Client Services Operations Associate - Client Services

Client Services Operations Associate

Operations Associate, Client Service

Location: Seattle, WA (Hybrid)

Compensation: $80,000 - $100,000 base salary

Employment Type: Full-Time

About the Opportunity

We are a well-established, fast-growing wealth management firm serving high-net-worth individuals, families, and businesses across the country. Our firm operates with a genuine fiduciary mindset, and we have built our reputation on pairing sophisticated financial planning with a high-touch client experience. We have grown substantially in recent years, expanding our footprint through a mix of organic growth and strategic partnerships, and our Seattle team plays a meaningful role in that growth story.

This role sits at the intersection of client service and operations, and it is designed for someone who wants to learn the mechanics of wealth management operations from the ground up rather than manage from a distance.

The Role

We are looking for an Operations Associate, Client Service to support our Director of Client Service Operations. This is not a purely administrative role - it is a hands-on position for someone who wants to understand how our servicing team actually operates, where the friction points live, and how to design better processes as a result. The right person will move fluidly between strategic project work and day-to-day operational execution.

Day-to-Day Responsibilities

-      Partner directly with the Director of Client Service Operations on workflow improvement initiatives and the evaluation of new operating technology

-      Serve as the internal point of contact for projects tied to our custodial partners, keeping servicing teams aligned and issues moving toward resolution

-      Build genuine, hands-on fluency in core client service functions - account opening and maintenance, money movement requests, custodian communications, and CRM upkeep - and step in on these tasks as needed

-      Apply that firsthand operating knowledge to identify inefficiencies and design more effective processes for the servicing team

-      Lead the buildout of firm workflows within new and existing technology platforms, translating manual processes into streamlined, system-based solutions

-      Own and continuously improve process documentation, training guides, and reference materials for the client service team

-      Act as a key point of contact for workflow and system transitions whenever our firm brings on new teams through growth or partnership activity

-      Plan and lead onboarding and training sessions to bring incoming team members up to speed on our tools, workflows, and standards

Required Skills & Qualifications

-      Bachelor's degree in Finance, Business, Economics, or a related field

-      0-3 years of experience; internship or project-based experience in financial services is a plus

-      Strong proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

-      Hands-on CRM experience required; Salesforce experience strongly preferred

-      Prior experience working within a custodial platform required; experience with Charles Schwab and/or Fidelity strongly preferred

-      Strong written communication skills, with the ability to turn complex workflows into clear, accessible documentation

-      High attention to detail and comfort working with large data sets in a regulated environment

-      Comfortable operating with ambiguity and building processes from scratch

-      A natural collaborator who can earn trust with a team by rolling up their sleeves alongside them

Why This Role Stands Out

-      Join a growing, nationally recognized wealth management firm with real momentum behind it

-      Get exposure to both strategic project work and hands-on operational execution - rare for an early-career role

-      Direct mentorship from a Director-level leader, with visibility into firmwide initiatives

-      Hybrid schedule based out of our Seattle office

-      Competitive base salary plus a strong benefits package, including 401(k) with employer match, medical/vision coverage, and continuing education support

-      A genuine builder's seat - the opportunity to shape processes and training materials that the whole servicing team will use

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/26/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$80000 - $100000 USD per year