Senior Client Service Associate
composition wealthSeattle (WA)
About the role
Job Description:
You will serve as a key point of contact supporting client relationships and service interactions, providing operational leadership and high-quality service delivery. In this role you will independently manage complex transactions, oversee end-to-end execution quality, and ensure the integrity of client data and processes. Successful candidates will have a strong track record in financial services client service, exceptional interpersonal skills, the ability to exercise sound judgement and manage competing priorities with increasing independence.
Key Responsibilities:
Serve as a trusted point of contact to support client relationships and service interactions Own account maintenance ensuring client data and information is complete, accurate, and complies with regulatory requirements Independently manage complex transactions and non-standard service requests Ensure the integrity of client data and proactively resolve discrepancies Lead and track team projects, seeing them through to successful completion Work cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met Gather, input, and maintain key client information in the CRM (Salesforce)Generate and substantiate reports for meetings Mentor junior associates and be a model of values and quality of work Core Capabilities: Drives forward with confidence – researches and identifies what needs to happen next and proactively moves requests forwards without needing to be asked Go-to resource - trusted point of contact for advisors, colleagues, and clients for increasingly complex matters Leads others - actively invests in the growth of junior team members; reviews others' work and provides meaningful guidance Raises the bar - consistently models firm values and sets the standard others follow; a positive and stabilizing presence on the team Masters the work - executes independently across all workflows and processes with minimal oversight
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field 3 - 6 years of experience in client service or administrative work in the financial services industry Series 65 or equivalent experience Proficient using Microsoft Office Suite (Word, Excel, Power Point, Outlook); Salesforce experience preferred Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.
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