Payer Back Office Strategy / Technology / Operations Consultant, Senior Associate PwCPayer Back Office Strategy / Technology / Operations Consultant, Senior AssociateSeattle, WA$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Procurement Strategy and Strategic Sourcing - Value Capture - Senior Associate PricewaterhouseCoopers LLPProcurement Strategy and Strategic Sourcing - Value Capture - Senior AssociateSeattle, WA$77,000–$202,000 / yearAs a Procurement Strategy and Strategic Sourcing - Value Capture - Senior Associate, you will focus on optimizing sourcing and procurement processes to drive cost savings, enhance supplier collaboration, and strengthen supply chain resilience. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Associate Director, Programmatic Media Strategy StacklineAssociate Director, Programmatic Media StrategySeattle, WA$140,000–$160,000 / yearThis role will be responsible for establishing and nurturing trusted client relationships with prominent brands while collaborating with internal teams to launch advertising campaigns and design strategic growth plans. Cultivate relationships (up to C-level) with prominent consumer brands across all organizational levels and departments, leveraging Stackline's data to provide top-quality insights to key clients.
Finance Transformation - OneStream Consultant, Experienced Associate PricewaterhouseCoopers LLPFinance Transformation - OneStream Consultant, Experienced AssociateSeattle, WA$63,000–$140,000 / yearYou are exposed to clients to learn how to build meaningful client connections, learn how to manage and inspire others, and grow your personal brand by developing your technical knowledge of firm services and technology resources and understanding your strengths. Industry/Sector Not Applicable Specialism Finance Management Level Associate Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy.
CSX - Senior Associate, Contact Center Transformation PricewaterhouseCoopers LLPCSX - Senior Associate, Contact Center TransformationSeattle, WA$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You will analyse customer touchpoints, design customer journey maps, and offer guidance and support to help clients create seamless and personalised experiences that drive customer satisfaction, loyalty, and advocacy.
ERP Agile Transformation Delivery Consultant, Senior Associate PricewaterhouseCoopers LLPERP Agile Transformation Delivery Consultant, Senior AssociateSeattle, WA$61,000–$100,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You will be exposed to clients to learn how to build meaningful connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources.
Client Relationship Associate - Seattle FusiontekClient Relationship Associate - SeattleKirkland, WAYou'll learn the ins and outs of account management, client advocacy and service delivery from experienced mentors, with real ownership and impact from day one. Coordinate seamlessly across teams - partner with Project Managers, Sales, and Leadership to move initiatives forward and keep clients informed.
Senior Associate - Oracle SCM PricewaterhouseCoopers LLPSenior Associate - Oracle SCMSeattle, WA$77,000–$202,000 / yearPreference for a Master''s or Masters of Business Administration degree in at least one of the following fields of study: Supply Chain Management, Operations Management, Industrial Engineering, Business Administration/Management, Management Information Systems. As a Senior Associate - Oracle SCM, you will specialize in consulting services for Oracle supply chain and operations applications, analyzing client needs, implementing software solutions, and providing training and support for seamless integration.
NewCapital Projects & Contracts (Construction) Associate Director ProtivitiCapital Projects & Contracts (Construction) Associate DirectorSeattle, Washington$163,000–$278,000 / yearYou'lldevelop innovative strategies to solve complex business problems and devise solutions that address client needs using leading practices, data-driven insights, and emerging tools and methodologies. $189,080.00 - $322,480.00 Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability.
Retail Sales Associate / Customer Service Elements MassageRetail Sales Associate / Customer ServiceBellevue, Washington$20.25–$22.75 / hourPart timeAs a Wellness Membership Advisor, you're the heart of the front desk — welcoming clients, managing scheduling and check-ins, and guiding new visitors into our Elements Wellness Program through a proven, relationship-focused sales process. With clear targets, ongoing training, and a supportive team around you, this is a role where your people skills directly drive your earning potential and career growth in the wellness industry.
NewAssociate, Infrastructure Project Advisory (Construction/Engineering) KPMGAssociate, Infrastructure Project Advisory (Construction/Engineering)Seattle, WA$69,825–$145,015 / yearKnowledge in various phases of construction including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Velocity Sales Associate-Portland or Seattle Area Varian Medical Systems IncVelocity Sales Associate-Portland or Seattle AreaSeattle, WARemote$58,400–$80,300 / yearIt is Siemens Healthineers' policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.". Support AEs through the sales process with activities such as conducting client research, compiling product communication material, leveraging internal Siemens Healthineers network to bring in relevant product support networks, completing miscellaneous customer requests, etc.
Sales Support Associate II Tapestry, Inc.Sales Support Associate IIBellevue, WA$15–$21.75 / hourCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Sales Support Associate III Tapestry, Inc.Sales Support Associate IIINorth Bend, WA$15–$21.75 / hourCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Retail Fragrances Sales Associate, Southcenter - Part Time Macy's IncRetail Fragrances Sales Associate, Southcenter - Part TimeTukwila, WAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and loyalty by using clientele tools to build lasting relationships, promote new launches and events, and collaborate across the Beauty team to ensure customers discover the full range of products and services.
Tax Associate GpacTax AssociateSeattle, WA60000–90000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. If you are interested in connecting further about any level of opportunity within public accounting, please apply here or email me directly at deborah.paine@gogpac.com .
Retail Part Time Sr. Store Associate Office DepotRetail Part Time Sr. Store AssociateGig Harbor, WA$17.13–$19.07 / hourAbout The ODP Group : The ODP Group, through its business entities ODP Business Solutions and Office Depot, is a leading provider of products, services, and technology solutions through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion and comprehension of an advanced level of Print and Technology training, as well as any other applicable training.
Velocity Sales Associate Varian Medical Systems IncVelocity Sales AssociateSeattle, WARemoteIt is Siemens Healthineers' policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.". Support AEs through the sales process with activities such as conducting client research, compiling product communication material, leveraging internal Siemens Healthineers network to bring in relevant product support networks, completing miscellaneous customer requests, etc.
Client Manager - Commercial Term Lending, Multi-Family Lending Team - Executive Director JPMorgan Chase & CoClient Manager - Commercial Term Lending, Multi-Family Lending Team - Executive DirectorSeattle, WAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. You will effectively communicate the advantages of Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client relationship management.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, Washington$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Client Service, Associate Freestone Capital ManagementClient Service, AssociateSeattle, Washington$80,000–$90,000 / yearClient Account & Service Excellence : Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
NewClient Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSeattle, Washington$85,000–$100,000 / yearClient Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight. Headquartered in Washington, with a team of over 125 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
NewTravel Labor and Delivery Registered Nurse - $3,319 per week Solomon PageTravel Labor and Delivery Registered Nurse - $3,319 per weekSeattle, WAHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
Registered Client Associate D.A. Davidson & Co.Registered Client AssociateSeattle, WA$30–$36 / hourPrimary Qualifications: Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
Registered Client Associate D.A. DavidsonRegistered Client AssociateSeattle, WA$30–$36 / hourSuccessful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSeattle, WA$32.21–$44.27 / hourAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Client Service Associate PhaxisClient Service AssociateSeattle, WASuccessful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients.
NewClient Associate - 2 IMA Financial GroupClient Associate - 2Bellevue, WA$50,000–$65,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. ESSENTIAL JOB DUTIES include but are not limited to: Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
NewClient Associate - 2 The IMA Financial Group IncClient Associate - 2Bellevue, WA$50,000–$65,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. ESSENTIAL JOB DUTIES include but are not limited to: Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
Client Service Associate Invesco LtdClient Service AssociateSeattle, WA$80,000–$85,000 / yearPursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
NewClient Service Associate InvescoClient Service AssociateSeattle, WashingtonPursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
Client Associate Bellevue WA TravisMathewClient Associate Bellevue WABellevue, WashingtonInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Associate GallagherClient AssociateBellevue, WashingtonFull timeWhether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. Overview : As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.
Registered Client Service Associate (Seattle, WA) Oppenheimer Holdings IncRegistered Client Service Associate (Seattle, WA)Seattle, WA$60,000–$70,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Specialized Tax Services - Research & Development Tax - Senior Associate PwCSpecialized Tax Services - Research & Development Tax - Senior AssociateSeattle, WA$77,000–$214,000 / yearAs a Specialized Tax Services- Research & Development Tax- Senior Associate, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, such as accounting methods, fixed-assets, and research and development tax credits. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateColumbia, WashingtonOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Asset & Wealth Management - Renewable Energy Tax Senior Associate PwCAsset & Wealth Management - Renewable Energy Tax Senior AssociateSeattle, WA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Private Partnership Solutions (Pps) - Tax Senior Associate PwCPrivate Partnership Solutions (Pps) - Tax Senior AssociateSeattle, WA$77,000–$214,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
Lead Client Service Representative CSR National Veterinary AssociatesLead Client Service Representative CSRSilverdale, WA$26–$30 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. This leadership role is ideal for someone who excels in customer service, thrives in a fast-paced environment, and is passionate about creating exceptional experiences for both clients and their pets.
Operations Associate - Part Time SephoraOperations Associate - Part TimeSeattle, WAJob ID: 288046Store Name/Number: WA-8th & Westlake (1242)Address:2020 Westlake Ave, Seattle, WA 98121, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: Regular. Your Role at Sephora: As an Operations Associate, you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateSeattle, WA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Services Associate SPSClient Services AssociateRenton, WashingtonThe Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.
NewSenior Client Service Associate | Wealth Management Threadline WealthSenior Client Service Associate | Wealth ManagementBellevue, WA$79,000–$108,000The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalate, and coordinates effectively across advisory, investment, operations, trading, tax, billing, and other support teams. The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams.
Security Risk & Engineering - Tech and Cyber Risk & Compliance - Senior Associate PricewaterhouseCoopers LLPSecurity Risk & Engineering - Tech and Cyber Risk & Compliance - Senior AssociateSeattle, WA$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Security Risk & Engineering - Tech and Cyber Risk & Compliance - Senior Associate, you will focus on maintaining regulatory compliance and managing risks for clients, providing advice and solutions.
Associate Director, Strategy & E-Commerce Insights StacklineAssociate Director, Strategy & E-Commerce InsightsSeattle, WA$140,000–$160,000 / yearThis role will be responsible for establishing and nurturing trusted client relationships with prominent brands while collaborating with internal teams to launch advertising campaigns and design strategic growth plans. Fueled by our proprietary neural network, our market insights, revenue metrics, behavior analyses, and autonomous functionality create the actions that determine success or failure.
NewWealth Management Client Associate Bank of AmericaWealth Management Client AssociateSeattle, WashingtonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Private Client Services Associate Attorney - Midlevel WFB Ashurst Perkins Coie US LLPPrivate Client Services Associate Attorney - MidlevelSeattle, Washington$365,000–$420,000 / yearOur nationally recognized team has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.
Solution Architect - Pricing Application Integration - Senior Associate PricewaterhouseCoopers LLPSolution Architect - Pricing Application Integration - Senior AssociateSeattle, WA$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . In data analysis at PwC, you will focus on utilising advanced analytical techniques to extract insights from large datasets and drive data-driven decision-making.
Digital Assurance & Transparency - Digital Assets Senior Associate PricewaterhouseCoopers LLPDigital Assurance & Transparency - Digital Assets Senior AssociateSeattle, WA$72,000–$184,440 / yearBefore starting with PwC full-time, must meet all educational requirements to be eligible for the primary credential license appropriate for relevant practice area, such as having 150 credit hours for the Certified Public Accountant license in the state in which your office will be located or the educational requirements to license for the Certified Information Systems Auditor (CISA) license. In digital assurance at PwC, you will focus on providing assurance services over clients'' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations.
Client Service Associate Edelman Financial EnginesClient Service AssociateBellevue, WashingtonRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.