Client Services & Accounts Associate - Wealth Management

W3Global; Bellevue (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

W3Global is assisting an investment advisory client in Bellevue, WA, seeking a Client Service & Account Operations Associate. The role blends relationship support with account administration to help financial advisors and clients efficiently manage daily service needs.

Ideal candidates have 3+ years with an RIA, a valid Series 65 license, and strong CRM/office software skills. You will handle onboarding, funding, transfers, and documentation with care.

Qualifications

• 3+ years with a registered investment advisor (RIA) in client service and account operations.
• Active Series 65 license.
• Practical knowledge of brokerage and retirement accounts, custodial paperwork and money movement.
• Strong written and verbal communication with professional judgment.
• Excellent organization, attention to detail and time management.

Responsibilities

• Serve as a dependable contact for client questions by phone and email and coordinate with advisors when guidance is needed.
• Take ownership of service requests, confirm instructions, track progress, and inform clients of next steps.
• Coordinate new-client onboarding, collect information, prepare account applications, obtain e-signatures, and track funding.
• Maintain brokerage and retirement accounts, updating ownership, beneficiaries, and contact details.
• Facilitate transfers, wires, ACH, checks, internal transfers, and scheduled contributions or distributions.
• Work with custodians and internal teams to resolve documentation issues and delays.
• Help clients locate statements and navigate online access, escalating advisory or compliance matters as needed.
• Review submissions for accuracy and proper authorization; keep thorough CRM notes and records.
• Monitor deadlines, safeguard confidential information, and improve service workflows.

Skills

RIA experience

Client service

Account operations

Communication skills

Attention to detail

Organization

Time management

Series 65 license

Multitasking

Tools

CRM software

Custodian portals

Microsoft Office

E-signature tools

Electronic records

Job description

W3Global is assisting an investment advisory client in Bellevue, WA, seeking a Client Service & Account Operations Associate. The role blends relationship support with account administration to help financial advisors and clients efficiently manage daily service needs.

Ideal candidates have 3+ years with an RIA, a valid Series 65 license, and strong CRM/office software skills. You will handle onboarding, funding, transfers, and documentation with care.