Senior Client Service Associate

International Search Consultants; Seattle (WA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Client Service Associate to enhance client experience and optimize operations. In this high-impact role, you'll manage workflows for advisors, act as a trusted contact for clients, and drive efficiency in a fast-paced environment. The ideal candidate has over 8 years of experience in client service, is detail-oriented, and has familiarity with Fidelity and Schwab workflows. Join a growing firm committed to service excellence in Seattle.

Qualifications

• 8+ years of client service experience within financial services or wealth management.
• Familiarity with Fidelity and Schwab custodian workflows strongly preferred.
• Exceptional organizational skills required.

Responsibilities

• Direct and balance workflow for advisors and associates.
• Act as a trusted point of contact for clients and families.
• Manage onboarding, account updates, documentation, and reporting.

Skills

Client service excellence

Workflow management

Organizational skills

Detail-oriented

Operational discipline

Tools

Salesforce

Tamarac reporting

Microsoft Office Suite

Job description

We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast-paced, UHNW-focused environment.

In this role, you will:

• Direct and balance the workflow for advisors and associates, ensuring all client service tasks are completed accurately and on schedule.
• Act as a trusted point of contact for clients and their families, providing anticipatory guidance and a smooth, high-touch experience.
• Manage onboarding, account updates, cash movements, documentation, and reporting with strong attention to detail and operational discipline.
• Drive complex client initiatives and special assignments, maintaining transparent communication and strong execution throughout each phase.
• Partner with attorneys, CPAs, bankers, and other external professionals to coordinate financial, estate, and investment needs with discretion and professionalism.
• Offer hands-on support, coaching, and daily structure to junior staff while consistently demonstrating top-tier service expectations.
• Spot opportunities to refine workflows, boost efficiency, and strengthen the team’s overall service delivery.

What we’re looking for:

• 8+ years of client service experience within financial services or wealth management.
• Exceptional organizational skills—highly detail-oriented and structured
• Familiarity with Fidelity and Schwab custodian workflows strongly preferred.
• Experience with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite.

Why explore?

You’ll step into a central, highly visible role with substantial responsibility, working closely with senior advisors and firm leadership. This is an opportunity to shape client experience, strengthen team operations, and contribute meaningfully to a growing, service-driven wealth management firm.