Wealth Management Operations & Client Experience Associate

One Oak Wealth Management; Seattle (WA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Performance bonus

Full benefits

Job summary

One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients.

The ideal candidate will have 3–5 years in wealth management or related fields, exceptional attention to detail, and proficiency in Microsoft 365 and CRM tools. Opportunities for career advancement are provided as the firm grows.

Qualifications

• Bachelor's degree in business, finance, or a related field required.
• 3–5 years in wealth management, brokerage, or private banking operations.
• Exceptional attention to detail and strong communication skills required.
• Proficiency in Microsoft 365 and CRM platforms (Redtail, Wealthbox, Salesforce) required.
• SIE licensing and LPL Financial experience preferred.

Responsibilities

• Serve as the first point of contact for clients by phone and in person.
• Process account openings, transfers, and money movement requests through LPL Financial.
• Maintain accurate client records in CRM and account management systems.
• Prepare advisors for client review meetings and coordinate logistics.
• Champion AI-enabled tools to streamline workflows.

Skills

Attention to detail

Communication skills

Proficiency in Microsoft 365

CRM Platforms (Redtail, Wealthbox, Salesforce)

AI tool utilization

Education

Bachelor’s degree in business, finance, or related field

Tools

Microsoft 365

CRM platforms (Redtail, Wealthbox, Salesforce)

Job description

One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients.

The ideal candidate will have 3–5 years in wealth management or related fields, exceptional attention to detail, and proficiency in Microsoft 365 and CRM tools. Opportunities for career advancement are provided as the firm grows.