Client Associate

We are partnering with a Seattle-based wealth management firm supporting high-net-worth individuals and families, and they’re looking to add a Client Associate to their growing team.

This is an incredible opportunity for someone who thrives in a high-touch, client-first environment and enjoys being a key support partner to Advisors and Client Managers.

Details:
- Compensation: $65,000–$75,000 base
- Location: Seattle, WA (fully in-office)
- Benefits: Full benefits package (medical, dental, vision + more)

What you’ll be doing:
- Supporting Client Managers & Advisors with day-to-day client needs
- Coordinating money movements (wire transfers, journals, capital calls, etc.)
- Maintaining accurate client records in CRM
- Supporting compliance processes and ensuring accuracy across records

Experience Required:
- Client service/admin experience in wealth management, banking, finance, or professional services
- Highly organized, detail-oriented, and proactive
- Strong communication skills with a polished, professional presence
- Comfortable handling confidential financial information with discretion

If you’re someone who loves being the “go-to” person, takes pride in execution, and wants to join a team that values culture and service — this could be a great fit.

Send your resume to: scs@seattlecorporatesearch.com to apply!