Senior Wealth Client Services Associate

Beacon Pointe; Redmond (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors seeks a Senior Client Service Associate to join the Redmond, WA team. This role partners with Wealth Advisors to deliver a high-touch client experience and independently manages complex client-service and account-administration work.

The position requires coordination of multi-step client matters from receipt through completion, with strong judgment, follow-through, and collaboration across teams to support growth and client satisfaction.

Qualifications

• Four or more years of progressively responsible client-service, account-administration, or operations experience.
• Experience with account-opening and maintenance workflows, client documentation, money movement, transfers, and custodial service processes.
• Bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.

Responsibilities

• Serve as a primary point of contact for client-service requests and communicate clearly, professionally, and promptly with clients and internal partners.
• Monitor custodial alerts, including cash-management activity, account updates, and trade-related alerts; research, coordinate, and document resolution.
• Independently manage complex account maintenance, account-opening, transfer, money-movement, documentation, and follow-up activities within established firm procedures.
• Coordinate onboarding and transition-related service work, maintain accurate records, and ensure required client and custodial documentation is complete before submission.
• Record client inquiries, service changes, and account activity in the CRM; track outstanding requests, identify potential delays or risks, and drive timely resolution or escalation.
• Partner with Wealth Advisors to prepare for client meetings, organize materials, coordinate logistics, and complete post-meeting follow-up.
• Keep advisors and the Client Service Manager informed of client matters, competing priorities, deadlines, and unresolved items.
• Meet regularly with advisors and service partners to prioritize workload, provide timely status updates, and elevate client-service concerns when appropriate.
• Support prospect, client, and community-facing activities through scheduling, materials coordination, client communications, and follow-up.
• Provide reliable administrative and operational support that allows advisors and Associate Wealth Advisors to focus more time on planning, relationship management, and growth activities.

Skills

Client service

Account admin

Wealth management

CRM systems

Salesforce

MS Office

Detail-oriented

Education

Bachelor's degree preferred

Tools

Salesforce

CRM software

Job description

Beacon Pointe Advisors seeks a Senior Client Service Associate to join the Redmond, WA team. This role partners with Wealth Advisors to deliver a high-touch client experience and independently manages complex client-service and account-administration work.

The position requires coordination of multi-step client matters from receipt through completion, with strong judgment, follow-through, and collaboration across teams to support growth and client satisfaction.