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, WA4 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$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...SuggestedEdelman Financial Engines
Bellevue, WA3 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...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Seattle, WA5 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, WA4 days ago - ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management... ...U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources...SeniorLocal area
$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 workplace...Full timeTemporary workPart timeWork experience placementImmediate start$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, WA18 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 area$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...$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
- 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...
$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, WA17 days ago$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, WA2 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, WA5 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
$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$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 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$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 office- ...RH Gallery in Seattle is seeking a Client Services Associate to deliver luxury service and help clients find the right RH solution. You will greet guests, respond to inquiries, and connect clients with experts based on their needs, both in the Gallery and via phone or...
RH-USA Inc
Seattle, WA5 days ago $50k - $65k
Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight... ...Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral...Temporary workInternshipLocal areaFlexible hours- U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels. You... ...relationships, assess banking needs, and educate clients on products and services to advise best-fit solutions. The role involves proactive...Senior
- ...individuals who value professional development, service-focused work, and long-term income... ...virtual consultations to understand client needs Clearly explain benefit options... ...veterans, credit unions, and professional associations—helping protect families while creating...Full timeRemote workFlexible hours
AO Globe Life
Seattle, WAmore than 2 months ago $60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At... ...empowered, then we invite you to apply to our Senior Client AccountSpecialist position. This...SeniorFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift workGrabJobs
Seattle, WA1 day 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
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