Client Services Associate
quest organizationSeattle, WA
Client Services Associate
quest organizationSeattle, WASenior L5
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOWSenior 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-upProvide 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
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Level
Senior L5
Location
Seattle, WA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
6 days ago