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
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...SeniorFull timeWork at office
JCW Group
Seattle, WA3 days ago - ...We all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery...SeniorWork at officeWork from home2 days per week3 days per week
CyberCoders
Seattle, WA5 days ago - ...You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-... ...and substantiate reports for meetings Mentor junior associates and be a model of values and quality of work Core Capabilities...SeniorH1bWork at office
Composition Wealth
Medina, WA3 days ago $90k - $100k
...meaningful difference by focusing on what truly matters to our clients. With a 26‑year history of consistent growth and success... .... About the Role We are seeking an accomplished Senior Associate in Client Service to join one of our larger advisor teams. This individual...SeniorFull timeSummer workWork at office- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...SuggestedFull timeWork at office
The Quest Organization
Seattle, WA6 hours ago - ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...Full time
JCW Group
Seattle, WA2 days ago - ...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
JP Morgan Chase
Seattle, WA4 days ago - ...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...Work experience placement
SPS
Seattle, WA4 days ago $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...Full timePerkins Coie
Seattle, WA1 day 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, WA5 days ago - ...You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships... ...This is an excellent opportunity to grow within the financial services industry with upward mobility across multiple career paths. Successful...H1bWork at office
Composition Wealth
Medina, 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$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office- Bank of America on Bainbridge Island, WA seeks a Client Services Associate to support Merrill Wealth Management by addressing client needs and assisting Financial Advisors. You will help educate clients about banking offerings and ensure accurate, timely materials while...
- Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client....InternshipWork at officeRemote work2 days per week
- 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
- Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate...Work at officeRemote work3 days per week
- ...firm that focuses on understanding each client’s unique story before providing tailored... ...team. The firm’s client communication and service model is rooted in trust, long-term... ...being. Role Description The Client Services Associate is a full-time, on-site role based in...Full timeWork at office
- 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...
$65k - $75k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client...InternshipWork at officeLocal areaRemote work2 days per week$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...Full timeWork at officeColdstream Wealth Management
Mercer Island, WA8 days ago$35.15k - $90k
...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 areaWork visaMorgan Stanley
Seattle, WAa month 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, WA9 days ago- 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- Job Overview A law firm seeks a midlevel Private Client Services Associate Attorney in Seattle, WA. The ideal candidate will have 4-6 years of experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills...
$54k - $72k
...Client Service Associate - Shared Support Team Bellevue, 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...$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at officeMainspring Wealth Advisors LLC
Seattle, WAa month 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 office
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