Financial Services Coordinator
3 weeks ago
We are seeking a highly skilled and detail-oriented Client Associate to join our team at Northwest Association for Financial Professionals. As a Client Associate, you will play a critical role in supporting our Directors and Client Analysts in delivering exceptional wealth management services to our clients.
Key Responsibilities:- Provide administrative support to the advisory team, including client communication, account administration, and internal administration.
- Prepare and maintain accurate and timely client reports, analyses, and other documents.
- Coordinate account administration, including documentation and follow-up with clients.
- Ensure compliance with all protocols regarding safeguarding of information and other security measures.
- Identify and implement changes in business processes to streamline work procedures.
- Four-year college degree or equivalent work experience in the financial services industry.
- Experience in private wealth management, client services, or finance/banking operations.
- Strong analytical and research skills with attention to detail.
- Excellent written and verbal communication skills.
- Ability to work in a collaborative team environment.
- Competitive salary commensurate with experience and skills.
- Annual bonus based on company and individual performance.
- Excellent benefits, including medical, dental, and vision coverage.
- Generous time off and flexible work hours.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Services Associate
4 weeks 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 Professional
4 weeks ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Career PotentialLPL Financial partners with credit unions to offer a comprehensive suite 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 Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial....
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Financial Services Professional
2 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 Services Professional
3 weeks ago
Seattle, Washington, United States LPL Financial Full timeCareer Opportunities at Boeing Employee Credit Union Unlock Your Potential As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions. Key Benefits: • Build a strong client base with the credit...
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Financial Services Representative
2 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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Financial Services Associate
2 days 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
5 days 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 Director
7 days 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 timeFinancial ManagerAbout the Company:Creative Financial Staffing prioritizes team collaboration, advancement, and a healthy work environment. Our company is located in a dynamic area, close to retail, food, and entertainment options.Overview of the Financial Manager:Manage all financial aspects, including budgeting and conducting annual reviews.Supervise and...
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Financial Director
2 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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Financial Planning Support Specialist
4 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 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 Coordinator
3 weeks ago
Seattle, Washington, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Portfolio Coordinator
4 weeks 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 clients.Key ResponsibilitiesClient Support: Assist advisors in servicing clients...
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Financial Services Coordinator
2 weeks ago
Seattle, Washington, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Financial Services Coordinator
2 weeks ago
Seattle, Washington, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Senior Financial Analyst
2 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full time{"h1": "Senior Accountant Opportunity", "p": "Our client, a top-rated company in the healthcare industry, is seeking an experienced Senior Accountant to join their Seattle team. This award-winning company offers a unique blend of startup culture and national leadership, with a strong focus on employee satisfaction and client dedication.", "ul": [{"li":...
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Financial Insurance Coordinator
1 week ago
Seattle, Washington, United States University of Washington Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Insurance Coordinator to join our team at the University of Washington. In this role, you will be responsible for coordinating the insurance clearance process and verifying insurance coverage and benefits for facility and professional services.Key ResponsibilitiesParticipate in...
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Administrative Coordinator
6 days ago
Seattle, Washington, United States Raymond James Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Raymond James Financial. As an Administrative Assistant, you will be responsible for providing administrative support to our financial advisors and staff, ensuring the smooth operation of our office. Key Responsibilities:Provide exceptional customer...
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Client Service Associate
3 days 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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Financial Aid Coordinator
3 days ago
Seattle, Washington, United States Pima Medical Institute Full timeFinancial Aid Officer Job DescriptionWe are seeking a highly skilled and detail-oriented Financial Aid Officer to join our team at Pima Medical Institute. As a Financial Aid Officer, you will play a critical role in ensuring that students receive the financial assistance they need to succeed in their academic pursuits.Key Responsibilities:Interview...