Client Services Associate

Harlow Wealth Management, Inc.; Vancouver (WA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Harlow Wealth Management, Inc. is looking for a Client Service Associate in Vancouver, WA. This full-time position requires 1-2 years of client service experience and offers a hybrid work model. You will manage high-volume client requests, organize workflows, and maintain records. Ideal candidates have a finance background and strong organizational skills, with a focus on problem-solving and client communication.

Qualifications

• Up to 2 years’ direct client service experience.
• Background in financial services, wealth management, or insurance operations preferred.

Responsibilities

• Manage a queue of 30–40 client service tickets.
• Independently organize daily workload and manage competing priorities.
• Execute a range of client requests including distributions and account maintenance.
• Work with custodians and third parties to resolve account issues.
• Maintain accurate client records across platforms.

Skills

Organizational skills

Client communication

Analytical thinking

Intermediate computer skills

Job description

Harlow Wealth Management, Inc. is a privately‑owned Registered Investment Advisor (RIA) firm based in Vancouver, Washington, serving the greater Portland metropolitan and southwest Washington areas. Established in 2004, the firm builds on more than 50 years of experience, beginning with its founder, Danny Harlow, who has been guiding clients in retirement planning since 1973. The firm specializes in creating tailored retirement strategies that address sustainable income, healthcare and long‑term care risks, investments, taxes, and legacy planning through its proprietary "Harlow Way." Harlow Wealth Management is dedicated to helping individuals and families achieve their retirement goals with confidence and clarity.

Client Service Associate

Harlow Wealth Management | Hybrid | Full‑Time

Grow Your Financial Services Career with Harlow Wealth Management!

Are you experienced in client service—ready for a more impactful role? We’re searching for a Client Service Associate with proven success (1–2 years’ experience) in a fast‑paced, high‑volume environment. If you thrive under pressure, love solving problems, and take pride in your accuracy, you’ll fit right in.

What You’ll Do:

Manage High‑Volume Requests: Own a queue of 30–40 client service tickets covering routine maintenance, distributions, money movement, and more. Track multi‑step items and ensure all are completed precisely and efficiently.

Workflow Management: Independently organize your daily workload, manage competing priorities, and maintain clarity on all open items. Communicate proactively when capacity is tight.

Process Transactions: Execute a range of client requests, including distribution and allocation, annuity applications and maintenance, Roth conversions, client contributions, account maintenance, and statement collection.

Coordinate Third Parties: Work directly with custodians and third‑party intermediaries to execute transactions, obtain updates, and resolve account issues.

Records Management: Maintain accurate client records across CRM, ticketing, and custodial platforms (Zoho experience a plus). Find answers independently before escalating.

Hybrid workplace—splits time between the office (for energizing collaboration) and home.

What We’re Looking For:

Experience: Up to 2 years’ direct client service experience.

Industry Background: Financial services, wealth management, or insurance operations preferred.

Skill Set:

• Strong organizational skills and attention to detail
• Responsive client communication and proactive service
• Analytical thinking and resourcefulness in problem resolution
• Intermediate computer skills (comfortable with MS Word, Excel, and CRM/ticketing platforms)
• Ability to build trust with clients and team members

Attributes:

• Process discipline and accuracy—especially when clients’ money is involved
• Manages high‑volume queues without dropping the ball
• Effective communicator; coordinates smoothly with custodians, intermediaries, and advisers
• Coachable and constantly improving

Harlow Wealth Management is an Equal Opportunity Employer.

Duties may evolve as our business needs grow and change.