1,113 client services jobs at 429 companies in Washington
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Client Services Coordinator
Everett, Washington, United States
$22-$34/hrOnsiteFull Time
Lifelong: Providing healthcare, nutrition, and housing support to vulnerable communities.
Frontline client services, office coordination, and administrative support in a healthcare setting; strong communication, organization, and customer service.
Microsoft Word, Microsoft Excel, Database entry, Electronic document storage
HFG Trust: Fiduciary wealth management and trust services for individuals and families.
2+ YOEHigh school diploma/GED, 2+ years client care experience, Microsoft Office proficiency, strong attention to detail, confidentiality, multitasking, problem-solving, and knowledge of financial industry practices preferred.
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
Everise: Global provider of technology-enabled customer experience and outsourcing solutions.
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
SPS: Global provider of document management and business process outsourcing.
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
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 Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
All Ways Caring HomeCareNASDAQ: BTSG: Provides personal care and support services for home-bound individuals.
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.
BrightSpring Health Services: Providing home and community-based health and pharmacy services.
Manage quality of care, supervise caregivers, handle scheduling, perform home visits, maintain documentation; valid driver’s license and auto insurance required; degree preferred; strong communication and customer service skills.
Vibrant Health Homecare: A homecare and supported living agency that helps seniors and individuals with disabilities achieve their goals.
1+ YOEHigh school diploma/GED, 1+ year DSP/CNA/HCA experience, driver's license and insured vehicle, computer proficiency (Word, Excel), strong organization and communication skills.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yrHybridFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
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
Pacific Asset Advisors: Full-service commercial property management and brokerage firm.
2+ YOE2+ years administrative or office experience, bachelor’s degree preferred, Washington real estate license preferred (or ability to obtain within 90 days), strong written/verbal communication, Microsoft Office and CRM experience (Salesforce), DocuSign familiarity.
The Salvation Army: Provides social assistance and religious ministry to global communities.
Supervisory experience in human/social services preferred; HS diploma/GED required. Experience with case management, HMIS or similar systems, Microsoft Office, strong interpersonal and analytical skills, ability to pass background checks and lift up to 45 lbs.
HMIS, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Bellevue or United States or United Kingdom or Australia or Germany or Costa Rica or Japan or Bulgaria or India
$113k-$173k/yrRemoteFull Time
Smartsheet: Enterprise SaaS platform for collaborative work management and automation.
7+ YOE7+ years carrying services/solutions quota for enterprise customers, closing professional services deals >$250k, value-based selling, experience leading complex multi-stakeholder deals, BA/BS required, travel up to 40–50%, Salesforce and Clari experience.
Salesforce, Clari, Smartsheet, Smartsheet Value Selling, MEDDIC, Challenger
Alliant Insurance Services: National provider of insurance brokerage and risk management services.
8+ YOEBachelor's degree or equivalent, eight+ years related experience, private client experience preferred, valid insurance license, proficient with Microsoft Office Suite, strong communication and problem-solving skills.