Financial Services Careers In seattle

ur customer satisfaction and customer viewpoint. We are looking for someone to complement our team. Finance experience is a must. We have excellent customers who believe in our products and services. Clean paperwork is critical. If you are a team player, looking to make money and want a new challenge, please apply now! https://home.eease.adp.com/recruit/?id=1065501 Experience with Reynolds & Reynolds is preferred. We are an equal opportunity employer committed to a drug free work environment. Pre-employment drug screen and background check will be conducted. Valid driver's license and good driving record are required. Please note that only candidates who complete the full application will be considered for employment. EEOC hyperlink: http://www.dol.gov/whd/regs/compliance/posters/fmlaen.pdf Federal Family Medical Leave Act hyperlink http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf Location: Lexus of Seattle Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

r without experience, to join our team. We are the premier leader in Commercial insurance for the state of Washington! Farmers have been in business since 1928, helping protect and build people's assets. INCOME: < First year "average" earnings $40K -60K with top agents earning $80K-100K!! The average agent in Washington State makes over $120K with top veteran agents making in exceed of $500K! *This business is totally portable. If you have a cell phone and a laptop, you can manage this business by the pool, from a hotel balcony, from an island...everywhere! * Huge Tax advantages. If you're not operating a business, you may be losing thousands of dollars a year in deductions you probably already deserve. * Proven Results. Be mentored by an alliance of successful people who laid out a "roadmap for your success! GETTING STARTED: Farmers provide a guaranteed subsidy for the first two years of more than $90K. RESPONSABILITIES Market Farmers Insurance products including auto, home, life and commercial insurance as well as Farmers Financial Services. Service new and existing clients. QUALIFICATIONS: Willing to learn in a fast pace environment Hard working Entrepreneurial and outgoing Clean Financial history Good driving record No felonies Have a strong desire to succeed and be a part of a winning team! Do you have the drive??? For more information or to inquire about an interview, call at 425-775-5518 Visit www.farmers-agent.com Keywords: Insurance, Sales, Entrepreneur, License, Series 6, Series 7, Series 63, Securities, Variable, Life, Financial, Annuities, Registered Representative, Registered Principal, Four-Year, Four Year, Degree, BA, BS, MBA, NASD, Agent, Agency, Consulting, Sales, Marketing, Business Development, Financial Services, Legal, Contract, Healthcare, Banking, Entrepreneur, Financial Advisor, Agent, Account Executive, Management, Government, Public Relations, work from home, corporate sales, Consulting, Sales, Marketing, Business Development, Financial Services, Legal, Contract, floor manager, closer, district manager, team lead, leader, awards, top sales, top producer, real estate, Wells Fargo, combined, American Express, Morgan Stanley, Edward Jones, Washington Mutual, aflac, American Family, Allstate, State Farm, claims, automobile consultant, automobile sales, banking, mortgage, finance, lender, broker, real estate, real estate agent, pharmaceutical, pharmaceutical sales, medical sales, police, fire, office, police office, fire fighter, teacher, instructor, trainer, university, owner, president, vice president, bank, banking, loan officer, customer service, manager, branch manager, investments, broker, commercial, Amazon, "American family", MetLife, Spanish, Korean, Vietnamese, bilingual, dealership, dealer, wholesale Location: North Seattle, Lynnwood, Everett Compensation: Up to $150,000 Telecommuting is ok. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ching for the right person that is outgoing and enjoys helping others. After your first 90 days the company offers a generous benefit plan with sick leave, holidays, and vacation time! Contact Business Careers and reference CRLB8CF2 when you call today! Click here to apply! All applicants must apply online to be considered. When applying to this position, please reference job order number: CRLB8CF2 For more information on this opening:Call Business Careers at (425)ಮ2-5222,Or Apply Online at www.businesscareers.com Permanent, Full Time Positions OnlyNO Temp or Temp-To-Hire PositionsAbsolutely NO Fees to Our ApplicantsSince 1970, Business Careers has offered superior opportunities with top companies in our local area. Our positions are permanent and full time. As a career-seeker, you'll enjoy working one-on-one with a professional career consultant who will deliver results quickly, effectively, and at no cost to you! We will confidentially arrange interviews that work with your schedule, provide interview coaching and immediate feedback following each of your interviews! In short, we will be there for you through the entire process helping you find the position you want and do it fast and professionally.Contact Business Careers today - our job is your future! Location: Bellevue Compensation: $30,000 plus Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

r team! We're looking for an experienced, proven marketer and a subject matter expert in financial services who can help lead our marketing strategy and execution in financial services, which is a key strategic target segment for the company. This is a high-visibility position that interacts with Varolii's executives, field sales, marketing and product teams as well as a subject matter expert for industry analysts and press. We're looking for a candidate who is high-energy and engaging, and uses a combination of smarts, hard work and marketing savvy to shape our financial services strategy and drive results. Responsibilities •Drive strategy and execution for financial services lead generation initiatives including events, webinars, email and nurture marketing campaigns, and other tactics to increase penetration into key target accounts. •Drive messaging and positioning by understanding target buyers, their purchase drivers and pain points. •Work closely with marketing communications and product marketing to create positioning, key messaging, value statements and identifying key drivers for new products, features and functionality for buyers in financial services. •Provide cross-functional marketing leadership to other groups within Varolii. •Execute annual and quarterly lead generation marketing plans for financial services target segments. Develop compelling offers for the target markets to drive lead generation. •Lead efforts to analyze, segment, prioritize and target key markets by providing expertise through market analysis, messaging and positioning, and identify key differentiators and purchase drivers. •Conduct market and competitive research. •Initiate, assist in developing and support new sales tools and presentations for the sales team. •Provide tactical sales support, as needed. Knowledge, Skills, and Abilities •Experience in B2B demand generation targeting financial services organizations. •Ability to bring innovative ideas and execution into the lead generation process. •Experience with a wide range of lead generation vehicles, including e-marketing, direct mail, webinars and the web. •Excellent communications and presentation skills, including strong writing ability. •Ability to apply the principles of market segmentation, brand management, marketing communications and database marketing. •Ability to work with senior management and cross-functional teams to develop, manage and communicate marketing programs. •Practical experience and understanding of sales and marketing automation tools and campaign metrics. •Sharp attention to detail. •"Get things done" mentality; ability to take initiative and enjoy working in a fluid, fast-paced environment. •Effectively able engage in numerous initiatives simultaneously; must work well under pressure and meet tight deadlines. •Able to effectively operate in a team-oriented, collaborative environment. Flexible with change in a dynamic, fast-paced environment. Ability to work autonomously, create structured plans and execute against them. Education/Experience •BA/BS degree with a 7+ years marketing experience; MBA a plus. •Background or work experience in the Financial Services industry, particularly in money center banks and mortgage. •Experience in B2B marketing in a complex, solution selling environment. •Background in technology. Software or contact center industry a plus. •Experience working closely with sales team or background in sales a plus. For further consideration, please submit your resume to https://tbe.taleo.net/NA7/ats/careers/requisition.jsp?org=VAROLII&cws=1&rid=243 Location: Seattle Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios. Tamarac is looking for an Account Manager to manage client accounts for the full life cycle of their contracts, as well as be the main point of contact between the client and internal departments. Qualifications: • 1-3 years' experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way • Experience in account management or service and support • Ability to pick up new technology quickly • Strong verbal and written communication skills • Detail oriented and excellent multi-tasking skills • Exceptional interpersonal and organizational skills • Must work well in a team environment and present a professional demeanor • Must be flexible, reliable, trustworthy, and absolutely confidential with all matters • Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook) • Ability to travel at least 10% of the time. Responsibilities: • Establish and maintain a positive and professional relationship with clients. • Initiate welcome calls and act as liaison between clients and internal Tamarac departments during client implementations and beyond. • Perform quarterly analysis of product usage, identify issues and create action plans by enrolling them in Tamarac University or other Tamarac events, extending contracts, or discovering interest in new products. • Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate. • Sell Tamarac's full suite of products to existing customers currently using one or more products. • Assist in managing communication with key clients regarding new product releases and enhancements • Resolve one-off customer requests and situations. • Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments. • Become knowledgeable and proficient using all Tamarac products. • Maintain client records in Dynamics CRM • Manage consulting call scheduling as well as data gathering and publishing • Identify client interest in other Tamarac products and be able to clearly communicate the potential opportunity to the appropriate sales person • Coordinate appropriate internal resources needed to deliver on up sale opportunities Behavioral Competencies: • Client Focus • Accountability • Innovation • Team Work & Collaboration • Technical Aptitude • Leadership • Integrity • Adaptability & Continuous Improvement • Positive & Empowering Attitude • Focus on Profitability Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace. Location: Seattle, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

is to diligently prospect and qualify new business opportunities by telephone and email campaigns by leveraging knowledge of key industry verticals such as investment banks, law firms, and private equity firms. The role carries the responsibility of generating and qualifying new opportunities for outside sales representatives while meeting and exceeding new opportunity quotas. The ideal candidate should have a genuine interest in the financial markets and must be able to quickly learn a technical financial research database product. For this pivotal client-facing role, the candidate must be motivated to generate and drive new business, have excellent communication and presentation skills, a results-driven attitude, the ability to think on his/her feet, and an entrepreneurial spirit. Experience in selling financial services, professional services, information technology, software as a service, or business to business (B2B) products/services is strongly preferred. Skills & Experience: • 1+ years successful sales experience (financial services, business to business, information services, software or SaaS preferred) • BS/BA required -- business related degree a plus • Proven ability to identify new prospects, conduct thorough needs analysis/discovery, identify compelling events and drive new opportunities • Strong professional communication and negotiation skills • Ability to present at board room level • High level of initiative, motivation and drive for success • Team player attitude, entrepreneurial spirit, and fun to work with • Genuine interest in financial markets or services • Comfortable making೐-100 dials a day Please do not apply if you do not have sales experience as outlined above. Thank you. Company Description: PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the private equity and venture capital marketplaces. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard to find private equity deal data. PitchBook's primary product is a market leading financial information, web-based platform covering all aspects of PE/VC investment as well as deep analytics on publically traded companies. PitchBook's clients include Wall Street's and the financial marketplace's most prominent and influential institutions and professional service providers (including private equity and venture capital firms, investment banks, consultants and law firms, among others). Location: Seattle Compensation: Compensation includes: salary, commission, bonuses, stock options and benefits Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ect for you. As aState Farm Agent, you will enjoy: Unlimited income potential $18,000 in bonus money when you start Worldwide travel incentives Affiliation with a Fortune 50 company known for its Good Neighbor philosophy and financial strength Brand recognition as a trusted leader in your community Opportunity to lead, inspire and develop your team Minimum of 7 months paid training, including salary, benefits and licensing Best claims service in the industry Desired skills & experience Proven track record Integrity Competitive spirit strong work ethic Sales and leadership experience 4 year college degree prferred Hiring Organization: State Farm Location: Pierce county/ Kitsap peninsula Compensation: Unlimited Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

or the entire Seattle Community College District. The Director will perform comprehensive analysis relating to resource projections, fiscal requirements, cost distributions, etc.This position reports directly to the Vice Chancellor for Finance & Technology and works closely with the campus business office personnel, other Siegal Service Center departments, and employees throughout the colleges. The Executive Director will be faced with many challenges and opportunities including: Collaboration and coordination across the District with the goal of ensuring consistent procedures, processes, and methodologies. Providing guidance and direction in the ongoing management of financial reporting, budgeting and strategic planning regarding the acquisition and distribution of resources. Ensuring that the campuses and departments are in compliance with State policies and procedures. In conjunction with the campuses, the position is primarily responsible for the development, implementation and ongoing management of a comprehensive system for financial reporting, budgeting, and strategic planning regarding acquisition and distribution of resources. Major responsibilities/duties include, but are not limited to: •Provide leadership and direction in the design and ongoing management of financial, budgeting, reporting, project management, and analytical services of the district. •Assist with the District financial and strategic planning. •Manage the District resource determination and distribution processes to include resource allocations as well as budget development, revision, and monitoring processes. •Manage the budgeting processes for grants and contracts including time & effort reporting. •Serve as the principle liaison between the campuses and the District budget office. •Manage the capital budgeting, invoicing, reporting, and other administrative processes. •Develop fiscal reports for presentation to the Board of Trustees; the community, and technical college system's policy board, grant and contract reviews, funding proposals, etc. •Respond to inquiries, surveys, etc. from the systems' policy board and other entities as needed. •Provide access to reports and training as needed on District procedures and fiscal systems. •Develop policies and procedures in assigned areas of responsibility. •Perform personnel functions (e.g. interviewing, evaluating, supervising, etc.) for the purpose of maintaining adequate staffing, enhancing productivity of personnel and achieving objectives of the District. Directly supervise budget coordinators in performing the above duties. The individual must have a high level of expertise in budget planning and state policies and regulations. A Bachelor's degree in Accounting, Business Administration, Finance, or comparable field from an accredited institution is required, as well as a minimum of five (5) years financial management and planning experience. Other requirements include: critical thinking abilities; strong analytical and problem solving skills; excellent oral and written communication skills; and supervisory experience. A Masters degree is preferred. Experience in higher education administration, budgeting, project management, and fiscal planning is highly desirable. Interested candidates may apply at: http://www.seattlecolleges.edu/hr/ Location: Seattle, WA Compensation: DOQ This is at a non-profit organization. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios. Tamarac is looking for an Account Manager to manage client accounts for the full life cycle of their contracts, as well as be the main point of contact between the client and internal departments. Responsibilities: • Establish and maintain a positive and professional relationship with clients. • Initiate welcome calls and act as liaison between clients and internal Tamarac departments during client implementations and beyond. • Perform quarterly analysis of product usage, identify issues and create action plans by enrolling them in Tamarac University or other Tamarac events, extending contracts, or discovering interest in new products. • Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate. • Sell Tamarac's full suite of products to existing customers currently using one or more products. • Assist in managing communication with key clients regarding new product releases and enhancements • Resolve one-off customer requests and situations. • Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments. • Become knowledgeable and proficient using all Tamarac products. • Maintain client records in Dynamics CRM • Manage consulting call scheduling as well as data gathering and publishing • Identify client interest in other Tamarac products and be able to clearly communicate the potential opportunity to the appropriate sales person • Coordinate appropriate internal resources needed to deliver on up sale opportunities Behavioral Competencies: • Client Focus • Accountability • Innovation • Team Work & Collaboration • Technical Aptitude • Leadership • Integrity • Adaptability & Continuous Improvement • Positive & Empowering Attitude • Focus on Profitability Qualifications: • 1-3 years' experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way • Experience in account management or service and support • Ability to pick up new technology quickly • Strong verbal and written communication skills • Detail oriented and excellent multi-tasking skills • Exceptional interpersonal and organizational skills • Must work well in a team environment and present a professional demeanor • Must be flexible, reliable, trustworthy, and absolutely confidential with all matters • Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook) • Ability to travel at least 10% of the time. Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace. Location: Seattle, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

uto, home and life insurance to estate planning services, investment management and annuities. Our passion is helping families achieve financial security, no matter where they're starting from --and we are actively looking for entrepreneurial-spirited individuals who share this passion to join our agency team. What does the financial representative career at COUNTRY® entail? As a financial representative at COUNTRY®, you'll have the freedom to grow your own business with the continued support and backing of a financially strong company. Our financial representatives: • Build and service their own client base • Provide financial security solutions to meet client needs • Build relationships and networks in their communities • Protect clients' personal and business assets • Strive for professional growth We also require all financial representatives to become fully licensed. This includes property / casualty and life / health state insurance licenses as well as the Series 6 and Series 63 securities licenses. You can also find us in the social media realm - see what we're talking about and join in on the conversation! Facebook: www.facebook.com/countryfinancial Twitter: www.twitter.com/hellocountry Youtube: www.youtube.com/countryfinancial What makes COUNTRY®'s opportunity unique? A career at COUNTRY® is unlike any other career in the insurance and financial services industry and we are extremely proud of the opportunity we provide. Here are a few highlights of what we offer: A competitive base salary plus commissions * bonuses (not a draw) • Benefit options (comprehensive health and dental, group life and long term disability insurance) • Unparalleled, comprehensive training program • Complete office start-up (all office expenses paid for the first 3 -- 5 years) • Marketing co-op (50/50 split on approved marketing expenses) • First-class incentive trips (Rome in 2011) • A flexible schedule • A wide-range of insurance and financial services products • Bonuses for acquiring professional designations • Management / growth opportunities Job Requirements The great part about this career is that it doesn't require prior experience in the insurance and financial services industry. Our ideal candidate has a wide range of skills and characteristics that leads to success, including: • Relationship building and networking skills • Integrity and honesty in all parts of life • The inner drive for personal and professional success • A passion for helping others • Self-motivation and independence • The ability to balance the freedom and flexibility of the career Getting Started Qualified candidates should send their resume along with a cover letter outlining why you think you might be a fit with COUNTRY directly Chris Cichanski - Agency Manager at Chris.Cichanski@countryfinancial.com or call 360-653-3781. If selected -- Chris will contact you with further application instructions. Due to this limited expansion; please act promptly. * Also please be sure to visit our website prior to your interview at www.countrycareer.com Keywords: Financial Advisor, Insurance, Financial Planner, Asset Management, Investment Sales, Registered Representative, Financial Investment, Account Executive, Account Manager, Sales Rep, Sales Professional, Edward Jones Location: Smokey Point / Arlington Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

viduals to join our team of successful agents. No experience required. INCOME: >Top 2500 Farmers Agents earned an average of over $500K in 2010 >Top 500 Farmers Agents earned an average of over $1,000,000 in 2010 >First year earnings of a new Agent $40K-75K Guaranteed base for the first two years! RESPONSIBILITIES: >Market Farmers Insurance products >Market Farmers Financial Services >Service new and existing clients. QUALIFICATIONS: >Prefer college degree or 4 years working experience >Self motivated >Entrepreneurial and outgoing >Financially Stable - no bankruptcies in last 3 years or current collection items For more information or to inquire about an interview contact us at (425)775-5518 Visit www.farmers-agent.com Keywords: Insurance, Sales, Entrepreneur, License, Series 6, Series 7, Series 63, Securities, Variable, Life, Financial, Annuities, Registered Representative, Registered Principal, Four-Year, Four Year, Degree, BA, BS, MBA, NASD, Agent, Agency, Consulting, Sales, Marketing, Business Development, Financial Services, Legal, Contract, Healthcare, Banking, Entrepreneur, Financial Advisor, Agent, Account Executive, Management, Government, Public Relations, work from home, corporate sales, Consulting, Sales, Marketing, Business Development, Financial Services, Legal, Contract, floor manager, closer, district manager, team lead, leader, awards, top sales, top producer, real estate, Wells Fargo, combined, American Express, Morgan Stanley, Edward Jones, Washington Mutual, aflac, American Family, Allstate, State Farm, claims, automobile consultant, automobile sales, banking, mortgage, finance, lender, broker, real estate, real estate agent, pharmaceutical, pharmaceutical sales, medical sales, police, fire, office, police office, fire fighter, teacher, instructor, trainer, university, owner, president, vice president, bank, banking, loan officer, customer service, manager, branch manager, investments, broker, commercial, Amazon, "American family", MetLife, Spanish, Korean, Vietnamese, bilingual, dealership, dealer, wholesale Location: North Seattle, Lynnwood, Everett Compensation: Up to $150,000 Telecommuting is ok. Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

erfect for you. As a State Farm Agent, you will enjoy: â€¢Unlimited income potential â€¢$18,000 in bonus money in year 1 â€¢Worldwide travel incentives â€¢Affiliation with a fortune 50 company known for its Good Neighbor philosophy and financial strength â€¢Brand recognition as a trusted leader in your community â€¢Opportunity to lead, inspire and develop your team â€¢Minimum of 8-9 months of paid training, including salary, benefits & licensing â€¢Best claims service in the industry You can find additional information about the opportunity @ http://www.statefarm.com/agents/career Please contact me if you would like me to send you information on how to take the 30 minutes Sales & Leadershiop asesessment, which is step 1 in seeing if this might be a career match. Desired Skills & Experience â€¢Proven track record â€¢Integrity â€¢Competitive spirit â€¢Strong work ethic â€¢Sales & leadership experience â€¢4 year college degree is preferred *** Bilingual is a PLUS Company Description State Farm insures more cars and homes than any other insurer in the U.S., is a leading insurer of watercraft and is also a leading insurer in Canada. State Farm's 17,700 agents and 68,600 employees serve 81 million policies and accounts - more than 78.7 million auto, fire, life and health policies in the United States and Canada, and more than 1.9 million bank accounts. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 37 on the Fortune 500 list of largest companies. For more information, please visit www.statefarm.com Â® or in Canada statefarm.caÂ®. State Farm's mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are people who make it our business to be like a good neighbor; who built a premier company by selling and keeping promises through our marketing partnership; who bring diverse talents and experiences to our work of serving the State Farm customer. Our success is built on a foundation of shared values -- quality service and relationships, mutual trust, integrity and financial strength. Our vision for the future is to be the customer's first and best choice in the products and services we provide. We will continue to be the leader in the insurance industry and we will become a leader in the financial services arena. Our customers' needs will determine our path. Our values will guide us. Location: Thurston County Compensation: Unlimited income potential This is a contract job. OK for recruiters to contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios. Tamarac is looking for an Account Manager to manage client accounts for the full life cycle of their contracts, as well as be the main point of contact between the client and internal departments. Responsibilities: • Establish and maintain a positive and professional relationship with clients. • Initiate welcome calls and act as liaison between clients and internal Tamarac departments during client implementations and beyond. • Perform quarterly analysis of product usage, identify issues and create action plans by enrolling them in Tamarac University or other Tamarac events, extending contracts, or discovering interest in new products. • Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate. • Sell Tamarac's full suite of products to existing customers currently using one or more products. • Assist in managing communication with key clients regarding new product releases and enhancements • Resolve one-off customer requests and situations. • Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments. • Become knowledgeable and proficient using all Tamarac products. • Maintain client records in Dynamics CRM • Manage consulting call scheduling as well as data gathering and publishing • Identify client interest in other Tamarac products and be able to clearly communicate the potential opportunity to the appropriate sales person • Coordinate appropriate internal resources needed to deliver on up sale opportunities Behavioral Competencies: • Client Focus • Accountability • Innovation • Team Work & Collaboration • Technical Aptitude • Leadership • Integrity • Adaptability & Continuous Improvement • Positive & Empowering Attitude • Focus on Profitability Qualifications: • 1-3 years' experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry • Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way • Experience in account management or service and support • Ability to pick up new technology quickly • Strong verbal and written communication skills • Detail oriented and excellent multi-tasking skills • Exceptional interpersonal and organizational skills • Must work well in a team environment and present a professional demeanor • Must be flexible, reliable, trustworthy, and absolutely confidential with all matters • Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook) • Ability to travel at least 10% of the time. Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System. Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace. Location: Seattle, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

23 financial services careers in seattle