Private Wealth Client Services Specialist
1 week ago
A 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 service skills. The position supports a hybrid work model, encouraging flexibility in work location alongside time spent at the office. Benefits include comprehensive health coverage and a retirement plan.
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PWM Private Wealth Advisor
2 weeks ago
Seattle, WA, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Client Specialist
2 days 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...
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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...
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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...
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Client Specialist
4 days 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...
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Client Specialist
1 week 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...
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Client Specialist
1 week 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...
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Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States Corient Full timeA 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...
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Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States Corient Full timeA 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...
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Wealth Client Services Specialist
2 weeks ago
Seattle, WA, United States Corient Full timeA 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...