Client Services Jobs in Bellevue
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Search Results - Client Services Jobs in Bellevue
Parcion Private Wealth-Bellevue
Wealth Transfer, Wealth Protection and Charitable Giving
Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
Act as primary point of contact for clients and their other trusted advisors
Lead...
resume-library.com -
HICC Pet®-Bellevue
and policies.
• Take the extra mile to engage customers.
• You bring:
• Minimum of 3-5 years experience in customer support or as a client service representative.
• Ability to be a leader within the company.
• Proven experience in people management...
mindmatch.ai -
Parcion Private Wealth-Bellevue
willingness to learn, congenial demeanor, and be a team player. This role will communicate, coordinate, and support the investment team’s interactions with other departments – client service, operations, and family advisors/wealth planners.
Client portfolio...
resume-library.com -
Fidelity TalentSource LLC-Bellevue
experience, we recommend five years
• Degree and/or other professional certifications such as CFP are helpful
The Purpose of Your Role
You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through...
mindmatch.ai -
Thriveworks-Bellevue
practice group with locations in 48 states. Our mission is to help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important. We put a lot of emphasis on the thought that—in order...
Bellevue
associate wealth advisors and client service associates
Qualifications:
• Bachelor’s degree required
• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA...
icims.com -
Bellevue
they engage clients about our loyalty programs. Support the planning, execution, and staffing of all events, services, and classes. Effectively execute and implement all company initiatives in a timely manner.
:Supporting Store Success Help make a beautiful...
tiptopjob.com -
Gallagher-Seattle, 6 mi from Bellevue
American retail account.
Manages assigned book of business works to solidify client relationship.
Primarily focused on delivering exceptional service to all client.
Solves common issues and identifies client concerns/opportunities and drives solutions...
mindmatch.ai -
Bellevue
and sell products and services to our clients in all areas of the store. Introduce our credit card and Beauty Insider to all customers to help them discover the benefits of our loyalty programs.
:Supporting Store Success Help make a beautiful first...
tiptopjob.com -
Marsh McLennan-Seattle, 6 mi from Bellevue
and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at MMA Private Client Services National.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits...
jobvertise.com -
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