Senior Client Service Associate

JCW Group; Seattle (WA); On-site; USD 85,000 - 112,000; Full time

Job summary

JCW Group seeks a Senior Client Service Associate to support a top-tier advisory team in a multi-custodian wealth management environment. Deliver exceptional client service, manage complex accounts, and coordinate across Schwab, LPL Financial, and Fidelity.

The role requires 4+ years in wealth management or RIA operations, strong organizational and communication skills, and experience with high-net-worth clients. Series 7/66 licenses are preferred but not required.

Qualifications

• 4+ years of wealth management, financial services, or RIA operations experience.
• Experience with Schwab Advisor Center, Fidelity Wealthscape, and LPL ClientWorks.
• Strong knowledge of account administration, ACAT transfers, retirement accounts, and operational compliance.
• Excellent organizational, communication, and problem-solving skills with the ability to manage multiple priorities.
• Experience supporting high-net-worth clients.
• Series 7 and/or 66 licenses are preferred but not required.

Responsibilities

• Serve as the primary client service and operational support partner to Advisors and high-net-worth clients.
• Manage complex account administration, including account openings, maintenance, ACAT transfers, money movement, retirement accounts, and asset transfers.
• Coordinate onboarding, advisor transitions, and account conversions across Schwab, LPL Financial, and Fidelity.
• Prepare for client meetings, maintain CRM records, and oversee operational workflows.
• Collaborate with Advisors, Operations, Compliance, and custodians to resolve service issues and improve operational processes.

Skills

Organizational skills

Communication skills

Problem-solving

High-net-worth experience

Education

Series 7 license

Series 66 license

Tools

Schwab Advisor Center

Fidelity Wealthscape

LPL ClientWorks

Job description

Our client is seeking a Senior Client Service Associate to support a high-performing advisory team within a multi-custodian wealth management environment. This position serves as a senior operational and client service resource responsible for delivering an exceptional client experience, managing complex account administration, and ensuring seamless coordination across platforms including Schwab, LPL Financial, and Fidelity.

This is an excellent opportunity for an experienced wealth management professional with strong operational expertise, exceptional attention to detail, and the ability to independently manage complex client relationships while partnering closely with Advisors, Operations, Compliance, and external custodians.

What You\'ll Do

• Serve as the primary client service and operational support partner to Advisors and high-net-worth clients
• Manage complex account administration, including account openings, maintenance, ACAT transfers, money movement, retirement accounts, and asset transfers
• Coordinate onboarding, advisor transitions, and account conversions across Schwab, LPL Financial, and Fidelity
• Prepare for client meetings, maintain CRM records, and oversee operational workflows
• Collaborate with Advisors, Operations, Compliance, and custodians to resolve service issues and improve operational processes

What We\'re Looking For

• 4+ years of wealth management, financial services, or RIA operations experience
• Experience with Schwab Advisor Center, Fidelity Wealthscape, and LPL ClientWorks
• Strong knowledge of account administration, ACAT transfers, retirement accounts, and operational compliance
• Excellent organizational, communication, and problem-solving skills with the ability to manage multiple priorities
• Experience supporting high-net-worth clients
• Series 7 and/or 66 licenses are preferred but not required