Client Success Manager
4 days ago
- Exceptional Client Service: Provide exceptional client service, including anticipating client needs, addressing concerns, and resolving issues quickly.
- Client Meetings: Schedule and organize client meetings, and proactively prepare meeting materials in advance.
- Client Onboarding: Facilitate the new client onboarding process, including opening brokerage accounts, establishing cashiering needs, and setting up online reporting access.
We offer a competitive salary of $62,000 - $72,000 per year, plus annual bonus and a comprehensive benefits package, including fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance. Additionally, we offer 100% company match up to 4% of your annual pay for retirement savings, and the opportunity to purchase equity and become an owner of the firm.
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Client Success Expert
4 weeks ago
Bellevue, Washington, United States Coldstream Capital Management Full timeAbout This OpportunityColdstream Capital Management is committed to inclusion and diversity, welcoming team members from diverse backgrounds and perspectives. As a Client Service Associate, you will contribute to a collaborative and supportive culture, helping to grow and develop the firm.Your ResponsibilitiesClient Service: Provide exceptional service and...
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Financial Operations Manager
7 days ago
Bellevue, Washington, United States College Success Foundation Full timeAbout the RoleThe College Success Foundation is seeking an experienced Financial Operations Manager to join our team. As a key member of our financial management department, you will be responsible for overseeing daily accounting operations, ensuring accurate and timely financial reporting, and managing the fiscal functions of the Foundation in accordance...
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Client Success Specialist
4 days ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeAbout UsColdstream is an employee-owned, independently-operated wealth management firm with 26 years of experience earning the trust of affluent families and businesses. We offer a comprehensive approach to planning, unparalleled advice, and exceptional service. Our collaborative culture values open communication and life-long relationships. Join us as we...
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Senior Customer Success Manager
7 days ago
Bellevue, Washington, United States ZS Full timeAbout the RoleThis is an exciting opportunity to work with a talented team of professionals who share your passion for data science and business growth. As a Product Data Scientist (Sr. Lead, Customer Success), you will have the chance to work on cutting-edge projects, develop your skills, and contribute to the success of our clients.What You'll Do:Develop...
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Client Experience Manager
1 week ago
Bellevue, Washington, United States Instep Seattle Full time**Key Responsibilities:Become well-versed in client product knowledge and services provided while maintaining a good working knowledge of the competition.Create and conduct sales presentations to customers and clients during in-field residential marketing campaigns.Educate prospects on the benefits of our services to foster a positive brand experience and...
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Client Relations Manager
5 days ago
Bellevue, Washington, United States Allied Universal® Full timeJoin our mission to provide peace of mind and protect people and property with Allied Universal.As an Account Manager, you will be responsible for developing and implementing strategies to improve client satisfaction, increasing revenue, and reducing costs.You will oversee the daily activities of a team of security officers, including scheduling, payroll,...
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Controller Operations Manager
1 day ago
Bellevue, Washington, United States College Success Foundation Full timeAbout the RoleThe College Success Foundation is committed to fostering an organizational culture that is diverse, equitable, and inclusive. We are seeking a skilled Controller Operations Manager to join our team.The successful candidate will be responsible for overseeing the accounting department's activities, managing accounts payable and receivable, and...
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Client Experience Management Lead
5 days ago
Bellevue, Washington, United States Exela Technologies Full timeSenior Manager of Client ExperienceAbout ExelaWe are a global BPA leader combining industry-specific and multi-industry enterprise software and solutions with decades of experience. Our client base consists of over 4,000 companies across 50 countries, including 60% of the Fortune 100.We offer a wide range of solutions, from finance and accounting to human...
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Controller - Financial Management
2 weeks ago
Bellevue, Washington, United States College Success Foundation Full timeAbout the PositionWe are seeking a highly skilled Controller - Financial Management to lead our financial management department. The successful candidate will have a strong background in financial management, including experience with GAAP, budgeting, and forecasting.Key Duties and ResponsibilitiesManage the fiscal functions of the Foundation, including...
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Client Relationship Manager
12 hours ago
Bellevue, Washington, United States Coldstream Capital Management Full timeJoin Our Team at Coldstream Capital ManagementAre you looking for a challenging and rewarding career in financial services? Do you thrive in a fast-paced environment where no two days are the same?Coldstream Capital Management offers an exciting opportunity as a Senior Client Service Associate. Our ideal candidate will have:2-5+ years of client service...
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Client Services Manager
7 days ago
Bellevue, Washington, United States Hayk Tadevosyan - State Farm Agent Full timeKey ResponsibilitiesManage client insurance accounts and keep their information up to date.Guide clients through policy changes, renewals, and insurance claims.Provide expert advice on insurance products and services.Collaborate with the team to strategize and hit agency targets.RequirementsAmbitious, energetic, and eager to learn.Strong attention to detail...
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Client Experience Specialist
9 hours ago
Bellevue, Washington, United States Coldstream Capital Management Full timeBecome a Key Player in Client SuccessColdstream Capital Management is seeking a Client Experience Specialist to join our team. As a Client Experience Specialist, you will be responsible for delivering exceptional service and support to our clients.We offer a collaborative and supportive work environment that values work-life integration. Our team members...
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Senior Customer Success Manager
15 hours ago
Bellevue, Washington, United States ZS Full timeKey ResponsibilitiesDeep Analytics-Tech Expertise: Develop and implement advanced algorithms to solve complex business problems using tools like PySpark, Python, and SQL.Communication and Collaboration: Lead multiple client engagement teams to design and execute solution setups, drive value, and identify new use cases.Thought Leadership: Synthesize key...
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Client Experience Manager
23 hours ago
Bellevue, Washington, United States Coldstream Capital Management Full timeAbout the RoleWe estimate the salary for this position to be around $60,000 - $80,000 per year, depending on experience. As a Senior Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.
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Customer Success Strategist
3 days ago
Bellevue, Washington, United States iSpot Full timeAbout the RoleThe ideal candidate will have 5+ years of experience in client-facing roles, with a proven track record of managing and negotiating renewals to achieve retention and revenue targets.You will collaborate with various stakeholders, including internal cross-functional teams, to service and retain client accounts. A strong understanding of media...
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Client Partnership Development Specialist
3 days ago
Bellevue, Washington, United States iSpot Full timeiSpot.tv OverviewiSpot.tv is a fast-paced and dynamic company that provides innovative TV and digital video advertising solutions. As a Client Partnership Development Specialist, you will be part of a talented team that is dedicated to delivering exceptional results for our clients.Career Advancement OpportunitiesiSpot.tv offers a range of career advancement...
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Client Experience Associate
23 hours ago
Bellevue, Washington, United States Safelite Full timeWe are seeking a skilled Client Experience Associate to join our team at Safelite. In this role, you will be responsible for delivering exceptional customer experiences through administrative support, scheduling appointments, processing work orders and invoices, and providing top-notch customer service via phone calls and emails.Your BenefitsA competitive...
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Client Support Team Associate
3 days ago
Bellevue, Washington, United States Genesis Global Specialist, Inc. Full timeJob OverviewAt Genesis Global, we strive to deliver unparalleled client experiences through innovative solutions. Our Client Support Team plays a pivotal role in promoting brand awareness and strategic messaging across various audiences.We are poised for our most successful year yet, with ambitious expansion plans for our client portfolio and work culture....
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Accounting Department Head
7 days ago
Bellevue, Washington, United States College Success Foundation Full timeAbout the OpportunityWe are seeking a highly motivated Accounting Department Head to join our team at the College Success Foundation. As a key member of our financial management department, you will be responsible for leading our accounting team, developing and implementing financial strategies, and ensuring compliance with local, state, and federal...
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Strategic Client Partner
4 weeks ago
Bellevue, Washington, United States iSpot Full timeAbout UsiSpot is a leading player in the digital advertising landscape, offering innovative solutions to businesses and advertisers. Our team is passionate about delivering exceptional results and creating memorable experiences for our clients.Job OverviewWe are seeking an experienced Brand Partnerships Associate Manager to join our team. The ideal candidate...