Client Service Operations Specialist

Composition Wealth, LLC; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Job summary

Composition Wealth, LLC in Seattle, WA is seeking an Operations Associate, Client Service to support the Director of Client Service Operations. This role blends client service with operations, gaining hands-on knowledge of servicing workflows, data flows, and system migrations.

You will design improved processes, maintain training materials, and lead onboarding for M&A integrations while thriving in ambiguity and driving practical change.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 0–3 years of experience; internship or project-based experience in financial services.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• CRM experience required; Salesforce preferred
• Prior experience working within a custodial platform; Schwab and/or Fidelity experience strongly preferred
• Strong written communication skills; able to translate complex workflows into clear, accessible documentation
• High attention to detail and comfort working with large data sets

Responsibilities

• Provide direct support to the Director of Client Service Operations across operational initiatives, with an emphasis on workflow improvement and evaluating new technology solutions
• Serve as the internal point of contact for custodian-driven projects, coordinating across servicing teams to ensure timely communication and resolution
• Develop a thorough, working understanding of the Client Service Associate role - including account opening and maintenance, money movements, custodial communications, and CRM workflows - and execute those tasks on an ad hoc basis as needed
• Bridge CS execution and process improvement by understanding the operational realities of the servicing team firsthand and applying that knowledge to drive meaningful change
• Lead the buildout and ongoing optimization of firm workflows within new and emerging technology platforms, translating existing processes into streamlined, system-native solutions
• Own all process documentation, training guides, and reference materials for the CS team, proactively identifying and closing gaps where content is missing, outdated, or unclear
• Organize and lead onboarding and training sessions for incoming servicing teams, bringing new members up to speed on firm workflows, systems, and standards
• Navigates ambiguity – comfortable operating without a defined roadmap; able to assess a situation, determine the right path forward, and execute with confidence
• Builds from scratch – given a desired outcome, can design a process, workflow, or framework independently
• Learns the craft – invests in understanding the work deeply, not just conceptually; absorbs the day-to-day realities of the CSA role with the same seriousness as the strategic work
• Executes with precision – produces accurate, well-organized work and understands that data quality and process integrity matter in a regulated environment
• Manages projects end-to-end – tracks tasks and timelines proactively, communicates progress clearly, and closes loops without being asked
• Partners well – works collaboratively across teams and levels; earns trust with the CS team by rolling up their sleeves alongside them

Skills

MS Office Suite

Excel

CRM experience

Salesforce

Written communication

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Salesforce

Job description

Composition Wealth, LLC in Seattle, WA is seeking an Operations Associate, Client Service to support the Director of Client Service Operations. This role blends client service with operations, gaining hands-on knowledge of servicing workflows, data flows, and system migrations.

You will design improved processes, maintain training materials, and lead onboarding for M&A integrations while thriving in ambiguity and driving practical change.