1,127 Results for

Client Service Associate Jobs in Washington

Jobs

Bellevue, WA

$125,000–$175,000 / year

4 days ago

Spokane, WA

$100,000–$150,000 / year

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. The Firm and the Northwest Office are committed to fostering a welcoming, collaborative office culture rooted in mutual support, where every team member contributes to building a premier Plaintiff's firm known for excellence.

4 days ago

Seattle, WA

The Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. Responsibilities of the Associate Client Advisor:

Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.

2 days ago

Seattle, WA

Remote

$105,000–$200,000 / year

Our 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.

4 days ago

Seattle, WA

$225,000–$260,000 / year

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. We are a full-service law firm serving a broad range of clients, from emerging businesses to established organizations with complex legal needs.

4 days ago

Kirkland, WA

$100,000–$175,000 / year

4 days ago

Seattle, WA

$190,000–$240,000 / year

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. *Work with a premier investment management team representing over 40 public pension funds, including several of the largest in the U.S. *Gain hands‑on experience with complex, high‑value investment transactions across asset classes.

2 days ago

Seattle, WA

$95,000–$125,000 / year

b>Join 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.

2 days ago

Seattle, WA

$55,000–$65,000 / year

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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

4 days ago

Tukwila, Washington

$20.75–$24.37 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

3 days ago

Seattle, WA

Full time

As 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.

30+ days ago

Edmonds, WA

$68.01–$107.35 / hour

It is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound.

MANAGERIAL/SUPERVISORY RESPONSIBILTIES: The Manager Case Management is responsible for the daily management and organization of all activities and staff within the Case Management Department including care coordination, case management, discharge planning, utilization management, social work services, and pre-admission case management.

Today

Kennewick, WA

Full time

May be responsible for quarterly construction loan reports, loan fee reports, commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and tracking past due property taxes. Knowledge of business unit's functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, or private banking.

30+ days ago

Seattle, WA

Full time

Job SummaryThe Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.

30+ days ago

Seattle, WA

Full time

Our nationally recognized team of almost 40 attorneys 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 three to five years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.

30+ days ago

Bainbridge Island, WA

Full time

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.

26 days ago

Bellevue, WA

$55,000–$103,000 / year
Full time

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor).

30+ days ago

Okanogan, WA

$20.93–$24.99 / hour
Full time

The essential functions include, but are not limited to the following: · Provide receptionist responsibilities to include multi-line phone system, clerical support for all the agency’s departments, distribute mail, and verbal and written Spanish translation as requested. The CSS will be responsible for providing superior client service to clients and staff and will represent the agency with their leadership skills, willingness to help others, and strong communication skills.

30 days ago

Union Gap, WA

Full time

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.

30+ days ago

Seattle, WA

Full time

General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.

23 days ago

Seattle, WA

Full time

Perkins Coie is searching for a Client Services Specialist who will primarily provide administrative and workflow support for client specific projects submitted by the client matter team. Effectively use firm operational tools including: Outlook, WebEx, iManage, PC Engage and ServiceNow (workflow tool) -- according to established protocols.

30+ days ago

Tacoma, WA

Full time

The incumbent provides telephone-based customer service; documents communications with clients; handles specimen transportation; performs accessioning of specimens into the data management system; provides prices, places lab orders, corrects various report and billing errors; maintains courier vehicles and dispatches couriers to clients. Home to the MultiCare Regional Cancer Center, a Family Birth Center and specialized neonatal care in partnership with Mary Bridge Children's, our collaborative, mission-driven teams offer a rewarding environment for career growth and professional excellence.

30+ days ago

Seattle, WA

Full time

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

30+ days ago

Seattle, WA

$62,800–$103,400 / year
Full time

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.

30+ days ago

Seattle, WA

Full time

Work 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.

30+ days ago

Seattle, WA

Full time

Qualifications: A minimum of two years of experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues. Responsibilities: Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies .

30+ days ago

Pullman, WA

$145,000–$165,000 / year
Full time

To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or https://hrs@wsu.edu/. The Washington State University (WSU) Department of Veterinary Clinical Sciences (VCS) in the College of Veterinary Medicine (CVM) seeks to fill a full-time open rank (assistant professor/associate professor/professor) continuous career track faculty position in Agricultural Animal Field Service.

30+ days ago

Queen Anne, WA

$20.75–$24.37 / hour
Full time

Adoption 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.

30+ days ago

Seattle, WA

$30–$33.65 / hour

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

30+ days ago

Seattle, WA

$60,000–$70,000 / year

With 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.

30+ days ago

Bellevue, WA

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

30+ days ago

Spokane, WA

p>Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

Seattle, WA

$32.21–$44.27 / hour

27 days ago

Seattle, WA

$30–$33.65 / hour

p>Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview.

30+ days ago

Seattle, WA

Job DescriptionWedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

30+ days ago

Seattle, WA

$60,000–$85,000 / year

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

30+ days ago

Spokane, Washington

What You'll Be Doing:

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

Seattle, WA

$144,000–$184,000 / year
Full time

Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

30+ days ago

Seattle, WA

$158,000–$199,000 / year
Full time

The Client Director, Team Lead role is responsible for setting, directing, and executing the strategy for global clients or major regional accounts that are of substantial strategic and revenue generating importance. Attract and retain top talent within sales team by following Gartner's validated recruitment methodology, with a strong focus on building a pipeline of candidates for potential open opportunities.

30+ days ago

Bellevue, WA

Full time

All Ways Caring HomeCare services include personal care and homemaking programs, professional nursing, older adult care management, Alzheimer's/dementia care, respite care, and other programs. Whether recovering from illness, injury, or surgery, living with a chronic disability, or dealing with the natural process of aging, services are tailored to meet the individual needs of people of all ages, physical conditions, and cognitive abilities.

30+ days ago

Seattle, WA

$60,000–$70,000 / year

30+ days ago

Seattle, WA

Full time

Perkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts, advisory and other personal trusts as allocated by the Chief Trust Officer. Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust, tax and administrative matters.

30+ days ago

Seattle, WA

Full time

Manage engagement maintenance and billing coordination,including preparing client bills in accordance with billing schedule, reconcilingengagement and investment reports and coordinating with engagement team andEMCs to adjust ERPs as necessary and close out engagements upon completion ofwork . Work 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.

30+ days ago

Seattle, WA

Full time

Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.

30+ days ago

Lacey, WA

$30–$35 / hour

li>Maintain a working proficiency with financial products such as annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

30+ days ago

Tulalip, WA

$16.66–$21.75 / hour
Full time

Our Competencies for All EmployeesCourage: 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. Our Competencies for All People ManagersStrategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.

30 days ago

Tulalip, WA

$16.66–$21.75 / hour
Full time

30 days ago

Lynnwood, WA

$54,000–$65,000 / year

Recognized 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.

30+ days ago

Seattle, WA

Full time

Developing a general understating of reporting requirements of different entity structures and the compliance processIncreasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

30+ days ago

Seattle, Washington

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

For California Applicants: Information on your California privacy rights can be foundhere.

15 days ago

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Client Relationship Associate - Wealth Advisory - Bellevue, WA CliftonLarsonAllen LLP

Client Services Specialist Okanogan County Community Action Council

Associate Private Client Advisor KeyBank

Client Service Specialist - R26_2136 Ameriprise Financial

Client Services Specialist Perkins Coie LLP

Client Service Representative Lab Courier MultiCare Health System

Managed IT Services Associate RSM US LLP

Financial Consulting Senior Associate - Payroll Services RSM US LLP

Senior Associate, Business Tax Services KPMG LLP

Senior Associate, State & Local Tax - Financial Services KPMG LLP

Assistant/Associate Professor in Agricultural Animal Field Service Washington State University

Retail Customer Service Associate FedEx Office and Print Services Inc

Registered Client Service Associate Wedbush Securities

Registered Client Service Associate (Seattle or Bellevue) Oppenheimer & Co. Inc.

Registered Client Service Associate Stifel Financial Corp

Client Service Associate Non Registered Stifel Financial Corp

Registered Client Service Associate Ameriprise Financial Inc

Registered Client Service Associate WEDBUSH, Inc.

Registered Client Service Associate Wedbush Morgan Securities

Registered Client Service Associate Morgan Stanley

Client Service Associate - Non-Registered Stifel

Client Executive, GTS Gartner, Inc.

Client Director Team Lead, GTS Gartner, Inc.

Client Care Manager All Ways Caring Homecare

Registered Client Service Associate (Seattle, WA) Oppenheimer Holdings Inc

Client Relationship Officer Perkins Coie LLP

Client Engagement & Billing Technician KPMG LLP

Investment Associate - FINRA Registered KeyBank

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Sales Support Associate III Tapestry

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