Top 7 Senior client services associate Jobs in Bellevue Wa

Client Service, Senior Associate
Freestone Capital Management —Seattle, WA
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Senior Client Executive (Employee Benefits)
IMA Financial Group —Bellevue, WA
- $160,000 - $220,000 a year
- Mentoring
- Senior level
- 10 years
- Health savings account
- AD&D insurance
Quick Apply
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Senior Client Relationship Associate - Seattle, WA (onsite)
EP Wealth Advisors, LLC —Seattle, WA
- $60,500 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
Premier Senior Client Advisor
USI Holdings Corporation —Seattle, WA
- $70,000 - $100,000 a year
- Hybrid work
- 8 years
- High school diploma or GED
- Children
- Wellness program
- Health savings account
Sr. Client Portfolio Manager
Washington Trust Bank —Bellevue, WA
- $188,253 - $282,471 a year
- Research
- Office
- Finance
Quick Apply
Sr. Technical Program Manager, Devices Sales & Customer Experience (DCSX)
Amazon.com Services LLC —Seattle, WA
- $148,700 - $201,200 a year
- Full-time
- Office
- 3 years
- Product management
- AD&D insurance
- Health insurance
14d

More jobs to discover

Find similar jobs that you might be interested in.

Senior Client Executive (Employee Benefits)
IMA Financial Group —Bellevue, WA
And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
$160,000 - $220,000 a year
Quick Apply
Supply Chain and Engineering– Software Defined Vehicle (SDV) Go-To-Market, Senior Manager / Associate Director
Accenture —Redmond, WA
Bachelor’s degree required; engineering, computer science, or technical degree preferred. Serve as a trusted advisor to client stakeholders, including…
$122,700 - $271,000 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Marion, OH
Valid driver's license, reliable transportation, and auto insurance. Answers incoming phone calls; checks branch’s voicemail. High school diploma or equivalent.
$36,000 a year
JPMorgan Wealth Management - Client Service Leader, Senior Associate
JPMorganChase —Westerville, OH
Foster and develop partnerships across the enterprise. Proven experience in a leadership capacity, ability to motivate and develop at an individual and team…
5d

Show more jobs in cities nearby

I want to receive the latest job alert for senior client services associate in bellevue wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior client services associate jobs near bellevue wa

Senior Program Manager jobs in Seattle, WA

Senior Program Manager jobs in Berlin, NJ

Senior Program Manager jobs in Phoenix, AZ

Senior Program Manager jobs in Everett, WA

Senior Living jobs in Grand Rapids, MI

Senior Program Manager jobs in Minnetonka, MN

Wic Program jobs in Georgia

Belmont Village Senior Living jobs in Chicago, IL

Senior Living jobs in Denver, CO

Senior Benefits Analyst jobs in New York, NY

Senior Benefits Analyst jobs in Newington, NH

Senior Benefits Analyst jobs in Texas

Senior Administrative Assistant jobs in New York, NY

Senior Benefits Analyst jobs in Houston, TX

Jobs For Senior Citizens jobs in Honolulu, HI

Senior Client Associate jobs in New York State

Senior Living Server jobs in Denver, CO

Senior Client Associate jobs in Raleigh, NC

Retail Sales Associate jobs in Yonkers, NY

Senior Client Associate jobs in New York, NY

Client Service, Senior Associate

Freestone Capital Management -
Seattle, WA

Quick Apply

Job Details

Full-time
$85,000 - $100,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Prescription drug insurance

Qualifications

Customer communication
Managing clients in a customer support role
Bachelor's degree

Full Job Description

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role

We are seeking an accomplished Senior Associate in Client Service to join one our team. The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction. Freestone is committed to your professional development and offers a path for career advancement within the organization.

This is a full-time, hybrid role, at our Seattle headquarters.

Key Responsibilities

Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements.
Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices.

Qualifications & Skills

Bachelor's degree required (Finance or Business degree preferred).
Series 65 (or equivalent) or ability to obtain upon hire within 6 months.
3+ years of client service experience in the financial services industry.
Ability to handle confidential information with discretion and integrity.
Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills.
Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences.
Experience mentoring, coaching, and training team members to enhance knowledge and performance.
A proactive mindset with a focus on continuous improvement and collaboration.
Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Why Join Us?

Depending on your level of experience and credentials, competitive base salary starting at: $85,000 – $100,000. This role is also eligible for an annual discretionary performance bonus.
Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays.
Meal perks, company events, team celebrations, and more.
A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.

Our Core Values

Commitment: You bring passion, integrity, and energy to everything you do.
Collaboration: Working together makes us stronger, smarter, and more innovative.
Continuous Improvement: We're all about growth—both for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

Quick Apply

Refine Your Search

senior client services associate jobs in bellevue wa

Client Service, Senior Associate

Senior Client Executive (Employee Benefits)

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Senior Client Relationship Associate - Seattle, WA (onsite)

Premier Senior Client Advisor

Sr. Client Portfolio Manager

Sr. Technical Program Manager, Devices Sales & Customer Experience (DCSX)

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for senior client services associate in bellevue wa

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected