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Senior Wealth Ops and Client Services Lead
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-27
Listing for:
JCW Group
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
JCW Group seeks a Senior Client Service Associate to support a top-tier advisory team in a multi-custodian wealth management environment. Deliver exceptional client service, manage complex accounts, and coordinate across Schwab, LPL Financial, and Fidelity.
The role requires 4+ years in wealth management or RIA operations, strong organizational and communication skills, and experience with high-net-worth clients. Series 7/66 licenses are preferred but not required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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