Senior Client Services Advisor
1 week ago
Base 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 standards of service, precision, and care. Youll 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, youll help ensure that each clients needs are met with efficiency and excellence. Youll 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 Bachelors 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 Free Parking Referrals increase your chances of interviewing at Ascendo Resources by 2x. Seniority level Associate Employment type Full?time Job function Finance Industries Financial Services, Investment Management, and Investment Advice #J-18808-Ljbffr
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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
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
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
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
2 weeks 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
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 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, 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
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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...
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Senior Client Services Advisor
2 weeks 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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Client Service, Senior Associate
1 week ago
Seattle, WA, United States Freestone Capital Management Full timeWho We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 120 professionals, we are...
