Client Service Associate

Threadline Wealth; Bellevue, San Francisco (WA, CA); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Threadline Wealth seeks a Client Service Associate to partner with Wealth Advisors and internal teams, delivering responsive, accurate service to clients and prospects. You will be a primary point of contact for client service needs and coordinate with advisory operations, trading, portfolio management, tax, and billing.

Based in the greater Bellevue/Seattle area or San Francisco Bay Area, this role features a hybrid schedule with in-office collaboration 1–3 days weekly.

Qualifications

• Strong organization, communication, and judgment are essential.
• Ability to manage multiple priorities in a fast-paced environment.
• Customer-service mindset and attention to detail.

Responsibilities

• Client communications and meeting coordination.
• Onboarding and processing service requests.
• Data management and presentation support.
• Follow-up with clients and internal teams.

Skills

Strong communication

Organization

Multitasking

Judgment

Job description

The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams.

Responsibilities include client communications, meeting coordination, onboarding, service request processing, data management, presentation support, and follow-up. Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.

This position may be based in either the greater Bellevue / Seattle or San Francisco Bay Area, depending on business needs and candidate fit. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1–3 days per week. Remote work flexibility is supported, along with occasional travel.