Client Services Manager (Wealth Management)

Aston Carter; Bellevue (WA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401k match 6%

Benefits paid (employee only)

Job summary

Aston Carter is seeking a Wealth Management Associate / Operations Manager in Bellevue, WA, onsite. The role combines client relationship management with operational leadership, supporting growth of a high-performing wealth management practice.

You will work closely with leadership, assist advisors, and help coordinate onboarding, portfolio administration, and client reporting to enhance service and efficiency.

Qualifications

• 2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services.
• Experience supporting advisors and high-net-worth clients.
• Strong organizational and project management skills.
• Exceptional attention to detail and follow-through.
• Excellent verbal and written communication abilities.
• Ability to thrive in a fast-paced, client-focused environment.

Responsibilities

• Serve as a trusted point of contact for clients and deliver a white-glove service experience.
• Build strong, long-term relationships with high-net-worth individuals and families.
• Participate in client meetings and assist advisors with meeting preparation, follow-up, and ongoing service needs.
• Coordinate onboarding and account maintenance activities from start to finish.
• Help oversee daily operations for a growing advisory practice.
• Manage workflows, prioritize tasks, and ensure service requests are completed efficiently.
• Coordinate with custodians, platform providers, and internal stakeholders.
• Support process improvements that enhance both client experience and operational efficiency.
• Assist with mentoring and supporting other team members as the firm continues to grow.

Skills

Client relationship management

Organizational skills

Attention to detail

Verbal and written communication

Project management

Tools

Schwab Advisor Center

Salesforce

Orion

eMoney

iRebal

Job description

Wealth Management Associate / Operations Manager

Location: Bellevue, WA (100% Onsite)

Compensation: $75,000 - $85,000 + Growth Opportunity

Industry: Wealth Management / Registered Investment Advisor (RIA)

Join a Growing Top-Tier Wealth Management Firm

Are you looking for an opportunity where you can make a meaningful impact, work directly with leadership, and play a key role in the growth of a high-performing wealth management practice?

Our Bellevue-based wealth management firm manages more than $1.2B in client assets, with approximately $2B firmwide across multiple offices. We're seeking a polished, client-focused professional who enjoys balancing relationship management, operational leadership, and strategic problem-solving.

This position is ideal for someone who has experience supporting financial advisors, high-net-worth clients, or business operations and is looking to take the next step in their career with greater responsibility and visibility.

What You'll DoClient Relationship Management

• Serve as a trusted point of contact for clients and deliver a white-glove service experience
• Build strong, long-term relationships with high-net-worth individuals and families
• Participate in client meetings and assist advisors with meeting preparation, follow-up, and ongoing service needs
• Coordinate onboarding and account maintenance activities from start to finish

Operations & Practice Management

• Help oversee daily operations for a growing advisory practice
• Manage workflows, prioritize tasks, and ensure service requests are completed efficiently
• Coordinate with custodians, platform providers, and internal stakeholders
• Support process improvements that enhance both client experience and operational efficiency
• Assist with mentoring and supporting other team members as the firm continues to grow

Wealth Management Support

• Review and process investment-related transactions
• Assist with portfolio administration, financial reporting, and cash management activities
• Support financial planning initiatives and client review preparation
• Help create market and investment-related reporting for advisors and clients
• Maintain accurate client records and CRM data

QualificationsPreferred Experience

• 2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
• Experience supporting advisors and high-net-worth clients
• Strong organizational and project management skills
• Exceptional attention to detail and follow-through
• Excellent verbal and written communication abilities
• Ability to thrive in a fast-paced, client-focused environment

Highly Desired

• Series 65, 66, 7, or 63 licensing (or interest in obtaining licensing)
• Experience with Schwab Advisor Center, Salesforce, Orion, eMoney, iRebal, or similar wealth management platforms
• Previous RIA, brokerage, private banking, or financial advisory experience

Why Join This Firm?

Work directly alongside experienced Wealth Advisors and leadership

Gain exposure to all aspects of a successful and growing wealth management business

Join a collaborative, close-knit team where your contributions are highly visible

Opportunity to take on leadership responsibilities and influence firm operations

Clear path for professional growth as the organization continues to expand

Be part of a respected advisory firm serving sophisticated, high-net-worth clients

This is an excellent opportunity for a motivated professional who enjoys both client interaction and operational leadership and wants to build a long-term career within a growing wealth management organization.

Job Type & Location

This is a Permanent position based out of Bellevue, WA.

Pay and Benefits

The pay range for this position is $75000.00 - $85000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

401k match 6% Employee Benefits 100% paid, but do have to pay for additional family members.

Job Type & Location

This is a Permanent position based out of Bellevue, WA.

Application Deadline

This position is anticipated to close on Nov 11, 2026.

Workplace Type

This is a fully onsite position in Bellevue,WA.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] ([e-mail]) for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.