Client Services Manager; Wealth Management

Wealth Management Associate / Operations Manager

Location:

Bellevue, WA (100% Onsite)

Compensation: $75,000 - $85,000 + Growth Opportunity

Industry: Wealth Management / Registered Investment Advisor (RIA)

Join a Growing Top-Tier Wealth Management Firm

Are you looking for an opportunity where you can make a meaningful impact, work directly with leadership, and play a key role in the growth of a high-performing wealth management practice?

Our Bellevue-based wealth management firm manages more than $1.2B in client assets, with approximately $2B firmwide across multiple offices. We're seeking a polished, client-focused professional who enjoys balancing relationship management, operational leadership, and strategic problem-solving.

This position is ideal for someone who has experience supporting financial advisors, high-net-worth clients, or business operations and is looking to take the next step in their career with greater responsibility and visibility.

• Serve as a trusted point of contact for clients and deliver a white-glove service experience
• Build strong, long-term relationships with high-net-worth individuals and families
• Participate in client meetings and assist advisors with meeting preparation, follow-up, and ongoing service needs
• Coordinate onboarding and account maintenance activities from start to finish

• Help oversee daily operations for a growing advisory practice
• Manage workflows, prioritize tasks, and ensure service requests are completed efficiently
• Coordinate with custodians, platform providers, and internal stakeholders
• Support process improvements that enhance both client experience and operational efficiency
• Assist with mentoring and supporting other team members as the firm continues to grow

• Review and process investment-related transactions
• Assist with portfolio administration, financial reporting, and cash management activities
• Support financial planning initiatives and client review preparation
• Help create market and investment-related reporting for advisors and clients
• Maintain accurate client records and CRM data

• 2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
• Experience supporting advisors and high-net-worth clients
• Strong organizational and project management skills
• Exceptional attention to detail and follow-through
• Excellent verbal and written communication abilities
• Ability to thrive in a fast-paced, client-focused environment

• Series 65, 66, 7, or 63 licensing (or interest in obtaining licensing)
• Experience with Schwab Advisor Center, Salesforce, Orion, eMoney, iRebal, or similar wealth management platforms
• Previous RIA, brokerage, private banking, or financial advisory experience

Work directly alongside experienced Wealth Advisors and leadership

Gain exposure to all aspects of a successful and growing wealth management business

Join a collaborative, close-knit team where your contributions are highly visible

Opportunity to take on leadership responsibilities and influence firm operations

Clear path for professional growth as the organization continues to expand

Be part of a respected advisory firm serving sophisticated, high-net-worth clients

This is an excellent opportunity for a motivated professional who enjoys both client interaction and operational leadership and wants to build a long-term career within a growing wealth management organization.

This is a Permanent position based out of Bellevue, WA.

The pay range for this position is $75000.00 - $85000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

401k match 6% Employee Benefits 100% paid, but do have to pay for additional family members.

This is a Permanent position based out of Bellevue, WA.

This position is anticipated to close on Nov 11, 2026.

This is a fully onsite position in Bellevue,WA.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any…