Senior Client Service Associate (Full-Time, In-Office — Seattle Headquarters)

We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast-paced, UHNW-focused environment.

In this role, you will:

• Direct and balance the workflow for advisors and associates, ensuring all client service tasks are completed accurately and on schedule.
• Act as a trusted point of contact for clients and their families, providing anticipatory guidance and a smooth, high-touch experience.
• Manage onboarding, account updates, cash movements, documentation, and reporting with strong attention to detail and operational discipline.
• Drive complex client initiatives and special assignments, maintaining transparent communication and strong execution throughout each phase.
• Partner with attorneys, CPAs, bankers, and other external professionals to coordinate financial, estate, and investment needs with discretion and professionalism.
• Offer hands-on support, coaching, and daily structure to junior staff while consistently demonstrating top-tier service expectations.
• Spot opportunities to refine workflows, boost efficiency, and strengthen the team’s overall service delivery.

What we’re looking for:

• Bachelor’s degree required
• 8+ years of client service experience within financial services or wealth management.
• Exceptional organizational skills—highly detail-oriented and structured
• Familiarity with Fidelity and Schwab custodian workflows strongly preferred.
• Experience with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite.

Why explore?

You’ll step into a central, highly visible role with substantial responsibility, working closely with senior advisors and firm leadership. This is an opportunity to shape client experience, strengthen team operations, and contribute meaningfully to a growing, service-driven wealth management firm.