Client Services Associate Salaries in Washington State

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$55,000 - $95,000 a year

Assist in planning outside calls by preparing a letter to prospect, ordering pertinent background financial information, scheduling meetings, etc.

$21.70 - $41.93 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…

$54,000 - $71,000 a year

Inneo is an independent, for-profit LLC owned by non-profit health systems, driving better healthcare outcomes through Innovation. Key Elements of the Position.

$100,000 - $130,000 a year

Coordinate Third Parties: Work directly with custodians and third-party intermediaries to execute transactions, obtain updates, and resolve account issues.

$55,000 - $65,000 a year