Client Service & Operations Associate — Wealth Management

One Oak Wealth Management; Seattle (WA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Performance bonus

Full benefits

Job summary

One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients.

The ideal candidate will have 3–5 years in wealth management or related fields, exceptional attention to detail, and proficiency in Microsoft 365 and CRM tools. Opportunities for career advancement are provided as the firm grows.

Qualifications

• Bachelor's degree in business, finance, or a related field required.
• 3–5 years in wealth management, brokerage, or private banking operations.
• Exceptional attention to detail and strong communication skills required.
• Proficiency in Microsoft 365 and CRM platforms (Redtail, Wealthbox, Salesforce) required.
• SIE licensing and LPL Financial experience preferred.

Responsibilities

• Serve as the first point of contact for clients by phone and in person.
• Process account openings, transfers, and money movement requests through LPL Financial.
• Maintain accurate client records in CRM and account management systems.
• Prepare advisors for client review meetings and coordinate logistics.
• Champion AI-enabled tools to streamline workflows.

Skills

Attention to detail

Communication skills

Proficiency in Microsoft 365

CRM Platforms (Redtail, Wealthbox, Salesforce)

AI tool utilization

Education

Bachelor’s degree in business, finance, or related field

Tools

Microsoft 365

CRM platforms (Redtail, Wealthbox, Salesforce)

Job description

Overview

Client Service & Operations Associate — Wealth Management

• Company: One Oak Wealth Management
• Location: South Lake Union, Seattle, WA (in-office, Mon–Fri)
• Compensation: $70,000–$95,000 base + performance bonus | Full benefits

The Role

One Oak Wealth Management is a boutique wealth advisory firm looking for an experienced operations professional to serve as the operational core of our client experience. You will own the workflows, account administration, and service processes that allow our advisors to focus on clients — and our clients to feel the difference between a good firm and an exceptional one.

Career Path & Growth

This role offers a defined career path with the opportunity to grow into broader operations roles, including operations management and senior leadership, as the firm scales. We invest in our people from within — supporting your progression from individual contributor to team lead, manager, and beyond.

What You’ll Do

• Serve as the first point of contact for clients by phone and in person
• Process account openings, transfers, and money movement requests through LPL Financial
• Maintain accurate client records in CRM and account management systems
• Prepare advisors for client review meetings and coordinate logistics
• Champion AI-enabled tools to streamline workflows and improve service consistency

What You Bring

• Bachelor’s degree in business, finance, or a related field
• 3–5 years in wealth management, brokerage, or private banking operations
• Exceptional attention to detail and strong communication skills
• Proficiency in Microsoft 365 and CRM platforms (Redtail, Wealthbox, or Salesforce a plus)
• SIE licensing and LPL Financial experience preferred

Apply

Include your resume and a brief note about your operations experience — and how you’ve used or are excited to use AI tools.

One Oak Wealth Management is an equal opportunity employer.