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
$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- ...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, WA1 day 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...SuggestedWork 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...Suggested
RAJNAP TECHNOSOFT PRIVATE LIMITED
Seattle, WA1 day 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 $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
...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...Temporary workWork experience placementImmediate startFlexible hoursSPS North America Inc
Renton, WA3 days ago$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments... ...you to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial...Edelman Financial Engines
Bellevue, WA5 days ago- ...Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with... ..., project-oriented work. The team is introducing a Senior Manager role to support continued growth. Additional Information...Full timeContract work
Metasys Technologies
Seattle, WA4 days 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, WA8 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- ...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 $75k - $90k
...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
Bellevue, WA4 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, WA17 days 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...Work at officeWork from homeMonday to Friday2 days per week1 day per week$60k - $70k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in...Full timePart timeLocal areaOppenheimer & Co. Inc.
Seattle, WA9 days ago$60k - $70k
...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$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$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- ...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 - ...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, WA1 day ago $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$30 - $36 per hour
...standards of integrity and ethics, delivering outstanding service to our clients, and encouraging a friendly, open culture. Summary / Function... ...products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education preferred. Solid technology...Hourly payWork experience placementD.A. Davidson’s Special District Group
Seattle, WA2 days ago$22 - $28 per hour
...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. THE OFFICE SERVICES ASSOCIATE POSITION WILL BE A HIGHLY VISIBLE POINT OF CONTACT TO OUR INTERNAL AND EXTERNAL GUESTS IN THE...Hourly payFull timeWork at officeLocal area$17.29 - $25.94 per hour
...Sr. Customer Service Representative The Sr. Customer Service Representative conducts... ...procedures in order to ensure that all clients are provided with an exceptional client... ...service experience, processing all paperwork associated with transactions including properly...SeniorNight shiftPhenom People
Bellevue, WA6 days ago- ...to handle complex customer inquiries related to their sleep health products. This fully remote role requires 2+ years of customer service experience and proficiency in helpdesk software like Zendesk. Benefits include competitive pay, company-paid health insurance, and...SeniorRemote jobFlexible hours
- ...The Branch Client Service Manager III is accountable for delivering high quality and efficient service to both internal and external clients... ...of accounts within a Branch that consistently Manager, Client Service, Service Manager, Senior, Client Relations, Insurance...Senior
Arthur J. Gallagher & Co.
Bellevue, WA33 minutes ago - ...Bank in Seattle is seeking a Branch Manager to oversee daily branch operations, drive deposits and loans, and deliver superior client service. You will coach staff, manage risk, and align with Banner Way sales programs while promoting a customer-focused culture. Responsibilities...Senior
Banner Bank
Seattle, WA1 day ago $48k - $59k
Job Summary We are seeking a Senior Customer Service Specialist for a temp-to-hire opportunity in Seattle, WA within an insurance contact center environment. This role is ideal for an experienced customer service professional who enjoys helping customers, resolving questions...SeniorTemporary work- ...due to regulatory payers. Providence Swedish caregivers are not simply valued they're invaluable. Join our team at Swedish Shared Services thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters...SeniorLocal area
Providence Health & Service
Seattle, WA21 hours ago
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