Senior Client Service Specialist – Wealth & HNW Support

RedBalloon; Bellevue (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Mentorship program

Job summary

Auxano Advisors in Bellevue, WA, seeks a Senior Client Service Associate to support Wealth Advisors and Senior Wealth Advisors, handling complex operational requests for high-net-worth clients.

This in-person role emphasizes integrity, discretion, and meticulous attention to detail, with mentorship and a defined CSA to Senior CSA career path. You will collaborate with custodians like Schwab, manage RMDs, and ensure compliance while delivering warm, professional client service.

Qualifications

• At least two years of client service or operations experience at an RIA or wealth management firm.
• Experience with account opening, transfers, money movement, and RMD processes.
• Ability to resolve complex requests independently and know when to escalate.
• Excellent written and verbal communication and strong interpersonal skills.
• Strong organizational skills managing a large book of client relationships.
• Proficiency with MS Office; willingness to learn new systems.
• Familiarity with AI tools to draft and summarize work.
• Discretion and integrity handling sensitive client information.
• Calm under pressure with ownership and accountability.

Responsibilities

• Serve as primary operational resource for designated WAs and/or Sr. WAs.
• Provide non-advice client support and route questions to advisors.
• Own complex service requests including trust, entity and inherited IRA accounts.
• Resolve custodian issues with Schwab service teams.
• Prepare for meetings with updated client information.
• Schedule client review meetings and track action items in CRM.
• Ensure paperwork and money movement follow procedures.
• Mentor CSAs and learn from CSM and WAs.
• Handle confidential client information with discretion.
• Track year-end RMDs and complete reviews with advisors and Schwab.

Skills

Client service

Operations

Communication

Organization

Discretion

Integrity

Teamwork

AI tools

Conflict resolution

Attention to detail

Tools

MS Office

Schwab Advisor Center

AdvisorEngine CRM

Tamarac

DocuSign

GeoWealth

AI Copilot

Job description

Auxano Advisors in Bellevue, WA, seeks a Senior Client Service Associate to support Wealth Advisors and Senior Wealth Advisors, handling complex operational requests for high-net-worth clients.

This in-person role emphasizes integrity, discretion, and meticulous attention to detail, with mentorship and a defined CSA to Senior CSA career path. You will collaborate with custodians like Schwab, manage RMDs, and ensure compliance while delivering warm, professional client service.