Displaying 1-10 of 1000 results
Private Client Associate
East West Bank - Bellevue/Redmond, Washington
Banking / Mortgage
Overview For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the US and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. And our sustained growth and expertise in industries like real estate, entertainment and media, private equ (see more)
Trainee Client Service Associate (Entry Level) WA:CD:TCSA
Pareto Law - Tacoma/Olympia, Washington
Sales / Sales Management
Job Description Trainee Client Service Associate (Entry Level) Salary: $47,000 REF: WA:CD:TCSA Location: Tacoma, WA Sector: Financial Services Have an interest in the financial sector and looking for an opportunity to launch your post-college career? Our client offers full bespoke training - all you need is a Bachelors Degree and plenty of ambition! The Role: Client Service Associate Operating within the Client Service team under the umbrella of the companys wider group, you will provide high quality service support, usage control, and data quality control to an extensive client … (see more)
Trainee Client Service Associate (Entry Level) WA:CD:TCSA
Pareto Law - Tacoma/Olympia, Washington
Sales / Sales Management
Job Description Trainee Client Service Associate (Entry Level) Salary: $47,000 REF: WA:CD:TCSA Location: Vancouver, WA Sector: Financial Services Have an interest in the financial sector and looking for an opportunity to launch your post-college career? Our client offers full bespoke training - all you need is a Bachelors Degree and plenty of ambition! The Role: Client Service Associate Operating within the Client Service team under the umbrella of the companys wider group, you will provide high quality service support, usage control, and data quality control to an extensive … (see more)
Trainee Client Service Associate (Entry Level) WA:CD:TCSA
Pareto Law - Bellevue/Redmond, Washington
Sales / Sales Management
Job Description Trainee Client Service Associate (Entry Level) Location: Kent, WA Sector: Financial Services Have an interest in the financial sector and looking for an opportunity to launch your post-college career? Our client offers full bespoke training - all you need is a Bachelors Degree and plenty of ambition! The Role: Client Service Associate Operating within the Client Service team under the umbrella of the companys wider group, you will provide high quality service support, usage control, and data quality control to an extensive client base across the diverse product … (see more)
Client Service Associate (Entry Level) WA:CD:GJ
Pareto Law - Bellevue/Redmond, Washington
Sales / Sales Management
Job Description Job Title: Client Service Associate (Entry Level) Location: Kent, WA Salary: $47,000 REF: WA:CD:GJ Sector: Financial Tech A rapidly growing organisation within the Fintech industry, our client provides a comprehensive range of services to their customers. With offices in across the globe, they enable the management of over $500 billion! Ambitious college graduates are now required in order to sustain their swift development. Our client offers a unique package to the successful candidate! Excellent career and earning potential, healthcare and a laptop, all within an … (see more)

Registered Client Service Associate
Conover Capital Management - Bellevue/Redmond, Washington
Accounting / Finance
Job Description   Conover Capital Management provides financial strategies and consulting for 401(k) Plans, Individuals and Institutional Investors. Conover Capital Management is a Registered Investment Advisor and an affiliate of Conover Insurance, one of the oldest and largest independent insurance agencies in the Pacific Northwest. We offer an environment geared towards performance, attractive career opportunities, and a workplace culture that values and rewards contribution.   Position Description: The Registered Client Service Associate will independently provide … (see more)
Client Service Associate - Finance Service
Express Employment Professionals- Seattle, WA - Bellevue/Redmond, Washington
Customer Service
Job Description A fee-only wealth management firm located in downtown Seattle is looking for a Client Service Associate to join their team!   RESPONSIBILITIES Client Services: • Greet clients for scheduled meetings. • Communicate with prospective clients, ongoing clients and third parties. Assist with client correspondence. • Work with advisor to schedule client meetings, prepare and provide supporting reports to advisor before meeting and after meetings, and review and document meeting with advisor. • Manage and maintain client records, both electronic using … (see more)
Trainee Client Service Associate (Entry Level) WA:CD:TCSA
Pareto Law - Bellevue/Redmond, Washington
Sales / Sales Management
Job Description Trainee Client Service Associate (Entry Level) Salary: $50,000 REF: WA:CD:TCSA Location: Seattle, WA Sector: Financial Services Have an interest in the financial sector and looking for an opportunity to launch your post-college career? Our client offers full bespoke training - all you need is a Bachelors Degree and plenty of ambition! The Role: Client Service Associate Operating within the Client Service team under the umbrella of the companys wider group, you will provide high quality service support, usage control, and data quality control to an extensive client … (see more)
Client Service Associate
Express Employment Professionals- Seattle, WA - Bellevue/Redmond, Washington
Customer Service
Job DescriptionA fee-only wealth management firm located in downtown Seattle is looking for a Client Service Associate to join their team! RESPONSIBILITIESClient Services: Greet clients for scheduled meetings. Communicate with prospective clients, ongoing clients and third parties. Assist with client correspondence. Work with advisor to schedule client meetings, prepare and provide supporting reports to advisor before meeting and after meetings, and review and document meeting with advisor. Manage and maintain client records, both electronic using CRM system and physical. Complete custodian … (see more)
Client Operations Associate
Moss Adams LLP - Bellevue/Redmond, Washington
Accounting / Finance
Moss Adams brings more West to business. More than a location, its a way of doing business in which innovation thrives and optimism abounds. At Moss Adams, were excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper.With more than 2,900 professionals across 20-plus locations in the West and beyond, we provide the worlds most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.The Client Operations Associate position is part of a fast paced … (see more)
Displaying 1-10 of 1000 results

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