48 client services specialist jobs at 42 companies in Bothell West, WA
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Client Services Specialist
Bellevue, Washington, United States
$96k-$102k/yr OnsiteFull Time
3+ YOE3+ years investment support experience, Series 7 + Series 63 or 66 required, associate degree or equivalent experience, advanced CRM and Microsoft Office skills, strong attention to detail and client communication.
CRM platforms, financial planning software, Microsoft Office Suite
1w
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Client Service Specialist
Edmonds, Washington, United States
$31-$38/hr HybridFull Time
Client-facing experience, strong verbal and written communication, highly organized, detail-oriented, problem-solving mindset, prior client service experience preferred; bachelor’s degree preferred; willingness to pursue industry licensing (SIE, Series 7, Series 66, insurance).
2mo
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Client Care Specialist WA
Sequim, Washington, United States
$20-$25/hr OnsiteFull Time
1+ YOE1+ year client service experience preferred; ability to greet clients, schedule appointments, handle phone/email communication, fax/scan documents, and enter payments into EMR.
EMR
1mo
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Client Operations Specialist
Seattle, Washington, United States
$70k-$80k/yr OnsiteFull Time
3+ YOE3+ years professional experience, bachelor\u0002s degree or equivalent, strong written/verbal communication, Microsoft Office (Outlook, Word, Excel) proficiency, excellent attention to detail and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Client Care Specialist WA
Sequim, Washington, United States
$20-$25/hr OnsiteFull Time
1+ YOE1+ year client service experience preferred; scheduling and receptionist duties, EMR data entry, payment collection, strong communication, multitasking, organization, and attention to detail.
EMR, computerized scheduler
3d
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Client Relationship Specialist - Bellevue WA
Bellevue, Washington, United States
$61k-$88k/yr OnsiteFull Time
Entry-point financial services role requiring client service, communication, active listening, organization, issue resolution, multitasking, and attention to detail; licensing support is provided.
1w
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Sr Client Accounts Specialist
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/hr HybridFull Time
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
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Client Service Specialist II
Seattle, Washington, United States
$69k-$86k/yr HybridFull Time
2+ YOEBA/BS required, minimum 2 years in financial services (RIA experience preferred). Proficiency with Charles Schwab, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce, and MS Office. Strong written/oral communication and organizational skills.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Energy Services Specialist - Island County
Oak Harbor, Washington, United States
$21-$23/hr OnsiteFull Time
2+ YOEHigh school diploma/GED, valid Washington driver's license with 5-year driving history, 2 years relevant experience, client service and eligibility determination skills.
3d
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Client Support Relief Specialist
Sequim or Port Angeles or Port Ludlow
$21-$31/hr FieldPart Time
3+ YOEHigh school diploma or equivalent and 3–5 years of customer service, teller, or retail banking experience. Requires communication, technology, problem-solving, compliance, travel, and 25-pound lifting ability.
Virtual Teller, eBanking, internet banking services, debit cards
2w
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Treasury Management Technical Services Specialist
Chandler or Los Angeles or Denver or Las Vegas or Houston or Midvale or Seattle
$20-$29/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ years banking/treasury or IT support experience,knowledge of treasury products,customer service,problem solving,and ability to train clients.
Treasury Internet Banking, Remote Deposit, Positive Pay, ACH, Receivables Online, E-Invoicing and Payments, Outsourced Disbursements
1w
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Client Care Specialist | Customer Care and Family Support
Sultan, Washington, United States
$22-$23/hr OnsiteFull Time
Compassionate customer service skills, professionalism, empathy, attention to detail, calm communication, teamwork, and organization; prior customer service experience preferred, with training provided.
3w
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Client Support Specialist - Greater Seattle, WA Area (REMOTE)
Seattle or Bellevue or Redmond or Lynnwood or Tukwila
$44k-$80k/yr RemoteFull Time
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer support, problem resolution, and strong communication skills.
2mo
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Exercise Specialist
Bellevue, Washington, United States
$15-$25/hr OnsitePart Time
Part-time exercise specialist with a bachelor’s in exercise science/kinesiology or an NCCA-certified personal trainer; CPR/AED and First Aid; knowledge of exercise testing and program design; strong client engagement; MS Office proficiency.
Microsoft Office
6d
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Employment Specialist 4 (WSS4): Sequim/Hybrid
Sequim, Washington, United States
$56k-$75k/yr HybridFull Time
3+ YOERequires one year as a WorkSource Specialist 3, three years in workforce development or related public-contact services, or equivalent education and experience; requires client assessment, case management, eligibility, planning, and coaching skills.
Unemployment Insurance (UI), Paid Family Medical and Leave (PFML), Microsoft Word, Microsoft Excel
1mo
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Account Specialist
Tacoma, Washington, United States
$25-$30/hr HybridFull Time
2+ YOE2+ years P&C insurance experience, background in servicing/account support/client service, active resident state property & casualty license, strong communication and ability to manage multiple priorities; industry certifications and college degree preferred.
Sagitta, ImageRight, Indio, ACORD
1w
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Resource Specialist
Mount Vernon, Washington, United States
$20-$22/hr OnsiteFull Time
Greet and screen clients, provide resource navigation and referrals, perform data entry and clerical tasks; high school diploma or equivalent, customer service experience, valid driver’s license, required training within 6 months.
Microsoft 365, Microsoft Excel, Microsoft Word, Microsoft Teams, Microsoft Outlook
3w
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Employment Specialist
Everett, Washington, United States
$21-$29/hr HybridFull Time
1+ YOEProvide employment services to multi-barrier clients, assess needs, develop Individual Employment Plans, deliver job preparation and placement support, enter data, and coordinate with partners. Bachelor’s preferred; minimum 1 year working with high-barrier populations.
6d
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Security Specialist
Bellevue, Washington, United States
$27/hr OnsitePart Time
High school diploma or GED, state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.
2w
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Customer Care Specialist
Tacoma, Washington, United States
$22-$25/hr OnsiteFull Time
High school diploma or equivalent, customer service experience, strong communication and computer skills, able to learn product systems and travel to client sites.
Sedona, SPIN
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