Senior Client Service Associate
International Search Consultants
We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast-paced, UHNW-focused environment. In this role, you will: Direct and balance the workflow for advisors and associates, ensuring all client service tasks are completed accurately and on schedule. Act as a trusted point of contact for clients and their families, providing anticipatory guidance and a smooth, high-touch experience. Manage onboarding, account updates, cash movements, documentation, and reporting with strong attention to detail and operational discipline. Drive complex client initiatives and special assignments, maintaining transparent communication and strong execution throughout each phase. Partner with attorneys, CPAs, bankers, and other external professionals to coordinate financial, estate, and investment needs with discretion and professionalism. Offer hands-on support, coaching, and daily structure to junior staff while consistently demonstrating top-tier service expectations. Spot opportunities to refine workflows, boost efficiency, and strengthen the team’s overall service delivery. What we’re looking for: 8+ years of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail-oriented and structured Familiarity with Fidelity and Schwab custodian workflows strongly preferred. Experience with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite. Why explore? You’ll step into a central, highly visible role with substantial responsibility, working closely with senior advisors and firm leadership. This is an opportunity to shape client experience, strengthen team operations, and contribute meaningfully to a growing, service-driven wealth management firm. #J-18808-Ljbffr
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at officeVodia Ventures
Seattle, WA2 days ago- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions... ...the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a...SuggestedWork at office
International Search Consultants
Bellevue, WA3 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...SuggestedWork experience placementWork at officeFlexible hoursWedbush Securities
Seattle, WA4 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...SuggestedTemporary workWork experience placementFlexible hours
SPS
Seattle, WA4 days ago - ...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...Suggested
UBS
Seattle, WA3 days ago - ...Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-...Contract work3 days per week
Motion Recruitment
Seattle, WA4 hours ago $60.5k - $90k
...environment that offers opportunities for our associates to learn, grow and enhance their skills... ...their professional careers.SummaryThe Senior Client Relationship Associate will partner... ...requests are executed within defined service level agreementsResearch and resolve routine...SeniorTemporary workWork 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...Full time- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
$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$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...- Coldstream is seeking a Client Service Associate to join its Bellevue wealth management team and support advisors by handling client data, onboarding, and money-movement requests in a hybrid setting. The role emphasizes strong communication, 1-3 years in customer service...Work at officeRemote workMonday to Friday
$22.64 per hour
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, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences...Temporary workWork experience placement$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- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
- 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...Hourly pay
- 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
$50k - $60k
...a leading middle‑market investment bank and full‑service broker‑dealer. With roots tracing back to 1881, the... ...Job 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- Job 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...Temporary workWork at officeWork from homeMonday to Friday
- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity...SeniorLocal area
- 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...
$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area$50k - $60k
A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference...$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...Full timeTemporary workWork experience placementImmediate startFlexible hours$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office... ...operations roles, including operations management and senior leadership, as the firm scales. We invest in our people...Work at office$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$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- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Bellevue, WA1 day ago $65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hoursUBS
Seattle, WA3 days ago$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeShift workDay shiftDormont Manufacturing Company
Bellevue, WA2 days ago
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