Senior Client Service & Wealth-Operations Specialist

Beacon Pointe; Redmond; On-site; AUD 101,000 - 158,000; Full time

Job summary

Beacon Pointe Advisors in Redmond, WA is seeking a Senior Client Service Associate to support a high-touch wealth-management client experience. You will independently manage complex client-service tasks, account administration, and coordination with Wealth Advisors and the Client Service Manager to ensure timely resolution of multi-step client matters.

The role requires strong judgment, excellent follow-through, and proficiency in CRM systems, MS Office, and account workflows.

Qualifications

• Four or more years of client-service, account-administration, or operations experience.
• Experience with account-opening, money movement, and custodial service processes.
• Proficiency with Microsoft Office; experience with Salesforce or CRM systems preferred.
• Bachelor's degree preferred or equivalent experience.

Responsibilities

• Serve as a primary point of contact for client-service requests.
• Monitor custodial alerts and document resolution.
• Independently manage complex account maintenance, transfers, and money movement.
• Coordinate onboarding and ensure documentation is complete before submission.
• Record client inquiries in CRM and track outstanding requests.
• Partner with Wealth Advisors to prepare for client meetings and follow-up.
• Provide administrative and operational support to allow advisors to focus on planning.
• Maintain high-quality CRM and document-management records.
• Identify workflow gaps and suggest practical improvements.
• Collaborate with Central Operations and other internal teams to move client work forward.

Skills

Client service

CRM proficiency

Documentation & records

Attention to detail

Communication

Team collaboration

Education

Bachelor's degree

Tools

MS Office

Salesforce

CRM systems

Job description

Beacon Pointe Advisors in Redmond, WA is seeking a Senior Client Service Associate to support a high-touch wealth-management client experience. You will independently manage complex client-service tasks, account administration, and coordination with Wealth Advisors and the Client Service Manager to ensure timely resolution of multi-step client matters.

The role requires strong judgment, excellent follow-through, and proficiency in CRM systems, MS Office, and account workflows.