Senior Client Service Associate

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

Benefits offered by this job

Mentorship program

Job summary

Auxano Advisors in Bellevue, WA, seeks a Senior Client Service Associate to support Wealth Advisors and Senior Wealth Advisors, handling complex operational requests for high-net-worth clients.

This in-person role emphasizes integrity, discretion, and meticulous attention to detail, with mentorship and a defined CSA to Senior CSA career path. You will collaborate with custodians like Schwab, manage RMDs, and ensure compliance while delivering warm, professional client service.

Qualifications

• At least two years of client service or operations experience at an RIA or wealth management firm.
• Experience with account opening, transfers, money movement, and RMD processes.
• Ability to resolve complex requests independently and know when to escalate.
• Excellent written and verbal communication and strong interpersonal skills.
• Strong organizational skills managing a large book of client relationships.
• Proficiency with MS Office; willingness to learn new systems.
• Familiarity with AI tools to draft and summarize work.
• Discretion and integrity handling sensitive client information.
• Calm under pressure with ownership and accountability.

Responsibilities

• Serve as primary operational resource for designated WAs and/or Sr. WAs.
• Provide non-advice client support and route questions to advisors.
• Own complex service requests including trust, entity and inherited IRA accounts.
• Resolve custodian issues with Schwab service teams.
• Prepare for meetings with updated client information.
• Schedule client review meetings and track action items in CRM.
• Ensure paperwork and money movement follow procedures.
• Mentor CSAs and learn from CSM and WAs.
• Handle confidential client information with discretion.
• Track year-end RMDs and complete reviews with advisors and Schwab.

Skills

Client service

Operations

Communication

Organization

Discretion

Integrity

Teamwork

AI tools

Conflict resolution

Attention to detail

Tools

MS Office

Schwab Advisor Center

AdvisorEngine CRM

Tamarac

DocuSign

GeoWealth

AI Copilot

Job description

Company: Auxano Advisors
RedBalloon posts jobs on behalf of client companies

Job Summary

The Senior Client Service Associate (“CSA”) is a key operational resource for the Wealth Advisors (“WA”) and Senior Wealth Advisors (“Sr. WA”), providing for client needs of any complexity. This position serves as a trusted point of contact for high-net-worth and affluent families, handles operational requests from routine to highly complex, and helps new Client Service Associates learn our standards. The ideal candidate combines impeccable integrity, sound judgment, and deep operational knowledge with genuine warmth, discernment, and an unwavering attention to detail. This position reports directly to our Client Service Manager (“CSM”), works day to day alongside Wealth Advisors and / or Senior Wealth Advisors, and is a fully in-person role at our office in Bellevue, Monday through Friday. This role is part of Auxano's defined Client Service career track, which runs from CSA to Senior CSA to CSM. Senior CSAs who consistently serve clients of every complexity, mentor new associates, and show sound judgment and ownership are positioned for the CSM role. That role partners with SWAs on high-net-worth relationships and leads a team of CSAs and Senior CSAs.

Responsibilities

• Serve as a primary operational resource for designated WAs and/or Sr. WAs, providing non-advice-related support for clients across all service tiers but especially HNW and complex clients
• Serve as a primary point of contact for clients, delivering timely, thoughtful and professional communication, and route any questions requiring investment or planning advice to the appropriate advisor
• Own complex and non-standard service requests end to end, including trust, entity and inherited IRA accounts, account transfers and money movement
• Resolve custodian issues and escalations directly with Schwab service teams
• Proactively gather updated client information before meetings so advisors arrive fully prepared, and handle meeting materials and follow-up
• Schedule client review meetings and keep action items and follow-ups current in our CRM so nothing is overlooked
• Ensure paperwork, money movement and documentation follow Auxano’s verification and compliance procedures
• Mentor CSAs and continue learning from the CSM and WAs
• Handle sensitive client information with discretion, sound judgment and confidentiality
• Track required minimum distributions for assigned clients throughout the year and complete the year-end RMD review with advisors and Schwab, including inherited IRAs

Qualifications

• At least two years of client service or operations experience at an RIA, wealth management firm or custodian, or equivalent experience
• Working knowledge of account opening and transfer paperwork, money movement, and RMD processes
• Demonstrated ability to resolve complex requests independently and to judge when to escalate
• Excellent communication skills, both written and verbal, and confident interpersonal skills with clients and with the team
• Strong organizational and prioritization skills, with the ability to manage a large book of client relationships and deadlines independently
• Extensive knowledge of the MS Office suite (or equivalent AI platform), with a desire to learn new programs and systems
• Working proficiency with AI tools such as Microsoft Copilot to draft, summarize and streamline routine work, used in line with firm data and privacy policies
• Discernment and emotional intelligence when working with high-net-worth families
• Calm and composed under pressure, with a strong sense of ownership, teamwork, accountability and uncompromising integrity

Preferred Qualifications

• Experience with Schwab Advisor Center, AdvisorEngine CRM, Tamarac, DocuSign and/or GeoWealth
• Experience supporting high-net-worth clients with complex account structures
• Experience mentoring or training colleagues