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 International Search Consultants
- ...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
$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, WA3 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
$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$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...SuggestedWork at officeTelepathy Inc
Seattle, WA4 days ago$20 - $25 per hour
...to bring our participant and client experience to the next level.... ...you love providing excellent service, innovating the way benefits... ...The Role As a Client Services associate you will represent Navia in a... ...group clients, brokers, and senior members of the internal Navia...Work at officeWork from homeShift workNavia Benefit Solutions, Inc.
Renton, WA3 days ago$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 weekSCS Financial
Bellevue, WA4 days ago$29 - $33 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payFull timeWork at officeLocal areaRH-USA Inc
Seattle, WA3 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, WA3 days 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...
JCW Group
Seattle, WA2 days ago $22.64 per hour
...Client Services Associate Seattle, Washington, United States 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...Full timeTemporary workPart timeWork experience placementImmediate startSPS North America Inc
Seattle, WA2 days ago- ...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, WAa month ago $50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day...Full timePart timeLocal area$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Seattle, WA15 days ago$60k - $70k
...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...Temporary workWork at officeWork from homeColdstream Wealth Management
Seattle, WA17 days ago$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...- 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
- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal...
$75k
Salary starting from $75k plus commissions Role Overview We are seeking a relationship-driven and results-oriented Client Services Manager to lead strategic staffing accounts across the U.S. In this role, you will serve as the primary point of contact for clients and Managed...$70k - $80k
...Client Service Associate 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 every dollar invested...- Aogarciaagency in the United States is seeking dedicated individuals for a remote financial services role aimed at protecting families. You will help clients secure their financial futures from home while contributing to a purpose-driven team. This role emphasizes service...Remote jobRelocation
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at officeDirect Counsel
Bellevue, WA16 days ago$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- 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...
$25 - $38.46 per hour
...Kpb Client Service Associate Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively...Hourly payWork experience placementWork at officeFlexible hoursKeyCorp
Seattle, WA5 days ago$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, WA18 days ago$80k - $100k
...Job Description Job Description Client Services Operations Associate Operations Associate, Client Service Location: Seattle, WA (Hybrid) Compensation: $80,000 - $100,000 base salary Employment Type: Full-Time About the Opportunity We are a well-established...Ongoing contractFull timeInternshipWork at officeLocal areaEverforth, Cybercoders
Seattle, WA4 days ago$28.93 - $43.44 per hour
...Group, assisting with the administration of client relationships, including processing and... ...analysis duties. Provides professional service to internal clients by acting as a... ...Compensation Commercial Client Service Associate I: $28.93 to $43.44 per hour Commercial...Hourly payLocal area$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 visa$23 - $26 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...The primary focus of a Client Service Associate I is to provide excellent follow-through...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours
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