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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.
1mo
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Client Services Manager (Temporary Position)
Omak, Washington, United States
$25/hr FieldFull Time, Temporary
Manage quality care and client satisfaction, supervise caregivers, handle scheduling and documentation, conduct home visits; valid driver’s license and auto insurance required; associate or bachelor’s degree preferred; bilingual Spanish/English 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
1mo
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International Client Service Associate
Camas, Washington, United States
$55k-$70k/yr OnsiteFull Time
Bachelor's degree (or equivalent), strong client service and operations skills, experience communicating with high-net-worth clients, ability to onboard and maintain accounts, and strong written and verbal communication.
1mo
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Client Financial Services Coordinator (Remote)
Washington or United States
$19-$20/hr RemoteFull Time
1+ YOE1 year customer service experience, strong communication and multitasking skills, ability to negotiate and process payments, associate's degree preferred, must have hardwired internet and quiet workspace for remote work.
1mo
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Client Financial Services Coordinator (Remote)
Washington, United States
$19-$20/hr RemoteFull Time
1+ YOE1 year customer service experience required; associate's degree preferred. Strong communication, multitasking, active listening, ability to negotiate payments, and a hardwired internet connection (85 Mbps) and quiet workspace for remote work.
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
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
3mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Customer service professional with insurance knowledge, able to manage crop insurance accounts and build client relationships.
3mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Extensive knowledge of Crop Insurance risks; client service advocate; strong interpersonal skills; detail-oriented; team player; adaptable; eager for professional growth.
iCIMS
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
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