80 client services specialist jobs at 58 companies in Washington
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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
1mo
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
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
4h
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hr RemoteFull Time
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
LiveChat, HubSpot
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
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Energy Services Specialist
Bellingham, Washington, United States
$21-$23/hr OnsiteFull Time
2+ YOEHigh school diploma/GED, two years relevant experience, valid Washington driver’s license with acceptable five-year driving history; eligibility screening, client advocacy, and confidential data handling 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
3w
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Client Support Specialist - Greater Portland, OR Area (REMOTE)
Portland or Vancouver or Beaverton or Tigard
RemoteFull Time
2+ YOESeries 7 required, Series 63 required or obtainable within 90 days, and 2–3 years of financial services experience. Requires financial planning knowledge, client support, problem resolution, communication, and organization skills.
2mo
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Corporate Client Service Specialist
Washington, United States
$26-$35/hr RemoteFull Time
Experience with nationwide corporate transactions and public record filings; strong verbal/written communication, organization, and problem-solving; comfortable with Microsoft Outlook, Word, Excel and Adobe PDF; able to work Washington business hours remotely.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe PDF
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.
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
2mo
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Sherwood Community Services - Employment Specialist I
Washington, United States
$25-$29/hr OnsiteFull Time, Part Time
1+ YOEAssist individuals with disabilities in obtaining and maintaining community employment; develop career plans; build relationships with clients and employers; requires HS diploma or equivalent, 1 year experience, CPR/First Aid, valid driver’s license.
Microsoft Office Suite, Word, Outlook
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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Customer Care Specialist
Moses Lake, Washington, United States
$21-$23/hr OnsiteFull Time
Experience providing direct client services in crisis, strong customer service and communication, time management, prioritization, active listening, and ability to use client portals and Apricot.
Apricot
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
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