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Client coordinator Jobs in Renton, WA

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Client coordinator • renton wa

Last updated: 2 days ago

Client Advisor

International Search ConsultantsBellevue, WA, United States
Full-time

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.The Client Advisor is an excellent oppor... Show more

Client Services Specialist

First Tech Federal Credit UnionBellevue, WA, United States
$96,000.00–$102,000.00 yearly
Full-time

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor ... Show more

Merchandise Coordinator

TJ MaxxBellevue, Washington, 98006
Full-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

Operations & Client Services Coordinator

Beacon DavenportBellevue, Washington, United States
$22.00 hourly
Full-time
Quick Apply

Beacon Davenport is one of the Puget Sound’s most established home staging companies — transforming properties for 1,300+ homes per year and serving 800+ real estate broker clients across the Seatt... Show more

Private Client Advisor

KeyCorpRenton, WA, United States
$77,969.00 yearly
Full-time

Location: 6917 Coal Creek Parkway SE, Newcastle Washington.Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis ... Show more

Associate, Client Advisory

PathstoneBellevue, WA, United States
$65,000.00–$72,500.00 yearly
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t... Show more

Program Coordinator

ERC PathlightBellevue, WA, United States
$22.40–$31.00 hourly
Full-time

At ERC Pathlight, we're on a mission to change livesand we're looking for people who feel called to do the same.As one of the nation's leading treatment providers for eating disorders and mood, anx... Show more

Client Relationship Consultant

Banner BankKent, Washington, United States, 98030
$20.00–$27.00 hourly
Full-time

Client Relationship Consultant.More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.Our financial str... Show more

Client Operations Coordinator

NAESIssaquah, WA, United States
Full-time

At NAES, you'll find engaging and challenging career opportunities across conventional power generation, renewable energy, energy storage, grid operations and complex industrial facilities.At every... Show more

Warehouse Coordinator

Plastic ExpressKent, WA, US
Full-time
Quick Apply

Company Overview Come join a winning Team!.Since 1970 Plastic Express has met the bulk trucking, bulk terminal, packaging, and warehousing needs of the plastics industry.Our strategic locations, mo... Show more

Wedding Coordinator

Leigh and Co.Bellevue, WA, US
$10.00 hourly
Full-time
Quick Apply

Events is a fast-growing wedding planning company based throughout the entire United States - we are looking for planners in .We provide wedding design, wedding coordination and planning servi... Show more

Client Manager

GallagherBellevue, Washington
Full-time

As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts.You will work with our sales team to ensure client satisfaction.We ... Show more

Client Partner

ClifyXBellevue, WA, United States
Full-time

IT services, account management, client relationship management roles.Bachelor's degree in IT, Business Administration, or a related field (Master's degree preferred). Show more

Client Success Consultant

AILBellevue, WA, US
Full-time
Quick Apply

Position Overview AO Globe Life is hiring a Client Success Consultant to provide education and support to individuals and families reviewing insurance protection options.You will meet with clients ... Show more

Client Care Coordinator/Scheduler for Home Care

Home Helpers of KirklandBellevue, WA
$24.00–$26.00 hourly
Full-time

Client Care Coordinator/Scheduler in Home Care .Driver's License and auto insurance.Office address: 40 Lake Bellevue Dr Suite 100 Bellevue, WA 98005.In Office & Travel to clients).Potentia... Show more

Client Services Specialist

First Technology Federal Credit UnionBellevue, WA, US
$96,000.00–$102,000.00 yearly
Full-time

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor ... Show more

Operations Coordinator

PenskeTukwila, WA, US
$23.00 hourly
Full-time

The Operations Coordinator in Tukwila will complete administrative processes of the branch (branches) that support operational efficiency, effectiveness, customer satisfaction and profitability.The... Show more

Client Care Administrator

SkinSpiritBellevue, Washington, US
Full-time
Quick Apply

Celebrating 20+ years of excellence, SkinSpirit is a top destination for aesthetic skincare and body-with over 55 locations nationwide.Our highly trained experts are the best in the industry-renown... Show more

OB Coordinator

Sea Mar Community Health CentersDes Moines, WA, US
$20.76 hourly
Full-time
Quick Apply

Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing,... Show more

Events Coordinator

Bath PlanetKent, WA, United States
$800.00 weekly
Full-time

Company: Bath Planet of Seattle Location: Western Washington Job Type: Full-Time Compensation: $800$1,200/week base + commission.Bath Planet is a nationally recognized home remodeling company speci... Show more

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Client Advisor

Client Advisor

International Search ConsultantsBellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Client Advisor

Seattle, WA

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.

The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.

Responsibilities:

  • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
  • Draft and deliver customized reports, planning materials, and meeting presentations for clients.
  • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
  • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.
  • Contribute to multi-generational family discussions and planning sessions.

Requirements:

  • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment.
  • A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
  • Active Series 65 (or equivalent) license; CFP or progress toward certification strongly preferred.
  • Clear communicator with the ability to simplify complex ideas.
  • Organized, detail-oriented, and comfortable juggling multiple priorities.
  • A relationship-builder with high emotional intelligence and a proactive mindset.

Compensation & Benefits

  • Salary range: $88,000 $150,000, plus discretionary bonus.
  • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match.
  • Paid time off starting at 15 days annually, plus holidays.
  • Support for licenses, certifications, and ongoing professional development.
  • Team culture that values collaboration, personal growth, and community involvement.