Financial Services Coordinator
2 weeks ago
We 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 Responsibilities- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
- Manage multiple priorities in a deadline-driven environment and maintain a high level of productivity.
- Stay up-to-date with current and new office technology and apply this knowledge to improve client service and branch operations.
- Participate in ongoing training and professional development to enhance skills and knowledge.
As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including a competitive salary, bonus potential, and profit sharing. You will also have access to a wide range of benefits, including comprehensive health insurance, paid time off, and a 401(k) or Group RRSP plan.
Requirements- Ability to develop and maintain strong relationships with clients.
- Strong problem-solving and analytical skills.
- Ability to work independently and manage multiple priorities in a deadline-driven environment.
- Proficient in current and new office technology.
- Willingness to learn and adapt to new situations.
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Financial Services Associate
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Financial Services Professional
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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
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Financial Services Professional
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Financial Services Representative
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Financial Services Associate
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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
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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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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
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Financial Director
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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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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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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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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
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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...