RIA Client Service & Operations Lead Bellevue

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

Benefits offered by this job

401k match

Job summary

Aston Carter in Bellevue, WA is seeking an experienced RIA Client Service / Operations Manager to lead a small team of five, delivering high-touch client service and end-to-end operational oversight for a growing wealth management practice with over $1.2B AUM.

You will mentor junior staff, refine workflows, coordinate onboarding, review trades and cash management, and collaborate with advisors using tools like Schwab Advisor Center, iRebal, Orion, and Salesforce to drive accuracy and exceptional

Qualifications

• Experience in wealth management client service and operations.
• Experience mentoring or guiding junior team members.
• Ability to manage complex workflows and multiple tasks with accuracy.
• Strong collaboration with advisors and proficiency in planning tools.

Responsibilities

• Serve as a primary point of contact for clients, building long-term relationships.
• Deliver high-touch client service by anticipating needs and resolving issues.
• Support client meetings and prepare materials and post-meeting summaries.
• Oversee onboarding, account maintenance, and documentation workflows.
• Coordinate cash management and trade reviews with adherence to guidelines.
• Maintain accurate client data in the CRM and related systems.

Skills

Client service

Operations leadership

Mentoring

Communication

Attention to detail

Team management

Problem solving

Education

Bachelor's degree or higher in Finance/Business

Tools

Schwab Advisor Center

iRebal

Orion

eMoney

Albridge

Salesforce

Drake Tax Software

QuickBooks

Microsoft Office

Job description

Aston Carter in Bellevue, WA is seeking an experienced RIA Client Service / Operations Manager to lead a small team of five, delivering high-touch client service and end-to-end operational oversight for a growing wealth management practice with over $1.2B AUM.

You will mentor junior staff, refine workflows, coordinate onboarding, review trades and cash management, and collaborate with advisors using tools like Schwab Advisor Center, iRebal, Orion, and Salesforce to drive accuracy and exceptional