Client Service Associate Jobs in Washington

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22 Washington Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 22
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, t...
UBS AG Seattle, WA
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, t...
Morgan Stanley Bellevue, WA
Job Number:: 3034887 Posting Date: Sep 26, 2014 Primary Location: Americas-United States of America-Washington-Bellevue...
Morgan Stanley Bellevue, WA
Job Number:: 3034882 Posting Date: Sep 24, 2014 Primary Location: Americas-United States of America-Washington-Bellevue...
Morgan Stanley Seattle, WA
Job Number:: 3034557 Posting Date: Sep 19, 2014 Primary Location: Americas-United States of America-Washington-Seattle...
Morgan Stanley Seattle, WA
Job Number:: 3030854 Posting Date: Jul 21, 2014 Primary Location: Americas-United States of America-Washington-Seattle...
Bright Horizons L.P Seattle, WA
Client Service Associate * Job Number: : 3034557 Posting Date : Sep 19, 2014 Primary Location : Americas-United States of America-Washington-Seattle Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. L...
Bright Horizons L.P Bellevue, WA
Client Service Associate Job Number:: 3034887 Posting Date: Sep 26, 2014 Primary Location: Americas-United States of America-Washington-Bellevue Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn th...
UBS AG Seattle, WA
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional servi...
Russell Investments Seattle, WA, 98113
The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound ACD telephone calls and providing client service for distributors selling Russell investment products within US Private Client Services. The Client Service Associate will be responsible for responding to fund related questions as well as serving as client advocate with o...
Morgan Stanley Bellevue, WA, 98009
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
UBS Financial Services Seattle, WA, 98113
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Fisher Investments Camas, WA, 98607
Overview: Investing can be one of the most important and nerve-racking things in people’s lives– having capable, talented people providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will help s...
Morgan Stanley Seattle, WA, 98113
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional servi...
UBS AG Tacoma, WA
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional se...
UBS Financial Services Bellevue, WA, 98009
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Washington
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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