Current jobs related to Client Service Associate in Wealth Management - Seattle, Washington - One Oak Wealth Management

  • Client Associate

    3 days ago

    Seattle, Washington, United States Laird Norton Wetherby Full time

    Client Associate Job DescriptionLocation: Seattle, WAWe are seeking a highly skilled Client Associate to join our team at Laird Norton Wetherby. As a Client Associate, you will play a crucial role in providing exceptional service to our internal and external clients.Key Responsibilities:Client Communication and Deliverables: Prepare periodic client portfolio...

  • Wealth Management Advisor

    1 month ago

    Seattle, Washington, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth AdvisorAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Advisor, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Collaborate with lead advisors to deliver exceptional client...

  • Wealth Advisor Associate

    2 weeks ago

    Seattle, Washington, United States Bessemer Trust Full time

    Job Summary:The Associate Wealth Advisor will play a key role in supporting the Senior Wealth Advisors in identifying and cultivating ultra high net worth prospects. This individual will work closely with the team to develop strategies for local and out-of-town events, oversee the coordination of analysts on prospect analyses and presentation preparations,...

  • Wealth Management Associate

    3 weeks ago

    Seattle, Washington, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Robert W. Baird & Co. as a Client Specialist. In this role, you will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key...

  • Wealth Management Professional

    1 month ago

    Seattle, Washington, United States Judson Group Full time

    Job Title: Wealth ManagerJudson Group is seeking a highly skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional client service, managing client relationships, and growing the firm's wealth management business.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

  • Wealth Management Professional

    3 weeks ago

    Seattle, Washington, United States Judson Group Full time

    Judson Group is seeking a seasoned Wealth Manager to join their team in Seattle, Washington. This is an exceptional opportunity for a highly motivated and experienced professional to take on a leadership role and contribute to the growth of the firm.The ideal candidate will have a strong background in client servicing, with a minimum of 5 years of experience...

  • Wealth Management Specialist

    1 month ago

    Seattle, Washington, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • Wealth Management Advisor

    4 weeks ago

    Seattle, Washington, United States U.S. Bank Full time

    Job Title: Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering investment planning and insurance services to our clients.Job SummaryThe Wealth Management Advisor position is responsible for facilitating the delivery...

  • Client Service Associate

    2 weeks ago

    Seattle, Washington, United States Wedbush Securities Full time

    Job Title: Registered Client Service AssociateWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los...

  • Client Advisory Associate

    1 month ago

    Seattle, Washington, United States International Search Consultants Full time

    {"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...

  • Wealth Management Advisor

    4 weeks ago

    Seattle, Washington, United States U.S. Bank Full time

    Job Title: Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering investment planning and insurance services to our clients.Job SummaryThe Wealth Management Advisor position is responsible for facilitating the delivery...

  • Senior Client Advisor

    2 months ago

    Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

  • Wealth Management Specialist

    2 weeks ago

    Seattle, Washington, United States U.S. Bancorp Full time

    Job SummaryThe Wealth Management Advisor position is a key role on the Wealth Management Team, responsible for delivering investment planning and insurance products strategies and capabilities.Key ResponsibilitiesFacilitate the delivery of portfolio management, financial planning, and investment banking services.Provide expert advice on wealth management and...

  • Senior Wealth Advisory Associate

    7 days ago

    Seattle, Washington, United States International Search Consultants Full time

    About the Role:The Client Advisory Associate will be a key member of the advisory team, delivering high-touch service in the Western region and nationally, with a focus on the Pacific Northwest.Responsibilities:Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.Manage account...

  • Client Advisory Associate

    2 weeks ago

    Seattle, Washington, United States International Search Consultants Full time

    About the CompanyOur client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families.About the RoleThe Client Advisory Associate will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the...

  • Client Advisory Associate

    1 week ago

    Seattle, Washington, United States International Search Consultants Full time

    Job OpportunityOur client is a prominent Multi-Family Office offering comprehensive wealth management services to high-net-worth individuals and families. They focus on delivering personalized solutions, including fiduciary services, investment management, philanthropic advisory, and family office support.About the RoleThe Client Advisory Associate will be a...

  • Financial Wealth Consultant

    2 months ago

    Seattle, Washington, United States Corient Full time

    Empower Your Career in Wealth ManagementAt Corient, we specialize in assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to exceed client expectations, simplify their financial lives, and create enduring legacies. We are in search of dedicated and...

  • Client Service Specialist

    4 weeks ago

    Seattle, Washington, United States Robert W. Baird & Co. Full time

    Job Summary:As a Client Specialist at Robert W. Baird & Co., you will play a vital role in providing exceptional client service and operational support to Financial Advisors. Your primary responsibility will be to coordinate client onboarding, manage client relationships, and provide administrative support to ensure seamless client experiences.Key...

  • Client Service Representative

    3 weeks ago

    Seattle, Washington, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Robert W. Baird & Co. as a Client Specialist. In this role, you will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key...

  • Client Service Specialist

    2 weeks ago

    Seattle, Washington, United States Corient Full time

    About CorientCorient is a leading wealth management platform serving high-net-worth individuals and families. We combine boutique service with extensive resources to create a unique wealth management experience.Job SummaryWe are seeking a Client Service Specialist to join our team. This role will provide administrative support to our advisory teams, execute...

Client Service Associate in Wealth Management

2 months ago

Seattle, Washington, United States One Oak Wealth Management Full time

About One Oak Wealth Management: Are you passionate about fostering strong and meaningful connections with clients in a boutique wealth management environment? At One Oak Wealth Management, we are dedicated to assisting clients in achieving their financial aspirations while positively influencing future generations. Our firm offers a comprehensive suite of financial services, including investment management, financial planning, and insurance solutions tailored for individuals, families, and businesses.

Position Overview: We are currently seeking a Client Service Administrative Associate to provide essential support to our offices. In this pivotal role, you will serve as the initial point of contact for clients, addressing inquiries, managing inbound communications, and facilitating customer requests. Additionally, you will play a vital role in coordinating and following up on client financial management and planning reviews.

We are in search of a qualified and dynamic individual eager to embark on a career path within wealth advisory. The ideal candidate will demonstrate exceptional problem-solving abilities, effective influence, and consultative skills to enhance the client experience. Proficiency with technology, attention to detail, and a willingness to learn new tools and investment products are essential. A broad understanding of general financial planning concepts, along with proven customer service and client support experience, is required. High integrity, discretion, and professionalism are crucial in handling sensitive information, and the ability to collaborate effectively within a team is necessary. This role requires a physical presence during standard business hours, with potential for limited domestic travel.

Key Responsibilities:

  • Responding to client phone inquiries.
  • Scheduling and confirming appointments with clients and vendors.
  • Coordinating logistics for meetings, including arrangements for parking, meals, and transportation.
  • Processing new account setups, transfers, and requests for funds, as well as applications for various financial products.
  • Assisting in the collection of client financial planning data.
  • Collaborating with clients and advisors to address questions and resolve outstanding issues.
  • Conducting follow-up communications with clients and vendors.
  • Drafting client correspondence.
  • Preparing for and attending client meetings.
  • Entering data into internal records, CRM systems, and financial planning software.
  • Performing general administrative tasks as needed.
  • Supporting the planning of client events.

Basic Qualifications:

  • Bachelor's degree in business or a related field.
  • Experience in customer service, with the ability to engage effectively with clients in a fast-paced setting.
  • Intermediate skills in Microsoft Outlook, Excel, Word, SharePoint, and Zoom.
  • Comprehensive training will be provided to prepare for necessary licensing exams.
  • Support for additional licensing such as CFP and CFA will also be available.