Job ID: 1792701
Reference Code: LH-Senior-Client Services Associate
Job Summary
We are seeking a Senior Client Services Associate for a direct hire opportunity in Bellevue, WA within the financial services industry. This role is ideal for a polished, detail-oriented client service professional who enjoys building relationships, supporting account activity, and ensuring clients receive responsive, accurate, and professional service.
The Senior Client Services Associate will support a client-facing team in a professional financial planning and advising environment. This opportunity offers the chance to join a collaborative workplace where strong communication, organization, accountability, and client care are highly valued. The right candidate will enjoy working with supportive leadership, contributing to a positive team culture, and playing an important role in delivering an exceptional client experience.
Key Responsibilities
- Serve as a primary point of contact for client inquiries, service requests, account questions, and follow-up needs.
- Build and maintain strong client relationships through timely, professional, and accurate communication.
- Prepare, review, process, and maintain client documentation, account updates, transactions, and records.
- Coordinate with internal teams and external partners to ensure client needs are addressed efficiently.
- Track open items, monitor deadlines, and follow through to ensure accurate and timely completion.
- Identify opportunities to improve service processes and enhance the overall client experience.
Compensation and Benefits
- Salary range: $85,000 to $100,000 per year.
- Direct hire opportunity.
- Location: Bellevue, WA.
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.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
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 day-to-day client service requests, account updates, documentation, and client follow-up.
- Coordinate account administration processes and ensure accurate client record maintenance.
- Support client-facing teams and leadership with operational, administrative, and relationship management needs.
- Communicate with clients, internal teams, and external partners to resolve requests and maintain service quality.
- 3+ years of experience in client services, customer support, account administration, financial services, insurance, or a related field.
- Strong written and verbal communication skills with a professional client service approach.
- Excellent organizational skills with the ability to manage competing priorities and deadlines.
- High attention to detail and a strong commitment to accuracy in documentation and account support.
- Ability to handle confidential client information with discretion and professionalism.
- Strong proficiency with Microsoft Office and business systems.
- Proactive, dependable, and comfortable working in a fast-paced professional services environment.
Preferred Qualifications
- Experience supporting clients in a professional services, financial services, wealth management, insurance, or financial planning environment.
- Prior experience preparing or processing client paperwork, account updates, or transaction-related documentation.
- Strong relationship management skills and the ability to anticipate client and team needs.