3 results for Client Services Associate Jobs in Bothell, WA, US

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job OverviewThe Client Services Associate provides exceptional office and mail services, delivering operational functions in ...

Job Title: Client Services AssociateJob DescriptionThe Client Services Associate will be responsible for key aspects that support the client-facing and operational functions of our wealth management group. This role involves supporting advisors and planners in managing client accounts, following up ...

DescriptionLido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Private Client Services, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory...