Wealth Client Services Specialist
2 weeks ago
A financial services firm in Seattle seeks a Client Service Specialist I to provide essential administrative support to advisory teams. Responsibilities include client data management, fund transfers, and maintaining CRM systems. Candidates should possess a BA/BS degree and have a customer service background. This entry-level role pays $31.25 $38.46 per hour and requires onsite work 4 days per week. We offer competitive benefits including 401(k) matching and medical plans.
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Private Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
1 week ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
1 week ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
1 week ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Private Wealth Client Services Specialist
1 week ago
Seattle, WA, United States U.S. Bank Full timeA national financial institution is seeking a Private Wealth Management Client Service Associate in Seattle. This role serves as the primary contact for Wealth Management clients, ensuring high-quality service and problem resolution. Ideal candidates should possess an associate's degree or equivalent experience, along with strong communication and customer...
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Client Specialist
2 weeks ago
Seattle, WA, United States Robert W. Baird & Co. Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...