Senior Client Service Associate
2 weeks ago
Coldstream Wealth Management Senior Client Service Associate Bellevue, Washington Apply Now Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services As a Senior Client Service Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a flexible hybrid work environment (in office Tuesdays and Wednesdays) with work hours from 7:00 AM - 4:00 PM. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. Specific responsibilities include: Exceptional Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly. Serving as a liaison between clients and custodians/investment managers. Managing client information. Handling all cashiering and money movement requests. Client Meetings: Scheduling and organizing client meetings and proactively preparing meeting materials in advance. Client Onboarding: Facilitating the new client onboarding process, including opening brokerage accounts, establishing cashiering needs, and setting up online reporting access. Updating cost basis, tracking required minimum distributions, and reconciling account information. Sending and receiving documents to clients, their advisors, and investment custodians. Documentation Excellence: Maintaining accurate client records and managing documentation with a keen eye for detail. Entering and maintaining client data and activity notes in our CRM system. Required Experience: 2 - 5+ years of client service experience in the wealth management industry and an interest in building a career in wealth management. A Bachelor’s degree (finance or business administration focus is preferred). FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 12 months. Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus. Excellent communication skills, including proper grammar and punctuation. Strong organizational skills and the ability to follow established processes consistently. Strong prioritization skills and the ability to manage multiple tasks independently. Excellent reliability (the team’s hours are 7 AM to 4 PM, Monday through Friday). #J-18808-Ljbffr
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Senior Client Service Associate
4 days ago
Bellevue, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full timeStep into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of the largest independent advisor franchisee at Ameriprise Financial. Assist in daily business operations.Assist financial advisors in managing and organizing office workflow with an emphasis on creating and...
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Client Services Associate
4 weeks ago
Bellevue, Washington, United States SPS North America Inc Full timeJob Title: Client Services AssociateAt SPS North America Inc, we are seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our office services team, you will be responsible for providing exceptional support to our clients and employees.Key Responsibilities:Provide 5-star customer service to all employees...
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Client Service Associate
3 weeks ago
Bellevue, Washington, United States Ameriprise Financial Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in delivering exceptional client experiences and supporting our advisors in servicing clients.Key ResponsibilitiesAssist advisors in preparing financial plans, conducting...
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Client Service Associate
2 weeks ago
Bellevue, United States gpac Full timeJob Description Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Responsibilities: Serve as the primary point of contact for assigned clients, addressing their inquiries and...
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Client Service Associate
1 week ago
Bellevue, United States Tschetter Group Full timePosition Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...
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Client Service Associate
2 weeks ago
Bellevue, United States Tschetter Group Full timePosition Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...
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Client Service Associate
3 weeks ago
Bellevue, United States Tschetter Group Full timePosition Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...
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Client Service Associate
3 weeks ago
Bellevue, Washington, United States Edelman Financial Engines Full timeClient Service AssociateAt Edelman Financial Engines, we believe that everyone deserves to move their financial life forward. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.Key Responsibilities:Coordinate client meetings, including...
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Client Service Associate
1 month ago
Bellevue, United States Coldstream Capital Management Full timeJob DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...
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Client Service Associate
1 month ago
Bellevue, United States Coldstream Capital Management Full timeJob Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...
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Senior Caregiver
4 weeks ago
Bellevue, Washington, United States Husky Senior Care Full timeHusky Senior Care is dedicated to providing exceptional care for seniors in their homes. As a compassionate caregiver, you will play a vital role in enhancing the lives of our clients.We are seeking a reliable and empathetic individual to join our team. Your primary responsibility will be to provide personalized care and support to our senior clients,...
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Senior Caregiver
3 weeks ago
Bellevue, Washington, United States Husky Senior Care Full timeHusky Senior Care is dedicated to providing exceptional care for seniors in the comfort of their own homes. As a compassionate and reliable caregiver, you will play a vital role in enhancing the lives of our clients.We are seeking individuals who share our passion for delivering high-quality care and support to seniors. If you have a strong work ethic,...
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Senior Retail Sales Associate
1 month ago
Bellevue, Washington, United States Nestle Argentina SA Full timeSenior Retail Sales AssociateWe are seeking a passionate and dynamic Senior Retail Sales Associate to drive sales & service, support management team with boutique opening/closing duties and sustainability through respectful, collaborative, agile, determined, and driven interactions with clients and team members.Our culture empowers us to provide quality...
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Senior Retail Sales Associate
3 weeks ago
Bellevue, Washington, United States Nestle Argentina SA Full timeSenior Retail Sales AssociateWe are seeking a passionate and dynamic Senior Retail Sales Associate to drive sales and service, support management team with boutique opening/closing duties, and sustainability through respectful, collaborative, agile, determined, and driven interactions with clients and team members.Our culture empowers us to provide quality...
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Senior Tax Associate
5 days ago
Bellevue, Washington, United States Grant Thornton Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Associate to join our team at Grant Thornton. As a key member of our Income and Franchise Tax team, you will be responsible for delivering a full range of tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesRun client engagements from start to finish, including...
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Registered Client Associate
3 weeks ago
Bellevue, Washington, United States WELLS FARGO BANK Full timeAbout this RoleWe are seeking a highly skilled Registered Client Associate to join our Wealth and Investment Management team at Wells Fargo Advisors. As a key member of our team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key ResponsibilitiesAssist Financial Advisors with sales,...
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Audit Senior Associate
5 months ago
Bellevue, United States Grant Thornton Full timeAs an Audit Senior Associate, you’ll listen to learn about your client’s operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit — all with the resources, environment and support to help you excel. You’ll build relationships with your clients and your engagement team, and use our...
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Client Service Representative
3 weeks ago
Bellevue, Washington, United States gpac Full timeJob DescriptionWe are seeking a highly skilled Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Key Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and...
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Client Services Supervisor
3 weeks ago
Bellevue, Washington, United States All Ways Caring HomeCare Full timeJob SummaryWe are seeking a highly skilled and compassionate Client Services Supervisor to join our team at All Ways Caring HomeCare. As a key member of our management team, you will be responsible for overseeing the delivery of high-quality care and services to our clients, while ensuring exceptional customer satisfaction and employee performance.Key...
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Client Services Supervisor
2 weeks ago
Bellevue, Washington, United States All Ways Caring HomeCare Full timeJob Title: Client Services SupervisorWe are seeking a highly motivated and experienced Client Services Supervisor to join our team at All Ways Caring HomeCare. As a Client Services Supervisor, you will be responsible for managing quality care, customer service, employee performance, and overall customer satisfaction for our valued clients.Key...