Senior Client Service Associate

Tschetter Group; Bellevue (WA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Dental Insurance

Vision Insurance

Health Care

401(k) with company match

Professional development opportunities

Paid parental leave

Paid time off

Holidays

Job summary

Tschetter Group in Bellevue, WA is seeking a Senior Client Service Associate to enhance the client experience within our independent advisory team. You will be the warm, organized touchpoint for clients, coordinate meetings, prepare materials, and support advisors with day-to-day tasks.

This role requires 5+ years client service, strong communication, proficiency with CRM systems like Salesforce, and a collaborative spirit aligned with our values.

Qualifications

• 5+ years client service experience (preferred); direct investment industry experience a plus.
• Bachelor’s degree in finance, business administration, or related field (preferred).
• Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).
• Strong verbal and written communication skills, with a keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all client interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.
• Securities licenses a plus and requirement may depend on specialty area (e.g. Series 65).
• Demonstrated ability to take ownership of a specialty area, exercise independent judgment, and lead improvements.
• Experience working with Family Office or Ultra High Net Worth families (preferred).

Responsibilities

• Be the front-line contact for high-net-worth clients, delivering exceptional service.
• Support advisors, handle communications, note-taking for meetings.
• Assist onboarding and ongoing client experience improvements.
• Monitor client accounts and ensure accurate maintenance.
• Collaborate across departments for compliance and operations.
• Lead process improvements within assigned specialty.

Skills

Client service

CRM software

Communication

Confidentiality

Detail-oriented

Team collaboration

Education

Bachelor’s degree in finance, business, or related field

Tools

Salesforce

Microsoft Office

Job description

At Tschetter Group, we believe meaningful work is created by people who bring heart, ownership, and a genuine desire to contribute to something larger than themselves. If that resonates with you, we would love to meet you.

Our Mission

Give people optimism about life and money.

Our Values

• Be Courageous
• Relentlessly Pursue Excellence
• Put Others First

Our Purpose

We are committed to the boundless possibilities of every individual, one interaction at a time, and inspiring a lifelong journey of learning, growth, and purpose.

Job Summary

Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this position is a key role in an ensemble team whose primary responsibility is the client experience. Someone well suited to this role will make our clients feel welcome and valued through personal warmth and connection while building confidence that their needs will be well cared for through a strong attention to detail and follow-up.

As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to cultivate optimism about life and money.

In addition to providing exemplary client service and pod support, the Senior Client Service Associate is entrusted with ownership of a defined specialty area that supports how the firm operates. This role is expected to exercise independent judgement, set standards, and lead improvements within that specialty.

Duties and Responsibilities

• Embody the Tschetter Group way of caring for clients and connections, delivering, and continuously improving the firm’s service model.
• Provide exemplary client service for complex high-net-worth individuals.
• Serve as the primary point of contact for client communication, including handling phone calls, personal emails, and advisor correspondence.
• Provide support during client meetings, including notetaking and preparation of meeting materials.
• Facilitate client onboarding process and contribute to shaping the client experience through regular meetings and communications.
• Monitor client account activity and facilitate accurate and efficient account maintenance tasks.
• Collaborate with other departments to ensure compliance and operational correctness in all client interactions.
• Offer guidance and support to advisors, acting as a sounding board for initiatives & proactively propose new ideas and solutions to enhance advisor efficiency and client service.
• Track advisors’ commitments, projects, and schedule to ensure seamless execution.
• Provide business development support by assisting with advisor networking efforts
• Assist advisors with day-to-day tasks, including data entry, record-keeping, and managing client information in CRM systems.

In addition to the above, Senior Client Service Associates are responsible for ownership of one firm-level specialty, which vary and are contingent upon personal development, team growth, and available opportunities. (e.g. Family Office Specialist, Business Development and Client Onboarding Specialist, Training and Onboarding Lead, Executive Project Manager, CRM and Technology Superuser, etc.)

Within their specialty, Senior Client Service Associates are expected to:

• Set and maintain standards and best practices
• Design and improve workflows and service delivery
• Resolve issues and exceptions using independent judgment
• Lead projects and initiatives related to their specialty
• Be accountable for outcomes that impact advisors, clients, and firm operations

Qualifications

• 5+ years client service experience (preferred); direct investment industry experience a plus.
• Bachelor’s degree in finance, business administration, or related field (preferred).
• Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).
• Strong verbal and written communication skills, with a keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all client interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.
• Securities licenses a plus and requirement may depend on specialty area (e.g. Series 65)
• Demonstrated ability to take ownership of a specialty area, exercise independent judgment, and lead improvements.
• Experience working with Family Office or Ultra High Net Worth families (preferred).

Salary and Benefits

• Competitive salary based on experience.
• May be eligible for incentive bonus tied to individual and firm performance.
• Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
• Opportunities for professional development and career advancement within the firm.
• Collaborative and supportive work environment with a focus on work-life balance.

Additional Benefits

• Paid parental leave for birthing and non-birthing parents.
• Minimum 15 days of paid time off, regardless of tenure, plus 10 paid holidays.
• Company-paid required training, certifications, licensing, and dues.
• Community involvement opportunities with flexible volunteering hours.
• Employee charitable giving match.
• Team retreats, events, and opportunities to connect across the firm.

Tschetter Group is an Equal Opportunity Employer.