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6 Hours AgoSaved
In-Office
Seattle, WA, USA
80K-105K
Mid level
80K-105K
Mid level
Financial Services
The Operations Manager coordinates employee experiences, manages administrative functions, supports recruiting processes, and oversees HRIS tasks to enhance team operations.
Top Skills: Microsoft Office SuiteSalesforce
Reposted 6 Hours AgoSaved
In-Office
Seattle, WA, USA
31-39
Entry level
31-39
Entry level
Financial Services
As a Client Service Associate, you'll support lead advisors by managing client data, ensuring service quality, and assisting with client interactions, all while working in a collaborative team environment.
Top Skills: Microsoft Office SuiteSalesforce
YesterdaySaved
In-Office
Seattle, WA, USA
70K-95K
Mid level
70K-95K
Mid level
Financial Services
Associate Advisors at Brighton Jones manage client service teams, providing support for client acquisition and retention, including data management, operational tasks, and investment recommendations.
Top Skills: Microsoft Office SuiteSalesforce
Reposted 2 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Lead Advisor will manage client relationships, implement wealth management plans, expand community outreach, and lead a local service team to ensure client satisfaction.
Reposted 2 Days AgoSaved
In-Office
Seattle, WA, USA
100K-130K
Mid level
100K-130K
Mid level
Financial Services
As a Private Equity Associate, you will source and manage investment opportunities, conduct due diligence, support portfolio investments, and assist client service teams.
Top Skills: Microsoft Office Suite
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3 Days AgoSaved
In-Office
Seattle, WA, USA
29-34
Junior
29-34
Junior
Financial Services
As the Receptionist & Hospitality Coordinator, you will welcome guests, coordinate office maintenance, manage schedules, and support administrative tasks while enhancing the workplace experience.
Top Skills: MS OfficePhone Systems
Reposted 4 Days AgoSaved
In-Office
Minneapolis, MN, USA
27-34
Junior
27-34
Junior
Financial Services
As a Client Service Associate, you'll support lead advisors, manage client data in Salesforce, and coordinate client experience projects to enhance client satisfaction.
Top Skills: Microsoft Office SuiteSalesforce
Reposted 6 Days AgoSaved
In-Office
Newport Beach, CA, USA
150K-200K
Senior level
150K-200K
Senior level
Financial Services
As a Lead Advisor, you will manage client relationships, develop wealth management plans, and drive community engagement to support clients' financial goals.
Reposted 6 Days AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Financial Services
Advisors manage client service teams, handling communications, portfolio reviews, recommendations, meeting preparations, and training team members.
Top Skills: Microsoft Office Suite
7 Days AgoSaved
In-Office
Seattle, WA, USA
98K-145K
Mid level
98K-145K
Mid level
Financial Services
The Learning Program Manager will lead role-specific training programs, manage program delivery and evaluation, and ensure alignment with operational needs while supporting growth and development of team members.
Top Skills: ArticulateCaptivateElearning ToolsVideo Training SoftwareVyond
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