We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Wealth Management Associate
Bellevue, WA · Hybrid
$80K - $100K/yr
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Wealth Management Associate
Bellevue, WA · Hybrid
$80K - $100K/yr
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$96K - $186K/yr
The Marketplace Account Management team drives category growth, seller success, and operational ... Leading a team of associates, the group fosters continuous improvement and operational efficiency ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$96K - $186K/yr
The Marketplace Account Management team drives category growth, seller success, and operational ... Leading a team of associates, the group fosters continuous improvement and operational efficiency ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$104K - $202K/yr
The Marketplace Account Management team drives category growth, seller success, and operational ... Leading a team of associates, the group fosters continuous improvement and operational efficiency ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$104K - $202K/yr
The Marketplace Account Management team drives category growth, seller success, and operational ... Leading a team of associates, the group fosters continuous improvement and operational efficiency ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$104K - $202K/yr
The Marketplace account management team drives growth for high-impact sellers through strategic ... Provide supervision, mentoring, and development opportunities for associates to enhance team ...
Manager, Strategic Account Management
Bellevue, WA · On-site
$104K - $202K/yr
The Marketplace account management team drives growth for high-impact sellers through strategic ... Provide supervision, mentoring, and development opportunities for associates to enhance team ...
Wealth Management Associate
Bellevue, WA · On-site
$80K - $100K/yr
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Wealth Management Associate
Bellevue, WA · On-site
$80K - $100K/yr
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Quick apply
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This ... Processing client-directed money movements and other account-related transactions * Client ...
Private Wealth Management Associate
Seattle, WA · Hybrid
$85K - $105K/yr
... Management Associate to join their collaborative team. This role is ideal for a licensed wealth ... Facilitate new account openings and client onboarding * Process mutual fund, ETF, and advisory ...
Quick apply
Private Wealth Management Associate
Seattle, WA · Hybrid
$85K - $105K/yr
... Management Associate to join their collaborative team. This role is ideal for a licensed wealth ... Facilitate new account openings and client onboarding * Process mutual fund, ETF, and advisory ...
A nationwide specialty contractor seeking a Construction Account/Project Manager Associate. This ... Required: * Associates or bachelor's degree in construction management, finance, business ...
Quick apply
A nationwide specialty contractor seeking a Construction Account/Project Manager Associate. This ... Required: * Associates or bachelor's degree in construction management, finance, business ...
... Management Location ... This field-based role enables associates to primarily operate in the field, traveling to client ...
... Management Location ... This field-based role enables associates to primarily operate in the field, traveling to client ...
Clinical Pharmacy Account Director - Clinical Account Management Location ... This field-based role enables associates to primarily operate in the field, traveling to client ...
Clinical Pharmacy Account Director - Clinical Account Management Location ... This field-based role enables associates to primarily operate in the field, traveling to client ...
Customer Account Associate Albertsons
Seattle, WA · On-site
$58 - $85/hr
Position Overview The Associate, Customer Account is a key member of the Account Management team ... Manage customer post-audit claims, including undisputed claim resolution, disputed claim tracking ...
Customer Account Associate Albertsons
Seattle, WA · On-site
$58 - $85/hr
Position Overview The Associate, Customer Account is a key member of the Account Management team ... Manage customer post-audit claims, including undisputed claim resolution, disputed claim tracking ...
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
LearnVantage Software Sales Account Exec Manager Enterprise Account Management
Kirkland, WA · On-site
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
LearnVantage Software Sales Account Exec Manager Enterprise Account Management
Kirkland, WA · On-site
Minimum of 7 years of experience in business development, account management, sales leadership, or ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...
S. degree in Business or Engineering with 6 years progressive account management experience in the marine industry; or Associates degree in Business or Engineering with 8 years progressive account ...
S. degree in Business or Engineering with 6 years progressive account management experience in the marine industry; or Associates degree in Business or Engineering with 8 years progressive account ...
Account Manager
Mukilteo, WA · On-site
S. degree in Business or Engineering with 6 years progressive account management experience in the marine industry; or Associates degree in Business or Engineering with 8 years progressive account ...
Account Manager
Mukilteo, WA · On-site
S. degree in Business or Engineering with 6 years progressive account management experience in the marine industry; or Associates degree in Business or Engineering with 8 years progressive account ...
Associate Account Manager
Lynnwood, WA · On-site
$136K - $141K/yr
Associate Account Manager Location: Honolulu, California, Washington: Must be able to work on ... Time Management (managing one's own time and respecting the time of others) * Prompt response to ...
Associate Account Manager
Lynnwood, WA · On-site
$136K - $141K/yr
Associate Account Manager Location: Honolulu, California, Washington: Must be able to work on ... Time Management (managing one's own time and respecting the time of others) * Prompt response to ...
Serve as the day-to-day leader and primary resource for the team's Client Service Associates and ... Oversee the new client onboarding process and ongoing account maintenance.
Serve as the day-to-day leader and primary resource for the team's Client Service Associates and ... Oversee the new client onboarding process and ongoing account maintenance.
Client Account Manager - 3647565
Seattle, WA · On-site
$130K - $160K/yr
If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired. As a Client Account Manager, you will oversee the daily ...
Quick apply
Client Account Manager - 3647565
Seattle, WA · On-site
$130K - $160K/yr
If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired. As a Client Account Manager, you will oversee the daily ...
Account Management Associate information
See Seattle, WA salary details
$33.6K - $38.6K
1% of jobs
$38.6K - $43.6K
2% of jobs
$43.6K - $48.6K
7% of jobs
$48.6K - $53.6K
13% of jobs
$54.3K is the 25th percentile. Wages below this are outliers.
$53.6K - $58.7K
15% of jobs
The median wage is $62.5K / yr.
$58.7K - $63.7K
16% of jobs
$63.7K - $68.7K
15% of jobs
$71.5K is the 75th percentile. Wages above this are outliers.
$68.7K - $73.7K
12% of jobs
$73.7K - $78.7K
8% of jobs
$78.7K - $83.7K
7% of jobs
$83.7K - $88.8K
4% of jobs
$33.6K
$64.7K
$88.8K
How much do account management associate jobs pay per year?
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Cities near Seattle, WA with the most Account Management Associate job openings:

Full-time
Re-posted 23 days ago
Job description
If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.
Specific responsibilities include:
Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
- Serving as a primary point of contact with clients
- Partnering with custodians/investment managers
- Overseeing the gathering of client information and managing data integrity
- Processing client-directed money movements and other account-related transactions
Client Onboarding: Overseeing and coordinating the new client onboarding process
Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
- Preparing meeting summaries and comprehensive meeting materials
- Creating and managing post-meeting action items
Wealth Planning: Assist the team's Wealth Managers in producing financial plans
Mentorship and Collaboration
- Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
- Providing guidance and mentorship to new client-facing team members, contributing to their professional growth
About Coldstream Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Bellevue, WA, US
Year founded
1996