Wealth Management Client Success Associate

Konvergent Wealth Partners; Gig Harbor (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Paid time off (PTO)

Job summary

A wealth management firm in Gig Harbor is seeking a Client Success Associate to support advisors and ensure outstanding service for high-net-worth clients. This full-time position requires 2-5 years of wealth management experience and familiarity with custodial operations at Fidelity or Schwab. The ideal candidate is organized, detail-oriented, and thrives in a fast-paced environment. Extensive benefits are offered, alongside clear advancement opportunities within the firm.

Qualifications

• 2–5+ years in a wealth management office or RIA environment.
• Strong working knowledge of custodial operations at Fidelity or Schwab.
• High personal standards and ownership.

Responsibilities

• Deliver exemplary service to clients with speed and professionalism.
• Coordinate client inquiries via email and phone.
• Support advisor meetings with preparation and organization.

Skills

Organization

Client relationship management

Attention to detail

Proactive problem solving

Communication

Tools

Salesforce

Asana

Job description

A wealth management firm in Gig Harbor is seeking a Client Success Associate to support advisors and ensure outstanding service for high-net-worth clients. This full-time position requires 2-5 years of wealth management experience and familiarity with custodial operations at Fidelity or Schwab. The ideal candidate is organized, detail-oriented, and thrives in a fast-paced environment. Extensive benefits are offered, alongside clear advancement opportunities within the firm.