Senior Client Service Associate

Threadline Wealth; San Francisco, Northern (CA, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Threadline Wealth is seeking a Senior Client Service Associate to independently manage high-touch client service and partner with Wealth Advisors and internal teams. The role acts as a primary contact for client service needs, requiring sound judgment, proactive outreach, and the ability to handle complex service matters in a fast-paced environment.

The position owns complex client requests, onboarding and transitions, meeting preparation, account administration, and multi-step client projects

Job description

The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams. The Senior Client Service Associate is a primary contact for client service needs and is expected to exercise sound judgment, anticipate needs, and independently manage complex service matters in a fast-paced environment.

This role takes ownership of complex client requests, onboarding and transition activities, meeting preparation, account administration, and multi-step client projects from initiation through completion. The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalate, and coordinates effectively across advisory, investment, operations, trading, tax, billing, and other support teams.