Client associate serp_jobs.h1.location_city
serp_jobs.job_alerts.create_a_job
Client associate • bellevue wa
serp_jobs.last_updated.last_updated_variable_hours
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions.With a reputation for innovation, collaboration, and personalized client service, the firm provid...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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 wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are seeking a Client Relations Associate to join our team! The Client Relations Associate works as a team with a Client Manager to provide ongoing service and support for Delta Dental of Washing...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Successfully and profitably manages an assigned group of accounts.Builds and solidifies relationships with existing clients by providing exceptional ongoing care.
In partnership with the Production ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for an Associate Client Manager - Retail.Key Responsibilities Partner with customers to set objectives that drive business impact and maintain strong relationships Develop a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.We do n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Cercano Management LLC (Cercano) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and famil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Relationship Manager Assistant.Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.
Performs administrative suppo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Success Associate - Mid-Market Institutional CRE Investors.JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are seeking a Client Relations Associate to join our team! The Client Relations Associate works as a team with a Client Manager to provide ongoing service and support for Delta Dental of Washing...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.
With roots dating to 1828, WTW has 40,000 employees serving more...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Are you truly service oriented? Do you know how to take care of people?.We're looking for a client associate to : .Seattle : the salary range for this role is $65000 to $75000.The expected salary rang...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA.Client Service Associate to join our team.
We are seeking a Client Service Associate to assist in pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relations & Advisor Representative to join our expanding team.This position plays a key role in delivering an exceptional client experience while providing essential support to our advis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate
International Search ConsultantsBellevue, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.new
Client Service Associate
Morgan StanleySeattle, WA, United Statesserp_jobs.job_card.full_time
Client Associate
D.A. DavidsonBellevue, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Associate, Client Advisory
PathstoneBellevue, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Relations Associate
Washington StaffingSeattle, WA, USserp_jobs.job_card.full_time
Associate Client Service Manager
Arthur J. Gallagher & CompanySeattle, WA, United Statesserp_jobs.job_card.full_time
Associate Client Manager
VirtualVocationsRenton, Washington, United Statesserp_jobs.job_card.full_time
Client Service Associate (Seattle, WA)
Oppenheimer & Co. Inc.Seattle, WA, USserp_jobs.job_card.full_time +1
Client Success Associate (Entry level, Remote)
INFUSESeattle, WA, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
Client Relationship Associate
Cercano ManagementBellevue, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Wealth Management Client Associate
U.S. BancorpSeattle, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Success Associate
Seattle StaffingSeattle, WA, USserp_jobs.job_card.full_time
Client Relations Associate
Delta Dental of WashingtonSeattle, WA, United Statesserp_jobs.job_card.full_time
Associate Client Advocate - West Region
WTW inc.Seattle, WA, United Statesserp_jobs.job_card.full_time
Client Associate
UBSSeattle, WA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Associate
RIA RecruitingSeattle, WA, USserp_jobs.job_card.full_time
Client Service Associate
Coldstream Wealth ManagementSeattle, WA, USserp_jobs.job_card.full_time
Client Service Associate (Seattle, WA)
Oppenheimer & Co.Seattle, WA, United Statesserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Client Relations Associate
Magellan Financial & Insurance Services, Inc.Renton, WA, USserp_jobs.job_card.full_time
Client Service Associate
International Search ConsultantsBellevue, WA, USjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor’s degree in Finance, Business, or related field. 5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience. Demonstrated experience handling money movement, trading, or custodial transactions. Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred. Exceptional attention to detail and organizational skills in a fast-paced setting. Strong communication skills — able to correspond confidently with both clients and internal stakeholders. Strong understanding of custodial operations. Ability to manage high-touch client relationships. Proficiency in Salesforce and other relevant software.
Job Description
Job Description
Client Service Associate
Greater Seattle Area
About the Company
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.
About the Role
We’re seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call-center position it’s a high-touch, relationship-driven role supporting clients with $10M+ in investable assets. The ideal candidate thrives in a fast-paced environment, takes initiative, and delivers exceptional service with polish and precision.
Responsibilities
- Partner with advisors and client service teams to provide day-to-day operational and servicing support for UHNW clients.
- Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
- Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
- Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
- Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
- Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
- Communicate directly with clients and custodians via phone and email in a professional, polished manner.
- Assist with portfolio rebalancing, billing reviews, and report preparation.
Qualifications
Required Skills
Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development within client service or advisory paths.