About this opportunity
JCW Group lists this Senior Client Service Associate opportunity in seattle metropolitan area, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients, provide proactive support to advisors, and take ownership of processes and projects that improve how the firm operates.
Key Responsibilities
Serve as a primary point of contact for high-net-worth clients, handling day-to-day requests and communications
Support advisors with meeting preparation, follow-up, client correspondence, and ongoing service needs
Facilitate client onboarding and account maintenance, ensuring requests are completed accurately and efficiently
Monitor client account activity and maintain accurate client information and records
Coordinate across the team to ensure client requests are handled correctly and in accordance with firm procedures
Proactively identify opportunities to improve advisor efficiency, client service, and internal processes
Support advisor projects, scheduling, commitments, and business development efforts
Take ownership of a firm-level specialty area, such as client onboarding, CRM and technology, family office services, training, or project management
Develop and improve workflows, establish best practices, and lead projects within the assigned specialty area
Qualifications
5+ years of client service experience preferred; experience within an RIA, wealth management firm, or financial services environment is a plus
Bachelor’s degree in finance, business, or a related field preferred
Experience working with high-net-worth or ultra-high-net-worth clients preferred
Strong proficiency with Microsoft Office and CRM platforms such as Salesforce
Excellent written and verbal communication skills with strong attention to detail
Demonstrated ability to take ownership, exercise independent judgment, and improve processes
Strong organizational and project management skills
Securities licensing is a plus and may be required depending on responsibilities
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.