Client service representative Jobs in Renton, WA
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Client service representative • renton wa
Last updated: 2 days ago
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions.With a reputation for innovation, collaboration, and personalized client service, the firm provid...Show moreLast updated: 30+ days ago
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions wi...Show moreLast updated: 10 days ago
Compensation for the role will depend on a number of factors including a candidates qualifications education skills and experience as well as market demands.
These factors impact the salary / wage off...Show moreLast updated: 23 days ago
Ovation Healthcare Senior Client Account Representative.At Ovation Healthcare, we've been making local healthcare better for more than 40 years.
Our mission is to strengthen independent community he...Show moreLast updated: 30+ days ago
Sales And Customer Service Representatives.We are actively seeking service-oriented, motivated individuals with strong communication skills to join our growing team.
We currently have several openin...Show moreLast updated: 30+ days ago
Client Service Director - Water / Wastewater.Founded in 1919, KJ has always looked to the future.With a talented team of professionals and a culture of continuous improvement, we deliver exceptional ...Show moreLast updated: 17 days ago
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.
You'll be backed by our digital...Show moreLast updated: 24 days ago
Job Responsibilities and Requirements.Assume overall responsibility for managing undedicated client accounts ranging from 2 to 99 lives.
This role serves as the main contact for the client for ongoi...Show moreLast updated: 30+ days ago
Secures existing business and drives the sale of additional services and coverage levels.Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client...Show moreLast updated: 6 days ago
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.
You'll be backed by our digital ecosystem : a ...Show moreLast updated: 30+ days ago
Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed cl...Show moreLast updated: 29 days ago
Summary of Job Purpose and Function The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in te...Show moreLast updated: 2 days ago
Job Opening : Client Representative.Modementum is thrilled to announce an exciting job opportunity for a Client Representative.
This full-time position is perfect for individuals passionate about car...Show moreLast updated: 30+ days ago
Compensation for the role will depend on a number of factors, including a candidate's qualifications, education, skills, and experience as well as market demands.
These factors impact the salary / wag...Show moreLast updated: 30+ days ago
Sr UW Program Manager - UE07DE.We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.
Working here means having every opportunit...Show moreLast updated: 9 days ago
Client Service Specialist (Teller) Role.At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicate...Show moreLast updated: 30+ days ago
Client Service Coordinator - WA.The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms ...Show moreLast updated: 30+ days ago
If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing ...Show moreLast updated: 30+ days ago
A company is looking for a Client Service Representative to join their team.Key Responsibilities Act as a liaison between the company, customers, and patients to address inquiries and complaints ...Show moreLast updated: 30+ days ago
- Promoted
Client Service Associate
International Search ConsultantsBellevue, WA, USFull-time
Client Service Associate
Morgan StanleySeattle, WA, United StatesFull-time
- Promoted
Client Services Representative
FlightSafetySeattle, Oregon, USAFull-time
- Promoted
Senior Client Account Representative
Ovation HealthcareSeattle, WA, USFull-time
- Promoted
Client Service Representative - WFH
Spade RecruitingSeattle, WA, USRemote
Full-time
- Promoted
Client Service Director- Washington
KennedyjenksSeattle, WA, United StatesFull-time
Client Service Manager II
Arthur J Gallagher & Co.Seattle, WA, United StatesFull-time
Client Service Representative
Reliance MatrixSeattle, WAFull-time
Client Service Manager
Arthur J. Gallagher & CompanyBellevue, WA, United StatesFull-time
- Promoted
Client Service Manager
Arthur J Gallagher & CoSeattle, WA, USFull-time
- Promoted
Client Service Specialist
Focus Financial PartnersBellevue, WA, USFull-time
- Promoted
Client Service Coordinator - 005081
Seattle StaffingSeattle, WA, USFull-time
Client Representative
ModementumRenton, WA, USFull-time
Client Services Representative
FlightSafety InternationalSeattle, WA, USFull-time
- Promoted
Client Service Executive
Washington StaffingSeattle, WA, USFull-time
- Promoted
Client Service Specialist
Umpqua BankKent, WA, USFull-time
- Promoted
Client Service Coordinator
Banfield Pet HospitalRenton, WA, USFull-time
- Promoted
Client Service Associate
Coldstream Wealth ManagementSeattle, WA, USFull-time
- Promoted
Client Service Representative
VirtualVocationsRenton, Washington, United StatesFull-time
- psychiatrist (from $ 225,000 to $ 245,000 year)
- solutions architect (from $ 126,675 to $ 239,000 year)
- strategy analyst (from $ 37,428 to $ 234,000 year)
- network engineer (from $ 120,000 to $ 208,150 year)
- electrical design engineer (from $ 118,750 to $ 208,150 year)
- plumber (from $ 56,160 to $ 202,500 year)
- operations management (from $ 69,630 to $ 194,250 year)
- mechanical engineering (from $ 164,000 to $ 190,000 year)
- structural engineer (from $ 105,000 to $ 190,000 year)
The average salary range is between $ 30,225 and $ 47,316 year , with the average salary hovering around $ 35,100 year .
Client Service Associate
International Search ConsultantsBellevue, WA, US30+ days ago
Job type
- Full-time
Job descriptionBachelor’s degree in Finance, Business, or related field. 5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience. Demonstrated experience handling money movement, trading, or custodial transactions. Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred. Exceptional attention to detail and organizational skills in a fast-paced setting. Strong communication skills — able to correspond confidently with both clients and internal stakeholders. Strong understanding of custodial operations. Ability to manage high-touch client relationships. Proficiency in Salesforce and other relevant software.
Job Description
Job Description
Client Service Associate
Greater Seattle Area
About the Company
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.
About the Role
We’re seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call-center position it’s a high-touch, relationship-driven role supporting clients with $10M+ in investable assets. The ideal candidate thrives in a fast-paced environment, takes initiative, and delivers exceptional service with polish and precision.
Responsibilities
- Partner with advisors and client service teams to provide day-to-day operational and servicing support for UHNW clients.
- Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
- Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
- Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
- Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
- Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
- Communicate directly with clients and custodians via phone and email in a professional, polished manner.
- Assist with portfolio rebalancing, billing reviews, and report preparation.
Qualifications
Required Skills
Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development within client service or advisory paths.