Client Service Associate
International Search Consultants
Client Service Associate
Greater Seattle Area
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.
About the Role
We're seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call-center position-- it's a high-touch, relationship-driven role supporting clients with $10M+ in investable assets. The ideal candidate thrives in a fast-paced environment, takes initiative, and delivers exceptional service with polish and precision.
Responsibilities
- Partner with advisors and client service teams to provide day-to-day operational and servicing support for UHNW clients.
- Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
- Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
- Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
- Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
- Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
- Communicate directly with clients and custodians via phone and email in a professional, polished manner.
- Assist with portfolio rebalancing, billing reviews, and report preparation.
Qualifications
- Bachelor's degree in Finance, Business, or related field.
- 5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience.
- Demonstrated experience handling money movement, trading, or custodial transactions.
- Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred.
- Exceptional attention to detail and organizational skills in a fast-paced setting.
- Strong communication skills able to correspond confidently with both clients and internal stakeholders.
Required Skills
- Strong understanding of custodial operations.
- Ability to manage high-touch client relationships.
- Proficiency in Salesforce and other relevant software.
Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development within client service or advisory paths.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Bellevue, WA vacancy
$60k - $70k
...Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...SuggestedTemporary workWork at officeWork from homeMonday to FridayColdstream Capital Management
Bellevue, WA5 days ago$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SuggestedTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA4 days ago- Dormont Manufacturing Co is looking for a Client Service Associate in Bellevue, WA. This position involves supporting Financial Advisors with client service, ensuring timely and accurate responses to client needs. The ideal candidate will be an enthusiastic self-starter...SuggestedHourly pay
$45k - $60k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...SuggestedWork experience placementWork at office$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...SuggestedFull time- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$54k - $72k
...Client Service Associate Kirkland, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested...- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...- ...UBS is seeking a client associate to support a team of financial advisors in the Pacific Northwest. You will keep client information up to date and educate clients on account services and capabilities, helping prepare materials for client meetings. You will collect documentation...
UBS
Seattle, WA2 days ago - ...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...Temporary workWork experience placementFlexible hours
SPS
Seattle, WA3 days ago - A dynamic technology company in Bothell, Washington, is seeking passionate individuals for client service leadership roles. This position offers the flexibility to work from home and a nurturing community that values work-life balance. Candidates should possess strong...Remote workWork from home
Medium
Bothell, WA2 days ago $30 - $33.65 per hour
...Markets, Futures, and Advanced Clearing ″ Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client ServiceAssociate to provide comprehensive... ...perceived tohave these characteristics or is associated with someone who isperceived to have...Work experience placementWork at officeFlexible hoursWedbush Securities
Seattle, WA3 days ago$22.64 per hour
...Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard...Temporary workWork experience placementImmediate startSPS North America Inc
Renton, WA1 day ago$22.64 per hour
...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...Temporary workWork experience placementImmediate startFlexible hoursSPS North America Inc
Seattle, WA3 days ago$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors...Full timePart timeLocal area$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior to Mid-Level | DC Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw...Private practice$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...$65.5k - $82k
Laird Norton Wetherby in Seattle is looking for a full-time Client Associate in Trust Services. In this role, you will help manage Trust tax and bill payments by working closely with wealth management professionals. Ideal candidates will possess strong organizational and...Full time- ...Qualifications Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability... ..., and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize...Work from homeFlexible hours
$55k - $95k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office- Bank of America’s Merrill Wealth Management segment seeks an client-service focused professional to support Financial Advisors, ensuring excellent service and timely handling of client materials. The role emphasizes relationship growth, adherence to policies, and effective...
$28 - $45 per hour
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes... ...of Bank of America. Role Summary This role provides client‑service support to one or more Financial Advisors. Responsibilities...Hourly paySeasonal workWork from homeShift workDay shift$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office$65k - $80k
FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland, WA, Federal Way, WA, Washington... ...continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our goals...Immediate startRemote work$50k - $60k
...a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in...Full timePart timeLocal area- Bessemer Trust is seeking an Associate Client Advisor in Seattle, WA, to enhance client service for ultra-high net worth clients. The role involves managing client accounts, developing relationships, and coordinating services across departments. The ideal candidate will...Remote job
$25 - $44 per hour
This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials, advocating for clients, and promoting banking solutions. Responsibilities Provide excellent client service and educate clients on...Hourly paySeasonal workShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- service consultant Bellevue, WA
- service delivery associate Bellevue, WA
- public service officer Bellevue, WA
- service worker Bellevue, WA
- transaction services specialist Bellevue, WA
- food service officer Bellevue, WA
- office service associate Bellevue, WA
- services specialist Bellevue, WA
- office services specialist Bellevue, WA
- honda service advisor Bellevue, WA