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Client Associate
7 days ago
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of teamUBS and make an impact? Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 2-5 years of experience in client service, within the finance sector bachelor's or master`s degree or equivalent excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries.
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Client Associate
1 month ago
Bellevue, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Associate
4 weeks ago
Bellevue, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Service Associate
1 month ago
Bellevue, United States Anansys Staffing LLC Full timeJob DescriptionJob DescriptionJob Title : Client Service Associate / High-net-worth individuals Location : Bellevue, WA 98004 Type : Full TimeJob Summary: We are looking for a Client Services Associate to join our Client Services team. This position is responsible for assisting clients with their financial and business needs. The Client Services Associate...
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Client Service Associate
2 weeks ago
Bellevue, United States Vaco Full timeClient Service AssociateLocation: Bellevue Office (Hybrid option after training period)Salary Range: $72-80K Vaco has partnered with a dynamic, fast-growing, partner-owned wealth management firm serving ultra-high-net-worth families, single-family offices, foundations, and endowments. With over 20 offices, their services extend beyond investment advice to...
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Client Service Associate
2 weeks ago
Bellevue, United States Vaco Full timeClient Service AssociateLocation: Bellevue Office (Hybrid option after training period)Salary Range: $72-80K Vaco has partnered with a dynamic, fast-growing, partner-owned wealth management firm serving ultra-high-net-worth families, single-family offices, foundations, and endowments. With over 20 offices, their services extend beyond investment advice to...
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Client Support Associate/Verizon
1 month ago
Bellevue, United States ACG Seattle Full timeJob DescriptionJob DescriptionWe are looking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a local essential business focused on customer service, sales, and client relations. This strategy has played a critical role in the massive growth we have encountered over the past...
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Client Support Associate/Verizon
4 weeks ago
Bellevue, United States ACG Seattle Full timeJob DescriptionJob DescriptionWe are looking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a local essential business focused on customer service, sales, and client relations. This strategy has played a critical role in the massive growth we have encountered over the past...
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Client Support Associate/Verizon
2 weeks ago
Bellevue, United States ACG Seattle Full timeJob DescriptionJob DescriptionWe are looking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a local essential business focused on customer service, sales, and client relations. This strategy has played a critical role in the massive growth we have encountered over the past...
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Client Support Associate/Verizon
5 days ago
Bellevue, United States ACG Seattle Full timeJob DescriptionJob DescriptionWe are looking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a local essential business focused on customer service, sales, and client relations. This strategy has played a critical role in the massive growth we have encountered over the past...
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Client Service Associate
3 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...
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Client Associate, Employee Benefits
2 weeks ago
Bellevue, United States Gallagher Full timeAbout Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential,...
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Client Associate, Employee Benefits
1 week ago
Bellevue, United States Gallagher Full timeIntroduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
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Client Service Associate
1 week ago
Bellevue, United States Coldstream Wealth Management Full timeIf 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 large, energetic team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.This position is located on...
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Client Service Associate
1 week ago
Bellevue, United States Coldstream Wealth Management Full timeJob DescriptionJob DescriptionIf 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 large, energetic team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose...
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Client Service Associate
7 days ago
Bellevue, United States Coldstream Capital Management Full timeIf 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 large, energetic team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located...
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Senior Client Service Associate
1 week ago
Bellevue, United States Coldstream Wealth Management Full timeAre 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 from.This position is located in Bellevue; however, we have a...
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Senior Client Service Associate
6 days ago
Bellevue, United States Coldstream Capital Management Full timeAre 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 from. This position is located in Bellevue; however, we have...
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Senior Client Service Associate
1 week ago
Bellevue, United States Coldstream Wealth Management Full timeJob DescriptionJob DescriptionAre 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 from.This position is located in...
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Senior Client Service Associate
3 days ago
Bellevue, United States Coldstream Wealth Management Full timeAre 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 from.This position is located in Bellevue; however, we have a...
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Registered Client Service Associate
3 weeks ago
Bellevue, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Bellevue) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment...