Wealth Client Experience & Onboarding Specialist

Valid8 Financial, Inc.; Bellevue (WA); Hybrid; USD 63,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Job summary

Threadline Wealth is seeking a Client Service Associate to partner with Wealth Advisors and internal teams, providing responsive, accurate service to clients and prospects. You will be the primary contact for client service needs, coordinating with advisory operations, trading, portfolio management, tax, and billing teams.

You will support onboarding, data management, and client communications, with strong organization and judgment in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.

Responsibilities

• Serve as primary contact for client service requests and communications, coordinating with advisory and operations teams.
• Manage a high volume of client and prospect interactions, including inquiries, meeting coordination, and follow-up.
• Proactively manage client requests from initial receipt through completion, providing timely updates to clients and internal team members.
• Assist with client onboarding, data management, and account administration processes.

Skills

Client service

Communication

Relationship management

Organizational skills

Multitasking

Discretion

Team collaboration

Education

High school diploma or equivalent

Job description

Threadline Wealth is seeking a Client Service Associate to partner with Wealth Advisors and internal teams, providing responsive, accurate service to clients and prospects. You will be the primary contact for client service needs, coordinating with advisory operations, trading, portfolio management, tax, and billing teams.

You will support onboarding, data management, and client communications, with strong organization and judgment in a fast-paced environment.