39 client services specialist jobs at 33 companies in Orting, WA
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Client Services Specialist
Bellevue, Washington, United States
$96k-$102k/yrOnsiteFull Time
First Tech Federal Credit Union: Member-owned financial cooperative providing banking and wealth management services.
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.
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).
Hughes Marino: Commercial real estate advisory firm representing tenants and buyers.
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
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Entry-point financial services role requiring client service, communication, active listening, organization, issue resolution, multitasking, and attention to detail; licensing support is provided.
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
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
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
Chandler or Los Angeles or Denver or Las Vegas or Houston or Midvale or Seattle
$20-$29/hrOnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides banking, lending, and financial services to customers.
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
SPS: Global provider of document management and business process outsourcing.
Provide mail/shipping, print/repro, facility support, front desk and administrative assistance across client sites; strong customer service, MS Office and MFD proficiency, high school diploma (or equivalent) required, reliable transportation, able to lift up to 25 lbs.
Plus One Health ManagementNYSE: UNH: Provides corporate fitness center management and workplace wellness programs.
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.
Alera Group: National firm providing insurance brokerage and financial services.
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.
Plymouth Housing: Provides permanent supportive housing and services for homeless adults.
2+ YOEHigh school diploma/GED, 2 years human services experience (preferred with low-income/homeless clients), valid Washington driver license with insurable record, Microsoft Office proficiency, de-escalation and community engagement skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
Security Industry Specialists: Provides specialized security solutions for corporations and high-profile clients.
High school diploma or GED, state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.
Polsinelli: Am Law 100 law firm providing comprehensive legal services.
5+ YOE5+ years administrative or client service experience; strong typing, proofreading, calendaring, invoicing, and communication skills; proficiency with iManage, InTapp, Chrome River, and Microsoft Office.
iManage Records Manager, InTapp, Chrome River, iManage, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe
Pye-Barker Fire & Safety: Provides fire protection, life safety, and security services.
High school diploma or equivalent, customer service experience, strong communication and computer skills, able to learn product systems and travel to client sites.
GYMGUYZ: Provides mobile in-home and on-site personal training services.
National personal training certification, CPR/AED required, reliable transportation and willingness to travel between sessions, familiarity with mobile/web apps for scheduling and client notes.
University Instructors: Provides instructional support and tutoring to K-12 schools.
3+ YOE3+ MgmtBachelor's degree required; 3+ years supervisory/project/client management experience; 3 years K-12 special education experience or equivalent; data analysis, client management, communication, and intermediate Microsoft/Google skills.
AIDS Healthcare Foundation: Global nonprofit providing HIV/AIDS medical care and advocacy services.
Perform clinical MA duties including phlebotomy and HIV/STD testing; perform front‑office administrative tasks, process referrals, and verify insurance while providing patient-centered care.
Pioneer Human Services: Social services and job training for justice-involved individuals.
2+ YOE2 years working with behavioral health populations; AA/BA preferred; must obtain CPR & First Aid within 90 days, acquire Agency Affiliated Counselor and Certified Peer Counselor credentials as required; valid driver's license for occasional client transport.
Supports employee benefits business development and client service; requires strong sales support, CRM and Microsoft Office skills, high school diploma (college preferred), ability to handle confidential information; WA insurance licenses preferred or obtainable.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Excel, CRM