Top 5 Senior client services associate Jobs in Seattle, 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
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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
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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
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Senior Associate - Client Success
Baker Tilly Advisory Group, LP —Seattle, WA
- $83,820 - $127,120 a year
- Full-time
- Oracle
- Research
- Mid-level
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11h

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Client Service, Senior Associate

Freestone Capital Management -
Seattle, WA

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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.

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Refine Your Search

senior client services associate jobs in seattle, wa

Client Service, Senior Associate

Senior Client Relationship Associate - Seattle, WA (onsite)

Premier Senior Client Advisor

Sr. Client Portfolio Manager

Senior Associate - Client Success

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