Current jobs related to Client Service Associate - seattle - Cypress HCM

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Phaxis Full time

    Client Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a proven track record in financial services, with a passion for delivering exceptional client service in a fast-paced environment.Key Responsibilities:Manage new account setup, handle change...

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Corps Team Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our Corps Team in New York City or Seattle. This is a 3+ month contract role that offers a hybrid work arrangement, with 3 days of onsite work per week.About the RoleThe Client Service team collaborates with portfolio management, operations, trading, and distribution to deliver...

  • Client Service Associate

    2 months ago

    Seattle, United States Invesco Full time

    The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience Client Service, Associate, Service, Client Relations, Retail

  • Client Service Associate

    1 month ago

    Seattle, United States Phaxis Full time

    We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment. PLEASE NOTE: this is a contract role Key Responsibilities: Manage new account setup, handle change requests,...

  • Client Service Associate

    1 month ago

    seattle, United States Phaxis Full time

    We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.PLEASE NOTE: this is a contract role Key Responsibilities:Manage new account setup, handle change requests, and...

  • Client Service Associate

    1 month ago

    Seattle, United States Phaxis Full time

    We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.PLEASE NOTE: this is a contract role Key Responsibilities:Manage new account setup, handle change requests, and...

  • Client Service Associate

    1 month ago

    Seattle, United States Phaxis Full time

    We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.PLEASE NOTE: this is a contract role Key Responsibilities:Manage new account setup, handle change requests, and...

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Cypress HCM Full time

    About the Company:Cypress HCM is a leading provider of innovative solutions for the financial services industry.About the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior-level management while...

  • Client Service Associate

    2 weeks ago

    Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our operations team at Ameriprise Financial. As a key member of our team, you will play a vital role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including preparing financial plans,...

  • Client Service Associate

    3 months ago

    Seattle, United States Threadneedle group Full time

    Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial...

  • Client Service Associate

    4 weeks ago

    Seattle, United States Cypress HCM Full time

    About the Company: A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers. About the Role: Responsibilities Include: Maintain client...

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Raymond James Financial Full time

    Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional customer service,...

  • Client Service Associate

    2 months ago

    Seattle, United States Cypress HCM Full time

    About the Company: A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers.About the Role: Responsibilities Include:Maintain client...

  • Client Service Associate

    2 months ago

    Seattle, United States Cypress HCM Full time

    About the Company: A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers.About the Role: Responsibilities Include:Maintain client...

  • Client Service Associate

    2 weeks ago

    Seattle, Washington, United States Raymond James Financial Full time

    Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional personalized...

  • Client Service Associate

    2 weeks ago

    Seattle, Washington, United States Wedbush Securities Full time

    Job Title: Registered Client Service AssociateWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los...

  • Client Services Associate

    2 weeks ago

    Seattle, Washington, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas:Processing of inbound/outbound...

  • Client Service Associate

    4 weeks ago

    Seattle, Washington, United States Cypress HCM Full time

    About the RoleA large securities client is seeking a contract Client Service Associate to support Financial Advisors and senior-level management while providing sales and administrative support to customers.ResponsibilitiesMaintain client account information and assist Financial Advisors with special projects as neededCoordinate and prepare for client review...

  • PWM Client Services Associate

    4 months ago

    Seattle, United States U.S. Bancorp Full time

    Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority a Client Service, Associate, Retail, Banking, Client, Skills

Client Service Associate

2 months ago

seattle, United States Cypress HCM Full time

About the Company:

A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers.


About the Role:

Responsibilities Include:

  • Maintain client account information and assist Financial Advisors with special projects as needed
  • Coordinate and prepare for client review meetings and set up new accounts
  • Organize and maintain calendar and meeting schedule
  • Process invoices, check requests, and expense reports
  • Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments
  • Interact with customers both in person and on the phone
  • Prepare correspondence, presentations, and reports
  • Follow up on deadline-driven tasks and issues
  • Answer phones and take detailed, accurate messages
  • Maintain files and documents
  • Perform other duties and tasks as assigned and required


Qualifications:

Bachelor's Degree from an accredited university


Skills:

  • FINRA Series 7 license preferred
  • 3+ years broker/dealer sales support experience preferred
  • Strong commitment to customer service
  • Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
  • Proficient in MS Office
  • Professional appearance and demeanor is essential
  • Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required


Pay range and compensation package:

Hourly rate of $30-33 an hour while on contract.