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 - $100k
...focusing on what truly matters to our clients. With a 27-year history of consistent growth... ...We are seeking an accomplished Senior Associate to work directly with a Partner level Client... ..., and quarterly basis. Client Service & Operations Excellence: Exhibit mastery...SeniorFull timeSummer workWork at office$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 hours- ...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...SuggestedWork experience placement
SPS
Seattle, WA3 days ago - ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...SuggestedWork experience placement
SPS North America
Seattle, WA17 days ago $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...SuggestedTemporary workWork at officeLocal areaWork visa- 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...
- 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...
- 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...
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, 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, WA11 days ago- ...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...Work at officeWork from home
Coldstream Wealth Management
Seattle, WAa month ago $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- 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...
$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$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$25 - $38.46 per hour
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide trust administration... ...manage accounts while maintaining an optimal level of client service. Essential Functions Performs day‑to‑day trust...Hourly payWork experience placementWork at officeFlexible hours$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$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 office- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...Full time
All Things HR LLC
Seattle, WA13 hours ago - Tschetter Group in Bellevue, WA is seeking a Sr. Client Service Associate to deliver exceptional client service for high-net-worth families. This... ...a strong emphasis on accuracy and confidentiality. The Senior Associate will own a defined specialty area, lead improvements...SeniorWork at office
- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...
- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in wealth...Full time
$27.88 - $45.67 per hour
...Senior Client Associate in Wealth and Investment Management About this role: Wells Fargo is seeking a Senior Client Associate in Wealth... ...In this role you will: Assist Financial Advisor(s) with service and operational related activities such as providing service...SeniorWork experience placementWork at office- ...J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
Next Frontier Capital
Bellevue, WA1 day ago $105.4k - $207k
...enablement, and operational services to enable heart-of-the-business... ...'ll do As a Workday Adaptive Senior Consultant, Managed Services... ...Adaptive Planning and helping clients maintain a stable, optimized,... ...geographic differential associated with the location at which the...SeniorLocal areaDeloitte
Seattle, WA4 days ago- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- ...Senior Counsel Travelers offers the strength of a national legal organization committed to your professional development while... ...delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against...SeniorWork at officeLocal areaFlexible hours
Travelers
Bellevue, WA3 days ago - JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
$260k - $390k
...Corporate Mergers & Acquisitions Associate Attorney § Title: Senior Associate - Global Corporate Transactions... ...expectation § The Firm Our client is a preeminent international legal... ...an unwavering commitment to client service. With top-tier rankings in Chambers...SeniorFull timeWork at officeImmediate startPeople Placers Staffing
Seattle, WA4 days ago- ...Senior On-Site Service Specialist Provides operations functions in one or all of the following areas: operates high volume duplicating, production... ..., sorting, mailing, or bindery equipment, performs associated copying tasks, ships and receives product and supplies, sorts...SeniorTemporary workWork experience placement
Ricoh USA, Inc.
Seattle, WA13 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Associate. Be the first to apply!
- client success associate Seattle, WA
- registered client associate Seattle, WA
- client solutions associate Seattle, WA
- client account associate Seattle, WA
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- retail service associate Seattle, WA
- food service officer Seattle, WA
- card services specialist Seattle, WA
- facility service associate Seattle, WA