Operations Associate, Client Service

Composition Wealth, LLC; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Job summary

Composition Wealth, LLC in Seattle, WA is seeking an Operations Associate, Client Service to support the Director of Client Service Operations. This role blends client service with operations, gaining hands-on knowledge of servicing workflows, data flows, and system migrations.

You will design improved processes, maintain training materials, and lead onboarding for M&A integrations while thriving in ambiguity and driving practical change.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 0–3 years of experience; internship or project-based experience in financial services.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• CRM experience required; Salesforce preferred
• Prior experience working within a custodial platform; Schwab and/or Fidelity experience strongly preferred
• Strong written communication skills; able to translate complex workflows into clear, accessible documentation
• High attention to detail and comfort working with large data sets

Responsibilities

• Provide direct support to the Director of Client Service Operations across operational initiatives, with an emphasis on workflow improvement and evaluating new technology solutions
• Serve as the internal point of contact for custodian-driven projects, coordinating across servicing teams to ensure timely communication and resolution
• Develop a thorough, working understanding of the Client Service Associate role - including account opening and maintenance, money movements, custodial communications, and CRM workflows - and execute those tasks on an ad hoc basis as needed
• Bridge CS execution and process improvement by understanding the operational realities of the servicing team firsthand and applying that knowledge to drive meaningful change
• Lead the buildout and ongoing optimization of firm workflows within new and emerging technology platforms, translating existing processes into streamlined, system-native solutions
• Own all process documentation, training guides, and reference materials for the CS team, proactively identifying and closing gaps where content is missing, outdated, or unclear
• Organize and lead onboarding and training sessions for incoming servicing teams, bringing new members up to speed on firm workflows, systems, and standards
• Navigates ambiguity – comfortable operating without a defined roadmap; able to assess a situation, determine the right path forward, and execute with confidence
• Builds from scratch – given a desired outcome, can design a process, workflow, or framework independently
• Learns the craft – invests in understanding the work deeply, not just conceptually; absorbs the day-to-day realities of the CSA role with the same seriousness as the strategic work
• Executes with precision – produces accurate, well-organized work and understands that data quality and process integrity matter in a regulated environment
• Manages projects end-to-end – tracks tasks and timelines proactively, communicates progress clearly, and closes loops without being asked
• Partners well – works collaboratively across teams and levels; earns trust with the CS team by rolling up their sleeves alongside them

Skills

MS Office Suite

Excel

CRM experience

Salesforce

Written communication

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Salesforce

Job description

Location: Seattle, WA
Job Type: Full-time
Reports to: Director of Client Service Operations
Salary Range:$80,000 - $100,000

The Operations Associate, Client Service sits at the intersection of client service and operations, working directly in support of the Director of Client Service Operations. This role is built for someone who is eager to deepen their understanding of wealth management operations - not just conceptually, but from the ground up. A meaningful part of this role involves developing a deep, working knowledge of how our servicing team operates: how different workflows are executed, how client data flows through our systems, and where the friction points are. That hands-on understanding is what enables this person to do the harder work - designing better processes, maintaining training materials, supporting custodial and CS workflow migrations, and serving as a key operational resource during M&A integrations.

Success in this role requires comfort with ambiguity, a builder's mindset, and the ability to move fluidly between strategic and operational work. If you are the kind of person who is energized by finding a better way to do things and takes ownership in making that happen, this role was designed for you.

Key Responsibilities

Director Support & Special Projects

• Provide direct support to the Director of Client Service Operations across operational initiatives, with an emphasis on workflow improvement and evaluating new technology solutions
• Serve as the internal point of contact for custodian-driven projects, coordinating across servicing teams to ensure timely communication and resolution

CSA Knowledge & Operational Execution

• Develop a thorough, working understanding of the Client Service Associate role - including account opening and maintenance, money movements, custodial communications, and CRM workflows - and execute those tasks on an ad hoc basis as needed
• Bridge CS execution and process improvement by understanding the operational realities of the servicing team firsthand and applying that knowledge to drive meaningful change

Process Design & Knowledge Management

• Lead the buildout and ongoing optimization of firm workflows within new and emerging technology platforms, translating existing processes into streamlined, system-native solutions
• Own all process documentation, training guides, and reference materials for the CS team, proactively identifying and closing gaps where content is missing, outdated, or unclear

M&A Integrations

• Serve as the primary point of contact for custodial and CS workflow migrations associated with M&A activity, coordinating between internal and external parties and incoming groups to ensure a smooth and organized transition
• Organize and lead onboarding and training sessions for incoming servicing teams, bringing new members up to speed on firm workflows, systems, and standards
• Navigates ambiguity –comfortable operating without a defined roadmap; able to assess a situation, determine the right path forward, and execute with confidence
• Builds from scratch –given a desired outcome, can design a process, workflow, or framework independently
• Learns the craft –invests in understanding the work deeply, not just conceptually; absorbs the day-to-day realities of the CSA role with the same seriousness as the strategic work
• Executes with precision –produces accurate, well-organized work and understands that data quality and process integrity matter in a regulated environment
• Manages projects end-to-end –tracks tasks and timelines proactively, communicates progress clearly, and closes loops without being asked
• Partners well –works collaboratively across teams and levels; earns trust with the CS team by rolling up their sleeves alongside them

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field
• 0–3 years of experience; internship or project-based experience in financial services
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• CRM experience required; Salesforce preferred
• Prior experience working within a custodial platform required; Schwab and/or Fidelity experience strongly preferred
• Strong written communication skills; able to translate complex workflows into clear, accessible documentation
• High attention to detail and comfort working with large data sets

Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.