NewSenior Associate, Business Tax Services KPMGSenior Associate, Business Tax ServicesSeattle, WA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewClient Support - Associate Epitec StaffingClient Support - AssociateFife, WAThe ideal candidate will have strong technical troubleshooting skills, excellent customer service, and experience supporting enterprise users in fast-paced operational settings. This position offers the opportunity to contribute to critical business operations while gaining exposure to a large enterprise environment, with potential for conversion to a full-time US Foods employee based on business needs and performance.
Associate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSeattle, WARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCorporate Associate / Counsel - M&A (5-10 Yrs Exp) JobotCorporate Associate / Counsel - M&A (5-10 Yrs Exp)Seattle, WA$300,000–$385,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. That includes real mentoring, formal training, and consistent opportunities to learn by working directly with experienced lawyers on substantive matters.
NewAssociate Attorney (Real Property/Creditor Rights) JobotAssociate Attorney (Real Property/Creditor Rights)Kirkland, WA$100,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are currently seeking a dynamic and experienced Permanent Associate Attorney to join our esteemed Legal team, specializing in Real Property and Creditor Rights.
NewPost Clerkship Litigation Associate (1-3 Yrs Exp) JobotPost Clerkship Litigation Associate (1-3 Yrs Exp)Seattle, WA$225,000–$260,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a full-service law firm serving a broad range of clients, from emerging businesses to established organizations with complex legal needs.
NewAssociate Attorney--Civil Litigation--$100k-$125k--HYBRID JobotAssociate Attorney--Civil Litigation--$100k-$125k--HYBRIDSeattle, WA$95,000–$125,000 / yearJoin a highly respected litigation team with a longstanding reputation for excellence, where you’ll gain hands-on courtroom experience early and work alongside seasoned attorneys on complex, high-impact insurance defense matters. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Network Engineer, Mobile Core Network Services VailexaNetwork Engineer, Mobile Core Network ServicesBellevue, WashingtonThis role will focus on validating network solutions, supporting production implementations, consulting on network design, and providing technical expertise during large-scale network initiatives. Client is seeking an experienced Network Engineer to support testing, deployment, upgrades, and operational optimization within a mobile core networking environment.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateSeattle, Washington$20.75–$24.37 / hourFull timeAdoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.
NewSenior Associate, Integrated Partnership Solutions KPMGSenior Associate, Integrated Partnership SolutionsSeattle, WAResponsibilities: Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices. Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge.
Associate - Inventory I - B System OneAssociate - Inventory I - BKent, WA$35 / hourProperly operate heavy equipment, including PIT equipment/forklifts, electronic pallet jacks, reach-trucks, and turret-trucks, following safety and maintenance procedures. System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowSeattle, WA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMSeattle, WA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningSeattle, WA$97,755–$204,585 / yearIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
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.
NewSenior Associate, Workday Security KPMGSenior Associate, Workday SecuritySeattle, WA$96,045–$206,080 / yearIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewLicensed Marriage and Family Therapist (LMFT) (No Associates) - Remote Rula HealthLicensed Marriage and Family Therapist (LMFT) (No Associates) - RemoteBellevue, United States Virgin IslandsRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewLicensed Mental Health Counselor (LMHC) (No Associates) - Remote Rula HealthLicensed Mental Health Counselor (LMHC) (No Associates) - RemoteBellevue, United States Virgin IslandsRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteMaple Valley, INRemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewLicensed Independent Clinical Social Worker (LICSW) (No Associates) - Remote Rula HealthLicensed Independent Clinical Social Worker (LICSW) (No Associates) - RemoteTacoma, VARemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewLicensed Mental Health Therapist (No Associates) - Remote Rula HealthLicensed Mental Health Therapist (No Associates) - RemoteBellevue, WARemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewLicensed Independent Clinical Social Worker (LICSW) (No Associates) Rula HealthLicensed Independent Clinical Social Worker (LICSW) (No Associates)Seattle, WABy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. Best-fit client referrals: We’ll help you craft a provider profile that highlights your specialities and clinical approach, making it easier for the right clients to find you.
NewLicensed Clinical Social Worker (LCSW) (No Associates) - Remote Rula HealthLicensed Clinical Social Worker (LCSW) (No Associates) - RemoteSeattle, WARemoteBest-Fit Client Referrals We’ll help you create a provider profile that highlights your specialties and clinical approach, ensuring the right clients find you. Both telehealth and in-person sessions are supported (providers arrange their own office space if offering in-person care).
NewLicensed Clinical Social Worker (LCSW) (No Associates) Rula HealthLicensed Clinical Social Worker (LCSW) (No Associates)Seattle, WABest-Fit Client Referrals We’ll help you create a provider profile that highlights your specialties and clinical approach, ensuring the right clients find you. Both telehealth and in-person sessions are supported (providers arrange their own office space if offering in-person care).
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.
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.
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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBellevue, Washington$35,630–$85,000 / yearOur 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).
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.
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 Service Associate Financial EnginesClient Service AssociateKirkland, WA$54,000–$72,000 / yearRecognized 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.
Client Service Associate | Wealth Management Threadline WealthClient Service Associate | Wealth ManagementBellevue, WA$63,000–$86,000This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams. Serve as a primary point of contact for client service requests and communications, coordinating with the client’s broader Threadline Wealth advisory and operations teams.
Client Service Associate Edelman Financial EnginesClient Service AssociateKirkland, 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.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateBellevue, WA$50,000–$65,000 / yearRecognized 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.
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.
Client Services Associate SPS North AmericaClient Services AssociateRenton, WAAcross 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. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
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.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Renton, WashingtonRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
KPB Client Service Associate - Fiduciary Strategist Trust Support KeyCorpKPB Client Service Associate - Fiduciary Strategist Trust SupportSeattle, WA$25–$38.46 / hourPerforms day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC'S/discretionary's etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively manage accounts while maintaining an optimal level of client service.
Client Service Associate Morgan StanleyClient Service AssociateSeattle, Washington$35,152–$90,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our 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.
Private Client Services Associate Attorney - Midlevel Ashurst Perkins CoiePrivate Client Services Associate Attorney - MidlevelSeattle, WashingtonOur 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.
Client Service Associate - Gig Harbor,WA LPL FinancialClient Service Associate - Gig Harbor,WAGig Harbor, WashingtonThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateBothell, WashingtonAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services Associate SPSClient Services AssociateRenton, WashingtonAcross 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. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSeattle, WashingtonClient 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.
Client Service Associate (Seattle, WA) Oppenheimer Holdings IncClient Service Associate (Seattle, WA)Seattle, WA$50,000–$60,000 / 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.
Client Service Associate - Gig Harbor,Wa LPL Financial ServicesClient Service Associate - Gig Harbor,WaGig Harbor, WA$23.52–$39.17 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
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 / 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.