Senior Client Service Lead - Wealth Management Ops

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

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.