Senior Client Experience Specialist

Tschetter Group; Bellevue (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Dental and vision insurance

401(k) with company match

Paid parental leave

3 weeks paid time off + 10 holidays

Professional development opportunities

Job summary

Tschetter Group in Bellevue, WA is seeking a Sr. Client Service Associate to deliver exceptional client service for high-net-worth families.

This in-office role focuses on onboarding, relationship management, and support for advisors with a strong emphasis on accuracy and confidentiality. The Senior Associate will own a defined specialty area, lead improvements, and collaborate across departments to enhance the client experience.

Qualifications

• 5+ years client service experience; direct investment industry experience a plus.
• Bachelor’s degree in finance, business administration, or related field.
• Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).

Responsibilities

• Deliver exemplary client service for high-net-worth individuals.
• Serve as primary client contact including calls, emails, and advisor correspondence.
• Prepare meeting materials and notes; support client onboarding and ongoing relationships.
• Monitor client activity and maintain accurate account records; ensure compliance in interactions.
• Collaborate with advisors and other departments to improve service delivery and efficiency.

Skills

Client service

Relationship management

Communication

Attention to detail

Confidentiality

Education

Bachelor's degree in finance or related field

Tools

CRM software (Salesforce)

Microsoft Office

Job description

Tschetter Group in Bellevue, WA is seeking a Sr. Client Service Associate to deliver exceptional client service for high-net-worth families.

This in-office role focuses on onboarding, relationship management, and support for advisors with a strong emphasis on accuracy and confidentiality. The Senior Associate will own a defined specialty area, lead improvements, and collaborate across departments to enhance the client experience.