{"schemaVersion":"jobsearcher.job.v1","id":"17e96fa0fe8b0c8c932c7a71","url":"https://jobsearcher.com/jobs/17e96fa0fe8b0c8c932c7a71","canonicalUrl":"https://jobsearcher.com/jobs/17e96fa0fe8b0c8c932c7a71","title":"Client Services Associate","description":"Compensation: $65,000-$85,000\nLocation: Seattle, WA; Tacoma, WA; Los Angeles, CA; Columbia, MD\nSchedule: Full‑time, on‑site\n\nJob Description:\n\nYou will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients and delivering holistic, well-rounded care. This is an excellent opportunity to grow within the financial services industry with upward mobility across multiple career paths. Successful candidates will have strong client service and interpersonal skills, some custodial experience, and be able to thrive in a team environment with competing deadlines.\n\nKey Responsibilities:\n\nServe as a point of contact for routine client service requests and issues\nOwn account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians, and complying with regulatory requirements\nProcess money movements, facilitate trades, and handle ad hoc client requests\nWork cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met\nGenerate and substantiate reports for meetings\nGather, input, and maintain key client information in the CRM (Salesforce)\nLearn and consistently follow established firm processes, workflows and service standards\nSupport team projects\n\nCore Capabilities:\n\nExecutes with precision - delivers accurate, timely work in line with established processes\nLearns the craft - actively absorbs firm processes, workflows, and the fundamentals of client service; asks good questions and applies feedback to improve\nGets it done – completes tasks with consistency and care and communicates progress along the way\nBuilds trust - shows up with professionalism and reliability every day through strong interpersonal and communication skills\nSupports the team - coordinates internally, pitches in on projects, and contributes to a team that runs well together\n\nQualifications:\n\nBachelor’s degree in Finance, Accounting, Economics, or a related field\n1–3 years of client service or administrative experience within the financial services industry, including hands-on experience working with financial custodians and managing custodian-related processes.\nProficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred\nSeries 65 a plus","company":"Composition Wealth","rawCompany":"composition wealth","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-09-12T09:32:34.175Z","occupations":[{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Associate","description":"Compensation: $65,000-$85,000\nLocation: Seattle, WA; Tacoma, WA; Los Angeles, CA; Columbia, MD\nSchedule: Full‑time, on‑site\n\nJob Description:\n\nYou will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients and delivering holistic, well-rounded care. This is an excellent opportunity to grow within the financial services industry with upward mobility across multiple career paths. Successful candidates will have strong client service and interpersonal skills, some custodial experience, and be able to thrive in a team environment with competing deadlines.\n\nKey Responsibilities:\n\nServe as a point of contact for routine client service requests and issues\nOwn account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians, and complying with regulatory requirements\nProcess money movements, facilitate trades, and handle ad hoc client requests\nWork cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met\nGenerate and substantiate reports for meetings\nGather, input, and maintain key client information in the CRM (Salesforce)\nLearn and consistently follow established firm processes, workflows and service standards\nSupport team projects\n\nCore Capabilities:\n\nExecutes with precision - delivers accurate, timely work in line with established processes\nLearns the craft - actively absorbs firm processes, workflows, and the fundamentals of client service; asks good questions and applies feedback to improve\nGets it done – completes tasks with consistency and care and communicates progress along the way\nBuilds trust - shows up with professionalism and reliability every day through strong interpersonal and communication skills\nSupports the team - coordinates internally, pitches in on projects, and contributes to a team that runs well together\n\nQualifications:\n\nBachelor’s degree in Finance, Accounting, Economics, or a related field\n1–3 years of client service or administrative experience within the financial services industry, including hands-on experience working with financial custodians and managing custodian-related processes.\nProficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred\nSeries 65 a plus","datePosted":"2026-09-12T09:32:34.175Z","dateModified":"2026-09-12T09:32:34.175Z","hiringOrganization":{"@type":"Organization","name":"Composition Wealth","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"17e96fa0fe8b0c8c932c7a71"},"url":"https://jobsearcher.com/jobs/17e96fa0fe8b0c8c932c7a71"}}