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Client service associate Jobs in Bellevue, WA

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Client service associate • bellevue wa

Last updated: 3 hours ago

Client Sales Associate

Stratford DavisSeattle, WA, us
Full-time

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth.We are seeking motivated individuals to join our team as a Client S... Show more

Transportation Client Service Leader

CDM SmithSeattle, WA, United States
Full-time

CDM Smith currently has a new opportunity for a Client Service Leader within our Transportation West Group to lead sales efforts for our transportation practice in Washington state.In this position... Show more

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Client Executive, Hyperscale Cloud Service Provider

EquinixSeattle, WA, United States
Full-time

Equinix Strategic Account Manager.Equinix is the world's digital infrastructure company, shortening the path to connectivity to enable the innovations that enrich our work, life and planet.A place ... Show more

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Associate, Client Advisory

PathstoneBellevue, WA, United States
$65,000.00 yearly
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t... Show more

Marketing & Customer Service Associate

Instep SeattleBellevue, WA, US
Full-time
Quick Apply

The Marketing & Customer Service Associate will work alongside our thoroughly trained and well-established Marketing & Customer Service team.Each new Marketing & Customer Service Associ... Show more

Client Service, Associate

Freestone Capital ManagementSeattle, WA, United States
$80,000.00 yearly
Full-time

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 26-year history of consistent growth and success, we are an independent wealth and... Show more

Client Associate

GallagherBellevue, Washington
Full-time

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem... Show more

Client Service Manager III

United Business BankSeattle, WA, United States
$15.00 hourly
Full-time

Tukwila 15 - Seattle, WA 98168.Salary Level Management Position Type Full Time Education Level High School.Join a winning team at United Business Bank and enjoy a friendly and collaborative work en... Show more

Senior Client Service Associate

Vodia VenturesBellevue, WA, United States
Full-time

Senior Client Service Associate.Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tec... Show more

Client Associate

Arthur J Gallagher & CoBellevue, WA, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more

Wealth Management Client Associate

Bank of AmericaBellevue, WA, United States
$25.00 hourly
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more

Client Associate & Trust Services

Laird Norton Wealth ManagementSeattle, WA, United States
Full-time

Client Associate & Trust Services.We are seeking a full-time Client Associate & Trust Services to join our team.Based in Seattle, Laird Norton Wetherby (LNW) is dedicated to helping high-net-worth ... Show more

Client Service Associate

Edelman Financial EnginesKirkland, WA, United States
$54,000.00 yearly
Full-time

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration... Show more

Registered Client Service Associate

StifelBellevue, WA, US
Full-time

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative su... Show more

Registered Client Service Associate (Seattle or Bellevue)

Oppenheimer & Co. Inc.Bellevue, WA, United States
$60,000.00 yearly
Full-time +1

Registered Client Service Associate.Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington.The RCSA's primary r... Show more

Customer Service Associate

Savers Value VillageSeattle, WA, United States
Full-time +1

Location: Tukwila, WA, United States.Pay Rate: Our starting pay ranges from $21.Geographic & job eligibility rules may apply.Comprehensive coverage (medical/dental/vision) at a reasonable cost.Spec... Show more

Client Service Associate

International Search ConsultantsBellevue, WA, United States
Full-time

Client Service Associate/h2pGreater Seattle Area/ppOur client is a growing wealth management firm serving UHNW individuals, families, and institutions.With a reputation for innovation, collaboratio... Show more

Associate Client Partner, HiTech

ITL USASeattle, WA, US
Full-time

Infosys is seeking an Associate Client Partner for the HiTech vertical.This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner / Seni... Show more

Client Service Manager - Water/Wastewater

Kennedy JenksSeattle, WA, United States
Full-time

Founded in 1919, KJ has always looked to the future.With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting se... Show more

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Client Sales Associate

Client Sales Associate

Stratford DavisSeattle, WA, us
17 days ago
Job type
  • Full-time
Job description
Job Description
Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for.

Key Responsibilities
  • Build and expand your client base through networking, referrals, and proactive outreach
  • Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations
  • Design and present customized financial strategies aligned with client objectives
  • Maintain strong, long-term relationships by delivering ongoing support and guidance
  • Stay informed on industry developments, market trends, and regulatory updates
  • Operate with professionalism, integrity, and adherence to ethical business practices
Ideal Candidate
  • Passionate about helping others achieve financial stability and long-term success
  • Strong communication, interpersonal, and presentation skills
  • Self-driven, disciplined, and motivated by results in a performance-based environment
  • Entrepreneurial mindset with the ability to work independently
  • Committed to maintaining high ethical standards and delivering exceptional client service
  • Previous experience in sales, finance, or customer-facing roles is a plus, but not required
Compensation & Benefits
  • Flexible Work Environment: Set your own schedule and build your business on your terms
  • Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success
  • Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential. High potential commission based role.
  • Established Brand Alignment: Represent a respected and growing financial services organization
  • Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision)
  • Performance Incentives: Bonuses and reward programs based on results
  • Incentive Travel: Qualify for exclusive trips and experiences for top performer
If this describes you, let us know why you’d be a great fit, and apply now!


Requirements
Self-driven individuals with a strong work ethic Excellent communication and interpersonal skills Organized professionals who can manage priorities effectively People who enjoy building trust and relationships Coachable candidates who are eager to learn and improve Positive attitude and goal-oriented mindset