Client Service Associate

JCW Group; Bellevue (WA); On-site; USD 85,000 - 115,000; Full time

Job summary

JCW Group in Bellevue, WA seeks a Senior Client Service Associate to support advisors and manage day-to-day client operations. This senior role requires independence and the ability to handle complex account issues without hand-holding.

You will serve as the primary contact for client requests, process openings and transfers, prepare for meetings, and maintain accurate CRM records. Collaboration with custodians and ongoing process improvements are key components of the job.

Qualifications

• 5+ years of client service experience at an RIA, broker-dealer, or wealth management firm.
• Strong working knowledge of custodial platforms (Schwab Advisor Services, Fidelity WealthScape, etc.).
• Experience with CRM systems (Salesforce, Redtail, Wealthbox).
• Series 7 or 65 a plus, not required.
• High attention to detail and comfort managing multiple priorities.
• Clear written and verbal communication skills.

Responsibilities

• Serve as primary point of contact for client account service requests.
• Process account opening, transfers, distributions, and money movement.
• Prepare for and follow up on client meetings (agendas, paperwork, notes).
• Maintain CRM records and ensure data accuracy.
• Coordinate with custodians on account maintenance.
• Handle billing, fee calculations, and reconciliation.
• Assist with compliance documentation and recordkeeping.
• Train and mentor junior client service staff.
• Identify process improvements and help implement workflow updates.

Skills

Client service

Attention to detail

Communication

Independent work

Tools

Salesforce

Redtail

Wealthbox

Job description

Our client, a growing independent RIA, is looking for a Senior Client Service Associate to support advisors and manage day-to-day client operations. This is a senior-level role for someone who can work independently and handle complex account issues without hand-holding.

Responsibilities

• Serve as primary point of contact for client account service requests
• Process account opening, transfers, distributions, and money movement
• Prepare for and follow up on client meetings (agendas, paperwork, notes)
• Maintain CRM records and ensure data accuracy
• Coordinate with custodians (Schwab, Fidelity, or similar) on account maintenance
• Handle billing, fee calculations, and reconciliation
• Assist with compliance documentation and recordkeeping
• Train and mentor junior client service staff
• Identify process improvements and help implement workflow updates

Requirements

• 5+ years of client service experience at an RIA, broker-dealer, or wealth management firm
• Strong working knowledge of custodial platforms (Schwab Advisor Services, Fidelity WealthScape, etc.)
• Experience with CRM systems (Salesforce, Redtail, Wealthbox)
• Series 7 or 65 a plus, not required
• High attention to detail and comfort managing multiple priorities
• Clear written and verbal communication skills