Client Services Associate

JCW Group; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

JCW Group is seeking a Client Service Associate to support its advisory team in a client-facing, operational role focused on service delivery and paperwork completion.

You will handle client requests, account administration, onboarding, and reporting while maintaining CRM records and coordinating meetings for proactive client service.

Qualifications

• 1–3 years of client service experience within an RIA, wealth management, or financial services firm.
• Custodial experience, particularly with Schwab, is a strong plus.
• Strong attention to detail and accuracy.
• Excellent organizational skills with the ability to independently track outstanding items and follow through.
• Professional and confident communication skills when working with clients.
• A proactive mindset and willingness to take ownership of client requests from start to finish.

Responsibilities

• Serve as a first point of contact for client service requests, providing accurate and timely support
• Handle account maintenance, including beneficiary updates, registration changes, address changes, and online access
• Prepare distributions, transfers, and other client-requested transactions
• Prepare new account paperwork and track accounts through opening, funding, and asset transfers
• Support new client onboarding, including agreements, custodial forms, account setup, and portal access
• Resolve paperwork and account issues with the custodian and follow them through to completion
• Maintain accurate client records, tasks, and workflows within the CRM
• Coordinate client meetings, scheduling, and follow‑up items
• Prepare standard client reports and support quarterly reporting cycles

Skills

Client service

Attention to detail

Organizational skills

Client communication

Proactive ownership

Tools

CRM software

Job description

Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service delivery, with responsibility for client requests, account administration, paperwork, and follow-through.

What You'll Do

• Serve as a first point of contact for client service requests, providing accurate and timely support
• Handle account maintenance, including beneficiary updates, registration changes, address changes, and online access
• Prepare distributions, transfers, and other client-requested transactions
• Prepare new account paperwork and track accounts through opening, funding, and asset transfers
• Support new client onboarding, including agreements, custodial forms, account setup, and portal access
• Resolve paperwork and account issues with the custodian and follow them through to completion
• Maintain accurate client records, tasks, and workflows within the CRM
• Coordinate client meetings, scheduling, and follow‑up items
• Prepare standard client reports and support quarterly reporting cycles

What We're Looking For

• 1–3 years of client service experience within an RIA, wealth management, or financial services firm
• Custodial experience, particularly with Schwab, is a strong plus
• Strong attention to detail and accuracy
• Excellent organizational skills with the ability to independently track outstanding items and follow through
• Professional and confident communication skills when working with clients
• A proactive mindset and willingness to take ownership of client requests from start to finish