Senior Wealth Ops and Client Services Lead

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

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.