Client Relations Associate
4 weeks ago
Client Relations Associate Elevated Wealth Management is looking for a Client Relations & Advisor Representative to join our expanding team. This position plays a key role in delivering an exceptional client experience while providing essential support to our advisors and operations team. If you enjoy connecting with people, staying organized, and contributing to a mission-driven team, this role may be a great match for you. Compensation: $65,000 - $75,000 Base Salary + Bonuses, etc. Key Responsibilities Serve as a main point of contact for clientsanswering incoming calls, managing appointment scheduling, and providing timely follow-ups. Record and maintain detailed client interactions within Redtail CRM. Assist with case management by preparing paperwork, applications, and ensuring client requests are processed efficiently. Track new business activity and leads, ensuring advisors have current and accurate information. Support seminar and event operations, including RSVPs, preparation, and post-event follow-up with prospects. Maintain a welcoming and professional office atmosphere, including reception and front desk responsibilities. Provide general administrative support such as organizing files, scanning, mailing, and occasional office errands. Qualifications Strong communication skills and a client-focused, professional demeanor. Excellent organizational abilities, attention to detail, and the capacity to handle multiple priorities. Experience using CRM platforms (Redtail experience preferred). Ability to collaborate effectively within a team-oriented environment. About Elevated Wealth Management At Elevated Wealth Management, we empower clients to make confident financial decisions through personalized strategies and long-term guidance. Our team is committed to building meaningful relationships and helping the families we serve achieve financial clarity and peace of mind. Join us and play an important role in shaping their journey toward financial success
-
Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow. We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational backbone for our advisors. If you take pride in precision, relationships, and being the person everyone relies on to keep things moving, this is a seat with real influence—not a support...
-
Client Relations Associate
3 weeks ago
Renton, United States Magellan Financial & Insurance Services, Inc. Full timeClient Relations Associate Elevated Wealth Management is looking for a Client Relations & Advisor Representative to join our expanding team. This position plays a key role in delivering an exceptional client experience while providing essential support to our advisors and operations team. If you enjoy connecting with people, staying organized, and...
-
Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow. Some firms talk about "client experience." Others quietly build systems that make it exceptional every single day. At Elevated Wealth Management, this role sits at the center of that difference. We're hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational...
-
Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow. Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day. At Elevated Wealth Management , this role sits at the center of that difference. We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the...
-
Renton, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow.Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day.At Elevated Wealth Management, this role sits at the center of that difference.We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational...
-
Renton, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow.Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day.At Elevated Wealth Management, this role sits at the center of that difference.We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational...
-
Client Services Associate
3 weeks ago
Renton, United States SPS Full timeMailroom Associate Job Title Mailroom Associate Reports To The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of...
-
Client Services Associate
3 weeks ago
Renton, United States SPS North America Inc Full timeJob Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position...
-
Associate, Private Client Services
2 weeks ago
Bellevue, WA, United States Lido Advisors Full timeDescriptionLido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Private Client Services, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido's vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.The...
-
Client Service Coordinator
4 days ago
Renton, United States Banfield Pet Hospital Full timeClient Service Coordinator - WAThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...
