Senior Client Services Advisor
2 weeks ago
About the Role Our client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you'll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and care. You'll partner closely with Client Advisors to provide seamless operational and administrative support while building trusted, long-term client relationships. From managing key projects to coordinating with investment, accounting, and operations teams, you'll help ensure that each client's needs are met with efficiency and excellence. You'll also play a hands-on role in managing client accounts and web portals, maintaining accurate documentation, and liaising with clients' external advisors — including CPAs and Estate Planning Attorneys — to deliver a truly holistic wealth management experience. Key Responsibilities Provide daily operational and administrative support to Client Advisors. Serve as the primary point of contact for client inquiries, resolving issues with professionalism and care. Build and maintain strong client relationships through proactive, white-glove service. Lead, organize, and track team projects from initiation through successful completion. Collaborate cross-functionally with investment, accounting, and operations teams to ensure seamless service delivery. Manage client web portals and educate clients on available tools and services. Coordinate with clients' outside advisors (CPAs, attorneys, and other professionals) to deliver integrated financial solutions. Oversee account maintenance for new and existing clients — including document preparation, custodian communication, and regulatory compliance. Qualifications Bachelor's degree (business or related field preferred). 5+ years of client service or administrative experience in the financial services industry. Series 65 license preferred. Proficiency in Microsoft Office Suite or Google Workspace; Salesforce experience a plus. What You Bring A strong passion for client service and relationship building. Excellent communication and interpersonal skills. Superior organizational and time management abilities. A proactive, adaptable, and detail-oriented mindset. Great place to work Unlimited PTO Lunch allowance for days in the office - $25.00 Hybrid 3/2 schedule Free Parking
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Senior Client Services Advisor
6 days ago
Seattle, WA, United States Ascendo Resources Full timeAbout the Role Our client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you’ll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and...
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Senior Client Services Advisor
6 days ago
Seattle, United States Ascendo Resources Full timeBase pay range $100,000.00/yr - $120,000.00/yr About the Role Our client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, youll be the heartbeat of the advisory team ensuring that every client interaction reflects the highest...
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Senior Client Services Advisor
1 week ago
Seattle, WA, United States Ascendo Resources Full timeAbout the Role Our client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, youll be the heartbeat of the advisory team ensuring that every client interaction reflects the highest standards of service, precision, and care....
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Senior Client Services Advisor
7 days ago
Seattle, United States Ascendo Resources Full timeAbout the RoleOur client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you’ll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and...
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Senior Client Services Advisor
2 weeks ago
Seattle, United States Ascendo Resources Full timeAbout the RoleOur client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you’ll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and...
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Senior Client Services Advisor
1 week ago
Seattle, United States Ascendo Resources Full timeAbout the RoleOur client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you'll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and...
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Senior Client Services Advisor
1 week ago
Seattle, United States Ascendo Resources Full timeAbout the RoleOur client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, you’ll be the heartbeat of the advisory team — ensuring that every client interaction reflects the highest standards of service, precision, and...
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Senior Wealth Advisor
2 weeks ago
Seattle, WA, United States International Search Consultants Full timeSenior Wealth Advisor – Multi-Family Office About the Opportunity A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the depth, resources, and holistic service platform...
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Senior Client Services Advisor
1 week ago
Seattle, United States Ascendo Resources Full timeAbout the RoleOur client is looking for a Client Services Professional who is passionate about delivering an exceptional client experience and thrives in a fast-paced, collaborative environment. In this role, youll be the heartbeat of the advisory team ensuring that every client interaction reflects the highest standards of service, precision, and care.Youll...
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Senior Client Service Associate
3 weeks ago
Seattle, United States International Search Consultants Full timeWe are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational COO of the team. This is a high?impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast?paced, UHNW?focused...
