Hybrid Wealth Client Services Associate

Threadline Wealth; Bellevue, San Francisco (WA, CA); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Threadline Wealth seeks a Client Service Associate to partner with Wealth Advisors and internal teams, delivering responsive, accurate service to clients and prospects. You will be a primary point of contact for client service needs and coordinate with advisory operations, trading, portfolio management, tax, and billing.

Based in the greater Bellevue/Seattle area or San Francisco Bay Area, this role features a hybrid schedule with in-office collaboration 1–3 days weekly.

Qualifications

• Strong organization, communication, and judgment are essential.
• Ability to manage multiple priorities in a fast-paced environment.
• Customer-service mindset and attention to detail.

Responsibilities

• Client communications and meeting coordination.
• Onboarding and processing service requests.
• Data management and presentation support.
• Follow-up with clients and internal teams.

Skills

Strong communication

Organization

Multitasking

Judgment

Job description

Threadline Wealth seeks a Client Service Associate to partner with Wealth Advisors and internal teams, delivering responsive, accurate service to clients and prospects. You will be a primary point of contact for client service needs and coordinate with advisory operations, trading, portfolio management, tax, and billing.

Based in the greater Bellevue/Seattle area or San Francisco Bay Area, this role features a hybrid schedule with in-office collaboration 1–3 days weekly.