Client Service Associate

Harlow Wealth Management, Inc.; Vancouver, Northern (WA, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Harlow Wealth Management, Inc. is seeking a Client Service Associate in Vancouver, WA to support our advisory team and deliver an exceptional client experience. You will manage day-to-day service requests, process transactions, and ensure accurate records across CRM and custodial platforms.

The role emphasizes strong communication, organization, and problem-solving in a fast-paced environment. Hybrid work arrangement combines in-office collaboration with remote flexibility.

Qualifications

• 1–2 years of client service experience.
• Experience in financial services, wealth management, or insurance is preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Analytical mindset with strong problem-solving skills.
• Comfortable using Microsoft Word, Excel, CRM systems, and ticketing platforms.
• Ability to build trust with clients and collaborate effectively with team members.

Responsibilities

• Manage a high-volume queue of 30–40 client service requests.
• Process account maintenance, money movement, distributions, contributions, Roth conversions, annuity applications, and other client transactions.
• Coordinate with custodians and third-party providers to complete transactions and resolve account issues.
• Maintain accurate client records across CRM, custodial, and ticketing platforms (Zoho experience is a plus).
• Prioritize competing requests while ensuring accuracy and timely completion.
• Communicate proactively with clients, advisors, and teammates throughout the service process.

Skills

Client service

Communication

Detail-oriented

Organization

Problem solving

Multi-tasking

CRM experience

Education

Microsoft Word

Microsoft Excel

Tools

Zoho CRM

Job description

At Harlow Wealth Management, we believe exceptional client service is at the heart of everything we do. As an independent Registered Investment Advisor (RIA), we've been helping individuals and families navigate retirement with confidence for more than 50 years.
We're looking for a detail-oriented, organized, and proactive Client Service Associate to join our growing team. If you enjoy solving problems, managing multiple priorities, and providing outstanding service in a fast-paced environment, we'd love to meet you.

About Harlow Wealth Management

Based in Vancouver, Washington, Harlow Wealth Management serves clients throughout the greater Portland metropolitan area and Southwest Washington. Our team specializes in retirement income planning, investment management, tax strategies, healthcare planning, and legacy planning through our proprietary planning process, The Harlow Way.

What You'll Do

As a Client Service Associate, you’ll play a critical role in delivering an exceptional client experience by managing day-to-day service requests and supporting our advisory team.

Responsibilities

• Manage a high-volume queue of 30–40 client service requests.
• Process account maintenance, money movement, distributions, contributions, Roth conversions, annuity applications, and other client transactions.
• Coordinate with custodians and third-party providers to complete transactions and resolve account issues.
• Maintain accurate client records across CRM, custodial, and ticketing platforms (Zoho experience is a plus).
• Prioritize competing requests while ensuring accuracy and timely completion.
• Communicate proactively with clients, advisors, and teammates throughout the service process.

What We're Looking For

Qualifications

• 1–2 years of client service experience
• Experience in financial services, wealth management, or insurance is preferred
• Strong attention to detail and organizational skills
• Excellent communication and customer service abilities
• Analytical mindset with strong problem-solving skills
• Comfortable using Microsoft Word, Excel, CRM systems, and ticketing platforms
• Ability to build trust with clients and collaborate effectively with team members

Success in This Role

You'll thrive if you are:

• Highly organized and process-driven
• Comfortable managing multiple priorities in a fast-paced environment
• Accurate and dependable when handling client accounts and financial transactions
• Resourceful and proactive in finding solutions
• Coachable with a desire to continually learn and improve

Hybrid work schedule combining in-office collaboration with remote flexibility
Supportive, team-oriented culture
Opportunity to grow your career with a respected independent wealth management firm

Ready to Grow Your Career?

If you're passionate about delivering exceptional client service and want to build your career with a firm committed to helping clients achieve financial clarity, we'd love to hear from you.

Harlow Wealth Management is an Equal Opportunity Employer.
Job responsibilities may evolve as business needs change.

If you need any disability-related adaptation at any step of the recruitment process – simply let the recruiter know! We'd be happy to help.