Senior Client Services Associate

Compensation: $90,000-$120,000

Location: Seattle, WA; Tacoma, WA; Los Angeles, CA; Columbia, MD

Schedule: Full‑time, on‑site

Job Description:

You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-quality service delivery. In this role you will independently manage complex transactions, oversee end-to-end execution quality, and ensure the integrity of client data and processes. Successful candidates will have a strong track record in financial services client service, exceptional interpersonal skills, the ability to exercise sound judgement and manage competing priorities with increasing independence.

Key Responsibilities:

• Serve as a trusted point of contact to support client relationships and service interactions
• Own account maintenance ensuring client data and information is complete, accurate, and complies with regulatory requirements
• Independently manage complex transactions and non-standard service requests
• Ensure the integrity of client data and proactively resolve discrepancies
• Lead and track team projects, seeing them through to successful completion
• Work cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met
• Gather, input, and maintain key client information in the CRM (Salesforce)
• Generate and substantiate reports for meetings
• Mentor junior associates and be a model of values and quality of work

Core Capabilities:

• Drives forward with confidence – researches and identifies what needs to happen next and proactively moves requests forwards without needing to be asked
• Go-to resource - trusted point of contact for advisors, colleagues, and clients for increasingly complex matters
• Leads others -actively invests in the growth of junior team members; reviews others' work and provides meaningful guidance
• Raises the bar - consistently models firm values and sets the standard others follow; a positive and stabilizing presence on the team
• Masters the work -executes independently across all workflows and processes with minimal oversight

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3 - 6 years of experience in client service or administrative work in the financial services industry
• Series 65 or equivalent experience
• Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred