Client Support Services Associate — Wealth Management Operations

Job overview

Client Support Services Associate — Wealth Management Operations is an onsite role in Tukwila, WA. Pay is $52,000–$60,000 per year. The role supports financial advisor teams and helps them serve clients through accurate, timely account operations. The associate owns assigned service requests from intake through completion, coordinating account paperwork, transfers, cash movements, and operational questions while maintaining organized records and identifying process improvements.

What you'll do

• Process and track new account, account maintenance, transfer, cash movement, and service requests
• review requests for missing information
• communicate with advisor teams about questions and task status
• partner with Client Relationship Managers to gather client information and documentation
• research and resolve operational questions
• prepare account paperwork and DocuSign requests
• maintain records
• prioritize high-volume requests
• balance workload with other associates
• support advisor transitions and onboarding projects
• identify workflow improvements
• protect confidential client information.

What we're looking for

Skills & competencies

client support services associate

wealth management operations

tukwila wa

talent search pro

$52k–$60k/year

account servicing

new accounts

transfers

cash movements

docusign

financial advisor support

client records

process improvement

microsoft office

Work arrangement

• Weekend coverage required

About the employer

Talent Search PRO is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.