Client Service Agent Salary at Wa.Aaa.Com BETA

Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Mercer Island teams you will play a crucial role in ensuring that our clients receive outstanding service and support. This position is located on Mercer Island; however, we have a flexible hybrid work environment (in office Tuesdays and Thursdays with the option to work remotely or in office the remaining 3 days). Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long re

Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Operates mail machines including the postage meter, photocopying machine, a

Description AWS Engagement Managers seek to understand our customers needs, their missions, how success is defined, and ensure that we are exceeding expectations in developing and delivering solutions. As an Engagement Manager, you will collaborate across roles to understand a customers mission objectives and define project goals. You will lead peers, small teams, or groups of teams made up of AWS members, customer Stakeholders/SMEs, and potentially other vendors to create and execute a plan to achieve project goals by understanding AWS technologies, best practices, as well as the client environment. You will identify and mitigate limitations to execution. You will guide customers through their cloud journey to transform their business. You will leverage AWS mechanisms to help customers envision strategic goals and requirements. You will use agile delivery methodology to lead project teams consisting of business and technical resources while managing scope, schedule, and cost. You will

Job Descriptions: D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Bellevue, WA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! Required Experience: Primary Qualifications:* Eager to advance and grow in the Financial Services Industry ? Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).* High school graduate or comparable work experience. Post-

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. Overview: A Client Relations Representative serves as the primary client contact (internally and externally), and is accountable for the quality of the client experience. They are responsible to review, and adjust as necessary all client visible outputs. (Including but not limited to billing reports, emails, letters, COBRA reports, and special project outputs). It is very meaningful that the Client Relations

Registered Wealth Management Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comesfrom transparency. Our trustedadvisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within o

Job Description Job Description Legacy Promotions is currently looking for new Client Relations Representatives to join our growing team! In this entry-level position, the Client Representative will act as a liaison between our clients and the customers with accuracy and efficiency. As a Client Representative you will be cross-trained in the different areas of our multi-faceted company such as marketing, sales, business management and management. This is a great opportunity for those just getting their career started and looking to grow their knowledge. Responsibilities: Stay up to date on client services, products, and industry trends Attend regular client training and developmental meetings Assisting in new customer acquisitions on behalf of our clients Consult prospective customers on behalf of our clients Assisting in the daily growth and development of assigned campaigns Skills: Leadership skills Positive attitude and ability to work well within a team environment Organized and de

Benefits: Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn an