Senior Client Experience & Onboarding Specialist (Hybrid)

Valid8 Financial, Inc.; Bellevue (WA); Hybrid; USD 79,000 - 108,000; Full time

Job summary

Threadline Wealth in Bellevue/Seattle seeks a Senior Client Service Associate to manage high-touch client service, onboarding, account administration, and multi-step projects from initiation through completion.

You will coordinate with Wealth Advisors and internal teams, maintain CRM records, review documentation for accuracy, mentor junior associates, and support client experiences with discretion and professional judgment in a hybrid, travel-flexible environment.

Qualifications

• Three to five years of client service, account administration, or similar in wealth management or financial services.
• Experience working with clients and advisors in fast-paced environments.
• Ability to mentor junior team members and train others.

Responsibilities

• Act as a confident and trusted point of contact for client and prospect relationships, responding to internal and external needs with professionalism, sound judgment, and appropriate urgency.
• Develop a strong understanding of each client’s household, preferences, service history, and ongoing service needs.
• Anticipate client service needs and proactively communicate developing issues, upcoming requirements, or follow-up needs to the advisory team.
• Independently manage a high volume of client interactions and prospect-related service coordination, including inquiries, meeting logistics, service requests, and follow-up.
• Own client requests from initial receipt through completion, setting clear expectations and providing timely updates to clients and internal team members.
• Resolve routine internal and external issues independently and escape material, sensitive, or unusual matters with appropriate urgency.
• Adapt communication style and approach based on the client, situation, and subject matter.
• Facilitate strong relationships between clients and prospects, and the broader Threadline Wealth advisory and operational teams.
• Support client experience initiatives, including recognition of significant life events and other personalized client activities.

Skills

Client service

Relationship management

Communication

Organization

Problem-solving

Team collaboration

Attention to detail

Discretion/confidentiality

Multitasking

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM systems

Document management

Custodial platforms

Microsoft Office

Financial services platforms

Job description

Threadline Wealth in Bellevue/Seattle seeks a Senior Client Service Associate to manage high-touch client service, onboarding, account administration, and multi-step projects from initiation through completion.

You will coordinate with Wealth Advisors and internal teams, maintain CRM records, review documentation for accuracy, mentor junior associates, and support client experiences with discretion and professional judgment in a hybrid, travel-flexible environment.