Client Services Specialist (Remote) All Financial FreedomClient Services Specialist (Remote)Olympia, WARemoteThis position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
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.
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.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorSeattle, WashingtonRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Client Services Representative (Remote) Traveling with TashaClient Services Representative (Remote)Seattle, WashingtonRemoteIn this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial inquiry through final booking. Daily responsibilities include responding to client inquiries, researching travel options, coordinating and confirming reservations, and maintaining consistent follow-up communication.
NewWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateSeattle, WashingtonGlobal 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. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Operations Specialist - Managed Services Baker Tilly Advisory Group, LPClient Operations Specialist - Managed ServicesOlympia, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
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.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewClient Services Director Everise Holdings Pte LtdClient Services DirectorWARemote$130,000–$140,000 / yearWorking cross-functionally with Operations, Finance, Technology, and other internal teams, this role ensures service delivery is timely, accurate, and aligned with client expectations while identifying opportunities to strengthen partnerships and drive business growth. This role serves as the primary point of contact for clients, overseeing day-to-day communications, ensuring successful delivery of Everise solutions, and maintaining strong client relationships.
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 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
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.
Client Service Representative GoodVetsClient Service RepresentativeColumbia, WashingtonWe sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents. From managing phone calls and appointments to facilitating check-ins and check-outs, you’ll ensure every interaction reflects our values of warmth, professionalism, and empathy.
NewClient Service Associate Morgan StanleyClient Service AssociateColumbia, WashingtonOur 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. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Commercial Client Service Associate I-III Washington Trust Bank Wealth ManagementCommercial Client Service Associate I-IIISeattle, WA$28.93–$43.44 / hourIn a team environment, supports the job activities of Credit Analysts and partners with Relationship Managers (RMs) in the Commercial Banking Group, assisting with the administration of client relationships, including processing and reviewing commercial loan document requests. 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.
NewClient Service Representative, Veterinary Medicine Ethos Veterinary HealthClient Service Representative, Veterinary MedicineTacoma, WA$18–$23 / hourWith specialists in Anesthesia, Cardiology, Emergency/Critical Care, Internal Medicine, Neurology, Nutrition, Oncology, Ophthalmology, Surgery and Radiology, we work as a team to provide the most comprehensive patient and client care in our region, with daily grand rounds and 7 surgical suites, CT/MRI, endoscopy, and more. Location Highlight Tacoma sits at the gateway to the South Puget Sound, offering easy access to Mount Rainier, Puget Sound waterways, and a revitalized downtown with a growing food and arts scene.
Client Service Leader PBS Engineering and Environmental Inc.Client Service LeaderSeattle, WA$150,000–$200,000 / yearApex is expanding its Environmental Practice and seeking a Client Service Leader to build and grow our environmental portfolio of engineering, remediation, investigation, due diligence, hazardous building materials, and supporting our infrastructure engineering natural resources projects Western Washington. Fueled by high quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth.
Client Service Leader Apex CompaniesClient Service LeaderSeattle, Washington$150,000–$200,000 / yearApex is expanding its Environmental Practice and seeking a Client Service Leader to build and grow our environmental portfolio of engineering, remediation, investigation, due diligence, hazardous building materials, and supporting our infrastructure engineering natural resources projects Western Washington. Fueled by high-quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth.
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 .
Client Service Associate - Remote LPL Financial Holdings IncClient Service Associate - RemoteWARemote$25.85–$43.08 / 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.