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
$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...SeniorTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA1 day ago$35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...SuggestedTemporary workWork experience placementLocal area$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 4-6 years of relevant transactional experience in...SuggestedFull time- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...Suggested
Dadavidson
Seattle, WA2 days ago - ...We are seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment...Suggested
The Planet Group
Seattle, WA3 days ago $30 - $33.65 per hour
...Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities Provide sales...Work experience placementWork at officeLocal areaFlexible hoursWedbush
Seattle, WA4 days ago- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
RAJNAP TECHNOSOFT PRIVATE LIMITED
Seattle, WA1 day ago - ...Schedule: Hybrid (4 days onsite / 1 day remote) About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate to join a growing investment management team. This role is ideal for professionals with experience in financial services,...Full timeWork at officeRemote work
ICON Consultants, Inc.
Seattle, WA4 days ago $22.64 per hour
...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, and the face of our professional standards. Your goal is simple: ensure every employee and...Full timeTemporary workPart timeWork experience placementSPS
Renton, WA1 day ago$22.64 per hour
...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...Hourly payTemporary workWork experience placementWork at officeFlexible hoursSps-Global-6
Seattle, WA12 hours ago$65k - $80k
...integrates investment management, financial planning, tax coordination, estate planning support, and family office services into a comprehensive client experience designed to serve high-net-worth individuals, business owners, retirees, and multigenerational families....Full timeWork at officeRemote workAsset One Wealth Management
Seattle, WA3 days ago$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hoursInvesco
Seattle, WA12 hours ago$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary The...Contract workCorps Team
Seattle, WA2 days ago$22.64 per hour
...Client Services Associate Renton, Washington, United States Mailroom Associate 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
Renton, WA5 days ago- ...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
Motion Recruitment
Seattle, WA2 days ago $50k - $65k
...Client Service Associate 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 has a job to do...Edelman Financial Engines
Bellevue, WA19 hours ago$80k - $100k
...Job Title: Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning...Work at officeWork from homeMonday to Friday2 days per week1 day per weekRIA Recruiting
Seattle, WA2 days ago$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 officeOne Oak Wealth Management
Seattle, WA2 days ago$34.32k - $90k
Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Full timeTemporary workWork at officeLocal area- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
Raymond James Financial Services
Seattle, WA22 days ago - ...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...Work at officeWork from homeMonday to Friday
- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...tailored to clients’ specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated...SeniorLocal area
$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 officePathStone
Bellevue, WA3 days ago$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...Hourly paySeasonal workWork at officeHome officeShift workDay shiftBank of America
Bellevue, WA4 days ago- ...mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our...SeniorWork at office
The Millennium Group
Bellevue, WA3 days ago $190k - $225k
...culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...empowered, then we invite you to apply to our Senior Defense Litigation Attorney position in... ....Work collaboratively with partners, associates, and support staff in a team-oriented...SeniorFull timeWork at officeFlexible hours$420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...their full potential.We are seeking a senior-level associate (7-9 years of experience) to join our... ...to commit to excellent client service and a client-centered practice;6. Comfort...SeniorFull timeWorldwide$102.5k - $187.9k
Location: Anywhere in Country Job Overview Senior Technology Analyst - Oracle Services Supply Chain sub-practice. Supports large, complex full lifecycle... ...in Oracle applications and technology, advising clients on architecture and implementation of core applications...SeniorFlexible hours- ...Alliant Insurance Services in Seattle seeks an experienced Private Client Services professional to manage a book of business, service accounts, and lead renewal activities. This role requires a Bachelor's degree, eight+ years of related experience, and a valid insurance...Senior
Alliant Insurance Services
Seattle, WA2 days ago - ...a motivated and detail-oriented Senior Account Manager in the Employee... ...building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager,... ...clients, project team members, and associates at all levels of responsibility,...SeniorWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Associate. Be the first to apply!
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- professional services specialist Seattle, WA
- patient service specialist Seattle, WA
- health services administrator Seattle, WA
- human services specialist Seattle, WA
- court services officer Seattle, WA
- service delivery associate Seattle, WA
- family services specialist Seattle, WA
- patient service associate Seattle, WA