About this opportunity
The Quest Organization lists this Client Services Associate opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Client Service Associate
A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors.
Responsibilities:
Serve as a primary point of contact for client communications and service requests
Support client onboarding, account maintenance, and ongoing relationship management
Prepare for client meetings, including materials, notes, and follow-up
Provide day-to-day administrative and operational support to senior advisors
Manage client information, records, and CRM systems
Track advisor priorities, projects, and client commitments
Support business development and advisor networking efforts
Identify opportunities to improve client service, processes, and advisor efficiency
Own a designated firm-wide specialty, leading projects, improving workflows, and establishing best practices
Qualifications:
5+ years of client service experience; wealth management or investment management experience preferred
Experience supporting high-net-worth or ultra-high-net-worth clients strongly preferred
Family office experience is a plus
Bachelor's degree preferred
Strong Microsoft Office and CRM skills; Salesforce experience a plus
Excellent communication, organization, and attention to detail
Strong judgment, problem-solving, and project management skills
Ability to work independently and take ownership of initiatives
High emotional intelligence and strong client-service orientation
Securities licenses are a plus; Series 65 may be required depending on responsibilities
Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.