Our Seattle office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, ...
Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales a...
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
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 well-rounded and energetic team, you will learn the Registered Investment Advisor industry from the ground up a...
Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. In North ...
Are you looking for an opportunity to advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple Wealth Managers (financial advisors) and high net worth clients and will have multiple career paths to choose fr...
Client Services Supervisor, Client Services Manager, or equivalent leadership. Lead Client Services Associate. The Lead Client Services Associate. Lead Client Services Associate. ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Private Wealth Management Senior Registered Client Service Associate. Cultivate and enhance new and existing client relationships through act...
We're seeking a Client Service Associate or Senior Client Service Associate to join our growing team!. We've spent over 20 years providing investment and wealth management services to our clients. Manage onboarding of new clients and investments by collecting and processing documentation. Collaborat...
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inqu...
Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. In North ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Responds to client issues via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, claims, etc. Researches and analyzes data to address customer service issues. Provides superior quality outcomes by taking ownership of customer service to ensure timely ...
We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS) to join our firm. The Client Service Specialist is one of the firm’s most critical client relationship team members. The CSS assists by developing and nurturing client and team relatio...
A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealt...