Top 443 Financial services Jobs in Seattle, Wa

KPB Client Service Associate - Trust
KeyBank National Association —Seattle, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Financial Consultant
WealthBridge Financial Group —Kent, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Kent, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Mortgage Loan Officer | National Lender - WA
Leadling —Seattle, WA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Senior level
Quick Apply
Mortgage Loan Officer | National Lender - WA
Leadling —Tacoma, WA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Senior level
Quick Apply
Bilingual Credit Financial Wellbeing Coach
Operation Hope —Seattle, WA
- $32.21 - $33.17 an hour
- Full-time
- Spanish
- Customer service
- Writing skills
Quick Apply
14d
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Investment Consultant - Seattle (Southlake Union), WA
Charles Schwab —Seattle, WA
- $51,300 - $95,000 a year
- Hybrid work
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
7d
VP, Financial Consultant - Redmond, WA
Charles Schwab —Redmond, WA
- $90,000 - $100,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Relationship Banker (Studios West Experience Center) (FULL TIME ON-SITE)
First Technology Federal Credit Union —Redmond, WA
- $22.55 - $26.00 an hour
- Email
- Office
- High school diploma or GED
- In-person
- Paid holidays
- Health insurance
Quick Apply
5d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Investment Advisor
AscendHire —Tukwila, WA
- $120,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
5d
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Financial Advisor
Edward Jones —Covington, WA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
11d
Preapproval Specialist / Loan Officer Assistant
Movement Mortgage —Kent, WA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Mortgage Loan Officer I/II
Navy Federal Credit Union —Silverdale, WA
- $25 - $36 an hour
- Online Application
- Word processing
- Mid-level
- Office
Associate Financial Advisor
Edward Jones —Kenmore, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training

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financial services jobs near seattle, wa

KPB Client Service Associate - Trust

KeyBank National Association -
Seattle, WA

Apply Now

Job Details

Full-time
$25.00 - $38.46 an hour

Qualifications

Employee relationship building

Full Job Description

Location:

4900 Tiedeman Road, Brooklyn Ohio

Job Summary
The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service.

Essential Functions

Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC’S/discretionary distributions etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
Reads and understands Trust Agreements and related documents for administrative purposes.
Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist.
Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
Uses cash forecasting to determine approximate amount needed in accounts over a period of time based on the account’s needs and trends, working closely with the Investment Officer.
Builds and maintains strong client contact and provides sales support to team.
Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist.
May serve as primary contact for some account relationships.
Assists Trust Officer in managing business pipeline activity through Salesforce, planning client meetings, and preparing client presentation, as needed.
Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.
Prepares various reports, correspondence, technical documents and special projects as requested.
Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees; provides back-up to other team members.
Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

Associate’s degree in business-related field or equivalent work experience. (preferred)

Work Experience

Experience working in the financial industry or other client service roles. (required)
Experience working in a trust department. (preferred)

Skills

Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
Proven ability to collaborate effectively within team environments, including situations where team members are geographically dispersed or working remotely, ensuring clear communication, coordination, and alignment toward shared objectives.
Demonstrated attention to detail.
Proficient in all Microsoft Office Applications and web-based portals

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/08/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

#LI-Hybrid

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Refine Your Search

financial services jobs in seattle, wa

KPB Client Service Associate - Trust

Financial Consultant

Associate Client Advisor

Career-Transition Partnership - For Advisors Approaching Reduced Production

Mortgage Loan Officer | National Lender - WA

Mortgage Loan Officer | National Lender - WA

Bilingual Credit Financial Wellbeing Coach

Wealth Planning Associate

Investment Consultant - Seattle (Southlake Union), WA

VP, Financial Consultant - Redmond, WA

Relationship Banker (Studios West Experience Center) (FULL TIME ON-SITE)

Wealth Advisor, Schwab Wealth Advisory

Investment Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Associate Wealth Manager

Financial Advisor

Registered Branch Associate

Preapproval Specialist / Loan Officer Assistant

Mortgage Loan Officer I/II

Associate Financial Advisor

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