelor's in Economics/Finance/Business; strong client communication and industry experience.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; ensure timely/accurate client materials; maintain client relationships and adhere to bank policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
2+ YOEBachelor's degree,2+ years in wealth management or related field,2+ years client-facing experience,detail-oriented,analytical,strong client service and communication skills.
Chicago or Austin or Dallas or Houston or Los Angeles or Minneapolis or Palo Alto or Phoenix or San Diego or San Francisco or Seattle
$37-$58/hrHybridFull Time
DLA Piper: Global law firm providing comprehensive legal and business services.
5+ YOEHigh school diploma or GED and five years of direct billing or client accounts experience in law or professional services, including domestic, global, and electronic billing; advanced Excel and accounting systems proficiency required.
Microsoft Excel, Elite, Aderant, eHub, Bill Blast, LEDES
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irvine or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$113k-$338k/yrOnsiteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
8+ YOERequires 8+ years of finance or accounting and management consulting experience, a bachelor's degree, engagement and people management, finance operating-model expertise, client communication, and industry knowledge.
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
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
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years client relationship experience, FINRA registrations (Series 7 and Series 66/63/65), life & health insurance license within 120 days, university degree preferred, strong communication and financial planning knowledge.
Dallas or Seattle or Atlanta or New York City or San Francisco
$121k-$237k/yrOnsiteFull Time
CapgeminiEuronext Paris: CAP: Provides global IT consulting and digital transformation services.
15+ YOE15+ years leading finance and enterprise transformation; expertise in finance functions, operating models, ERP modernization, executive advisory, PMOs, governance, client development, and multidisciplinary team leadership.
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOE10+ years in wealth or trust services, strong new-business development track record, supervisory experience, working knowledge of trust and estate legal documents, bachelor’s degree required; CTFA/CFP/CFA/CPA preferred, valid driver’s license.
3+ YOE3+ years experience at an RIA or broker-dealer, knowledge of separately managed accounts, highly skilled in Microsoft Office, Salesforce, excellent communication, organized and detail oriented.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
Las Vegas or Cheyenne or Draper or Las Vegas or Orlando or Dallas or Tacoma
$40k-$60k/yrHybridFull Time
Anderson Business Advisors: Provides asset protection and tax planning for business owners.
2+ YOE2+ years customer service experience, bachelor\u0002s in Accounting/Finance required, strong accuracy, ability to coordinate across departments, G Suite/Word/Excel proficiency, independent and client-focused.
G Suite, Microsoft Word, Microsoft Excel, Salesforce CRM
Client Service Operations Manager – Wealth Management
Bellevue, Washington, United States
$100k-$140k/yrHybridFull Time
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
5+ YOERequires 5–10 years of wealth management experience, a bachelor's degree, Series 65 plus FPQP or CFP module, Microsoft Office proficiency, and demonstrated leadership, communication, organization, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce CRM, eMoney, Tamarac