3d
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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
1w
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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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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
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.
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
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.
4d
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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
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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
1w
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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
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
1mo
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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
6d
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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
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
2mo
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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
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.
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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Health Insurance and Services Navigator I
Tukwila, Washington, United States
$23-$32/hr OnsiteFull Time
1+ YOEAssociate degree or technical college and 1–2 years experience with Medicaid preferred; ability to complete enrollments, assess eligibility, run reports, and communicate with clients and external agencies.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Associate
Mukilteo, Washington, United States
$20-$25/hr OnsiteFull Time, Part Time
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.
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