Client Relations Associate | Advisor Support Role
2 weeks ago
Be the reason clients stay—and advisors grow. Some firms talk about "client experience." Others quietly build systems that make it exceptional every single day. At Elevated Wealth Management, this role sits at the center of that difference. We're hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational backbone for our advisors. If you take pride in precision, relationships, and being the person everyone relies on to keep things moving, this is a seat with real influence—not a support afterthought. The Opportunity This is not a "front desk + paperwork" role. You'll be the connective tissue between clients, advisors, and operations—making sure nothing falls through the cracks as the firm grows. When clients call, they feel taken care of. When advisors meet with clients, everything is ready. When new business comes in, it moves forward cleanly. Your work protects trust, momentum, and reputation. Compensation & What You Get (Up Front) Base Salary: $65,000–$75,000 Performance-Based Bonuses tied to accuracy, responsiveness, and team outcomes Stable, growth-oriented firm with long-term client relationships—not transactional chaos Clear expectations and structure Direct exposure to advisors and leadership, not buried in layers What You'll Own Act as a primary point of contact for clients—calls, scheduling, follow-ups, and coordination Maintain clean, accurate records in Redtail CRM so advisors always have context Support case management and new business processing, ensuring paperwork is complete and timely Track leads, activity, and follow-ups, keeping advisors focused on relationships—not admin Coordinate seminars and client events (RSVPs, prep, post-event follow-up) Maintain a professional, welcoming office experience for every client interaction Handle core administrative workflows (files, scanning, mailing, organization) with precision The Kind of Person Who Thrives Here You're calm under pressure, naturally organized, and take pride in being dependable. You don't need hand-holding—but you do value clear processes. You enjoy working with people, but you're just as satisfied closing loops and keeping systems clean. You care about doing things right the first time. Next Step If you're looking for a role where your work genuinely matters—and where doing things well is noticed—apply now to start a confidential conversation about joining Elevated Wealth Management.
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Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow. We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational backbone for our advisors. If you take pride in precision, relationships, and being the person everyone relies on to keep things moving, this is a seat with real influence—not a support...
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Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow. Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day. At Elevated Wealth Management , this role sits at the center of that difference. We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the...
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Renton, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow.Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day.At Elevated Wealth Management, this role sits at the center of that difference.We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational...
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Renton, United States Magellan Financial & Insurance Services, Inc. Full timeBe the reason clients stay—and advisors grow.Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day.At Elevated Wealth Management, this role sits at the center of that difference.We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational...
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Client Relations Associate
3 weeks ago
Renton, WA, United States Magellan Financial & Insurance Services, Inc. Full timeClient Relations Associate Elevated Wealth Management is looking for a Client Relations & Advisor Representative to join our expanding team. This position plays a key role in delivering an exceptional client experience while providing essential support to our advisors and operations team. If you enjoy connecting with people, staying organized, and...
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Client Relations Associate
3 weeks ago
Renton, United States Magellan Financial & Insurance Services, Inc. Full timeClient Relations Associate Elevated Wealth Management is looking for a Client Relations & Advisor Representative to join our expanding team. This position plays a key role in delivering an exceptional client experience while providing essential support to our advisors and operations team. If you enjoy connecting with people, staying organized, and...
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Associate Financial Advisor
3 weeks ago
Bothell, WA, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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Associate Financial Advisor
2 weeks ago
Seattle, WA, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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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, 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 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...
