Senior Client Service Associate

Job Summary:Coldstream Capital Management is seeking a highly skilled and experienced Client Service Associate to join our team. As a key member of our client service team, you will play a crucial role in delivering exceptional service and support to our clients.Key Responsibilities:Provide exceptional service to clients, anticipating their needs and...

Role Overview:As a Senior Client Associate within the Profit Formula team, you will play a crucial role in supporting Financial Advisors in various capacities.Key Responsibilities:- Provide exceptional service to clients through multiple channels including phone, direct interaction, and written communication.- Assist Financial Advisors with sales initiatives...

Position Overview:Wells Fargo is looking for a Senior Registered Client Associate specializing in Profit Formula within the Wealth and Investment Management sector. This role is integral to the success of our advisory services.Key Responsibilities:Support Profit Formula Financial Advisors with sales, client service, and operational tasks, ensuring...

Job Title: Client Service AssociateAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Edelman Financial Engines. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients, helping them navigate their financial futures with integrity and...

Job DescriptionJob DescriptionClient Service Associate – Wealth ManagementBellevue, WAWork for an independent advising firm that is growing quickly. This dynamic group of experts in their field is looking to add a Client Service Associate. By placing their clients' interests at the forefront of their investment management and planning process, they...

Position Overview:Wells Fargo is looking for a Senior Registered Client Associate within the Wealth and Investment Management sector, specifically in the Profit Formula division. This role is integral to supporting our Financial Advisors and enhancing client experiences.Key Responsibilities:Support Profit Formula Financial Advisors in various sales, service,...

Position Overview:Wells Fargo is looking for a Senior Registered Client Associate specializing in Profit Formula within the Wealth and Investment Management sector. This role is integral to our client service operations.Key Responsibilities:Support Profit Formula Financial Advisors in various sales, service, and operational tasks, ensuring exceptional client...

Job DescriptionJob 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...

Join Grant Thornton as a Senior Audit Associate: In this pivotal role, you will collaborate closely with clients, work alongside a dedicated team, and refine your auditing expertise. As a Senior Audit Associate, your responsibilities will include understanding client needs, planning and executing comprehensive financial audits, mentoring and overseeing...

As 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...

About Us:Husky Senior Care has been committed to delivering exceptional support for seniors requiring assistance in their residences. We are actively seeking empathetic and dependable caregivers who are eager to enhance the quality of life for our clients.Work Environment:Situated in various regions, our organization fosters a nurturing work atmosphere with...

About Us:Husky Senior Care has been committed to delivering exceptional support for seniors requiring assistance in their residences. We are currently seeking dedicated and empathetic caregivers who are eager to enhance the quality of life for our clients.Work Environment:Situated in the vibrant regions of Washington, our organization prides itself on...

Job DescriptionJob DescriptionAt Magic Connections, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...

At The StartUp Council, we unite a diverse group of technologists, entrepreneurs, investors, and industry experts dedicated to nurturing innovative ideas and transforming them into successful startup ventures. Our organization is committed to providing invaluable networking opportunities for entrepreneurs, business collaborators, investors, and skilled...

About this role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients...

About Us:With a legacy spanning over 130 years, we are driven by core values that emphasize listening, learning, and assisting both businesses and individuals in achieving their aspirations. Our financial robustness and reliability have earned us accolades from Forbes as one of the Best 100 Banks in America for eight consecutive years, and recognition from...

Handles incoming telephone calls to Legacy West Financial Consultants and responds to requests for information. Researches inquiries regarding member/customer accounts. Provides fund values and answers other fixed insurance and fixed annuity related Client Support, Insurance, Associate, Financial Advisor, Support, Business Services

We are seeking a dedicated and enthusiastic Verizon Client Relations Specialist to become a vital part of our exceptional Client Service Department at ACG Seattle. Our organization is a local essential business committed to delivering outstanding customer service, sales, and client relations. This focus has been instrumental in our significant growth over...

We are seeking a dedicated and proactive Verizon Customer Relations Specialist to become a vital part of our exceptional Client Service Department at ACG Seattle. Our organization is a locally essential business that prioritizes customer service, sales, and client engagement. This focus has been instrumental in our significant growth over the past year,...

About the RoleSunrise Senior Living is seeking a dedicated and compassionate Care Manager to join our team. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents and their families.Key ResponsibilitiesBuild Meaningful Relationships: Develop strong relationships with residents and their families, providing...