Senior Client Service Associate

JCW Group; Seattle (WA); On-site; USD 80,000 - 110,000; Full time

Job summary

JCW Group is seeking a Senior Client Service Associate to support a growing RIA client in Seattle. You will be the primary contact for high-net-worth clients, assist advisors, and own processes that improve client experience and efficiency.

You will onboard clients, maintain records, and coordinate across the team. Lead projects in a specialty area such as onboarding, CRM, or family office services while ensuring accuracy and firm procedures.

Qualifications

• 5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
• Bachelor’s degree in finance, business, or a related field preferred
• Experience working with high-net-worth or ultra-high-net-worth clients preferred
• Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
• Excellent written and verbal communication skills with strong attention to detail
• Demonstrated ability to take ownership, exercise independent judgment, and improve processes
• Strong organizational and project management skills
• Securities licensing is a plus and may be required depending on responsibilities

Responsibilities

• Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
• Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
• Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
• Monitor client account activity and maintain accurate client information and records
• Coordinate across the team to ensure client requests are handled correctly and in accordance with firm procedures
• Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
• Support advisor projects, scheduling, commitments, and business development efforts
• Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
• Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area

Skills

Client service

High-net-worth clients

CRM platforms such as Salesforce

Microsoft Office

Project management

Communication skills

Education

Bachelor’s degree in finance or related field

Tools

Salesforce CRM

Microsoft Office Suite

Job description

Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients, provide proactive support to advisors, and take ownership of processes and projects that improve how the firm operates.

Key Responsibilities

• Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
• Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
• Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
• Monitor client account activity and maintain accurate client information and records
• Coordinate across the team to ensure client requests are handled correctly and in accordance with firm procedures
• Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
• Support advisor projects, scheduling, commitments, and business development efforts
• Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
• Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area

Qualifications

• 5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
• Bachelor’s degree in finance, business, or a related field preferred
• Experience working with high-net-worth or ultra-high-net-worth clients preferred
• Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
• Excellent written and verbal communication skills with strong attention to detail
• Demonstrated ability to take ownership, exercise independent judgment, and improve processes
• Strong organizational and project management skills
• Securities licensing is a plus and may be required depending on responsibilities