Job ID: 1790956
Reference Code: LH-Senior-Client Services Associate
Job Summary
We are seeking a Senior Client Services Associate for a direct hire opportunity with a financial services organization in Bellevue, WA. This full-time role is ideal for a polished and highly organized client service professional with strong financial services experience, excellent communication skills, and the ability to manage client relationships, account activity, onboarding, and internal projects with accuracy and professionalism.
The Senior Client Services Associate will play a key role in delivering high-touch service to clients while supporting portfolio operations, account and cash management, process improvement, and team development. This is a strong opportunity for someone who values collaboration, continuous improvement, and long-term career growth in a supportive, team-oriented environment.
This organization offers a positive workplace culture built around commitment, collaboration, and professional development. Employees are encouraged to contribute ideas, mentor others, grow their skills, and take ownership of meaningful client service initiatives. The environment is professional, supportive, and engaging, with leadership that values teamwork, service excellence, and career advancement.
Key Responsibilities
- Manage client service operations related to client portfolios, account administration, cash management, and service workflows.
- Lead new client onboarding and implementation activities, ensuring accounts and services are established accurately and efficiently.
- Build and maintain strong client relationships by providing responsive, proactive, and professional service.
- Mentor and train new Associates, supporting team knowledge, consistency, and professional growth.
- Collaborate with internal teams to improve client communication, streamline processes, and promote best practices.
- Exercise sound judgment and discretion when handling confidential client information and sensitive financial matters.
Compensation and Benefits
- Salary range: $85,000 to $100,000 per year, depending on experience and credentials.
- Annual discretionary performance bonus.
- Medical, dental, vision, and prescription coverage.
- 401(k) matching.
- Life and disability insurance.
- Parental leave.
- Flexible spending benefits.
- 17 days of vacation.
- 10 paid holidays.
- Summer Fridays.
- Meal perks, company events, team celebrations, and additional workplace perks.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
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https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Required Qualifications and Skills
- Manage client onboarding, account implementation, and client service workflows.
- Support client portfolio administration, account management, and cash management processes.
- Build long-term client relationships through proactive communication and high-touch service.
- Mentor, coach, and train team members while contributing to process improvement initiatives.
- Bachelor’s degree required, preferably in Finance, Business, or a related field.
- Series 65 or equivalent required, or ability to obtain within 6 months of hire.
- 3+ years of client service experience in the financial services industry.
- Strong financial acumen and understanding of client service operations within wealth management, investment advisory, or related financial services environments.
- Ability to manage confidential information with integrity, discretion, and professionalism.
- Strong organizational, project management, and follow-through skills.
- Excellent written and verbal communication skills with a relationship-focused approach.
- Proven ability to manage multiple priorities, deadlines, and client service functions.
- Experience mentoring, coaching, or training team members.
- Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Proactive, collaborative mindset with a focus on continuous improvement and service excellence.
Preferred Qualifications
- Degree in Finance, Business, or a related discipline.
- Experience with Tamarac Reporting System.
- Experience with Schwab Advisor Center.
- Prior experience in a registered investment advisor, wealth management, or financial planning environment.