Financial Services Associate
3 days ago
We are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.
Key Responsibilities- Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
- Actively listen to clients to identify opportunities to deepen and broaden their relationships with our firm.
- Develop and implement marketing strategies to drive business growth and increase client engagement.
- Collaborate with cross-functional teams to achieve business objectives and improve client outcomes.
- Minimum 3 years of experience in financial services, with a strong background in customer service and relationship building.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
- Strong analytical and problem-solving skills, with the ability to identify opportunities and develop solutions.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.
As a Client Service Associate at Raymond James Financial, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service and building strong relationships. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
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Financial Services Associate
1 month ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Services Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...
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Financial Services Associate
2 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob SummaryWe are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesProvide exceptional...
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Financial Services Associate
3 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob OverviewWe are seeking a highly motivated and experienced Financial Services Associate to join our team. As a key member of our team, you will be responsible for delivering exceptional personalized customer service, actively listening for situations in clients' lives that may indicate a need for additional services, and driving marketing activities such...
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Financial Services Professional
3 days ago
Seattle, Washington, United States LPL Financial Full timeFinancial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...
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Financial Services Professional
4 weeks ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This opportunity at Boeing Employee Credit Union in Seattle, WA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.As a Financial Advisor, you will be part of...
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Financial Advisor Associate
3 days ago
Seattle, Washington, United States LPL Financial Holdings, Inc. Full timeJoin LPL Financial Holdings, Inc. as an Associate Financial AdvisorYour career path should lead to real opportunity and growth. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Boeing Employee Credit Union in Seattle, WA would allow you to join the Investment...
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Financial Services Professional
2 days ago
Seattle, Washington, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial services professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...
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Client Service Associate
4 days ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout 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,...
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Client Service Associate
3 weeks ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout 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...
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Client Service Associate
3 weeks ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our operations team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including...
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Financial Services Representative
4 weeks ago
Seattle, Washington, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full timeAbout the RoleWe are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.Our team members enjoy a competitive edge in the industry...
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Client Service Associate
3 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob 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,...
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Client Service Associate
3 days ago
Seattle, Washington, United States Raymond James Financial Full timeJob 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...
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Financial Services Associate
4 weeks ago
Seattle, Washington, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading financial services firm seeking a highly skilled Registered Client Service Associate to join their Private Client Division in Seattle, WA.Job Summary:The Registered Client Service Associate will provide exceptional support to Financial Advisors in sales, marketing, and...
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Financial Services Associate
2 weeks ago
Seattle, Washington, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading financial services firm offering a wide range of investment banking, securities, investment management, and wealth management capabilities. We are currently seeking a highly skilled Registered Client Service Associate to join our Private Client Division in Seattle, WA.Job...
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Financial Director
3 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeFinancial ManagerAbout the Company:Creative Financial Staffing prioritizes collaboration, advancement, and a healthy work environment. Located in the downtown Seattle area, our company offers easy access to retail, food, and entertainment options.Overview of the Financial Manager:Manage all financial aspects, including budgeting and conducting annual...
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Financial Director
4 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing prioritizes team collaboration, advancement, and a healthy work environment. Our company is located in the downtown Seattle area, close to retail, food, and entertainment options.Job SummaryWe are seeking a skilled Financial Manager to manage all financial aspects, including budgeting and conducting annual...
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Senior Financial Administrator
2 days ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the Role:As a key member of our team, you will be responsible for managing all financial aspects of our company, including budgeting and conducting annual reviews. You will also supervise and coordinate care teams for each client, engage in daily face-to-face interactions, and attend court sessions as needed. Additionally, you will gather and compile...
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Financial Planning Support Specialist
1 month ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented 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 providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...
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Retail Sales Associate
1 month ago
Seattle, Washington, United States FIRST CASH FINANCIAL SERVICES INC Full timeJob Title: Retail Sales AssociateAbout the Role:We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at FirstCash Financial Services Inc. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, selling merchandise, and handling cash transactions.Key Responsibilities:Provide...