- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... + Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth Management more
- US Bank (Bellevue, WA)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Banfield Pet Hospital (Everett, WA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all...other job duties as assigned. THE FIVE PRINCIPLES Every associate including the Shift Lead has an important contribution… more
- WTW (Seattle, WA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- KeyBank (Seattle, WA)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- Bank of America (Seattle, WA)
- Wealth Management Client Associate (FP) Seattle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Bellevue, WA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… more
- BlackRock (Seattle, WA)
- …the world. With a collaborative team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex problems by delivering ... supported and empowered at every stage. **Key Responsibilities:** + **Deliver impactful client service ** : As the initial contact person for our clients, you… more
- JPMorgan Chase (Yakima, WA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- RxBenefits (Seattle, WA)
- …teamwork and communications skills. + Demonstrated dedication to a high level of client service , sound business and legal judgment and ability to determine ... The Associate Counsel provides substantive support to the Legal...Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support… more
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