International Search Consultants
Client Service Associate (CSA) – Bellevue, WA
Pay Range : $80,000 – $110,000 per year (Base). Additional details provided by International Search Consultants.
About the Role We’re seeking an experienced client service associate to join the Bellevue office. This role works closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The position is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. It is a high‑touch, relationship‑driven role supporting clients with $10M+ in investable assets.
Responsibilities
Partner with advisors and client service teams to provide day‑to‑day operational and servicing support for UHNW clients.
Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
Communicate directly with clients and custodians via phone and email in a professional, polished manner.
Assist with portfolio rebalancing, billing reviews, and report preparation.
Qualifications
Bachelor’s degree in Finance, Business, or related field.
5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience.
Demonstrated experience handling money movement, trading, or custodial transactions.
Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred.
Exceptional attention to detail and organizational skills in a fast‑paced setting.
Strong communication skills – able to correspond confidently with both clients and internal stakeholders.
Required Skills
Strong understanding of custodial operations.
Ability to manage high‑touch client relationships.
Proficiency in Salesforce and other relevant software.
Work in a collaborative, high‑performing environment that values growth, learning, and initiative. Long‑term opportunities for career development within client service or advisory paths.
Seniority Level Associate
Employment Type Full‑time
Job Function Finance
Benefits
Medical insurance
Vision insurance
401(k)
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About the Role We’re seeking an experienced client service associate to join the Bellevue office. This role works closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The position is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. It is a high‑touch, relationship‑driven role supporting clients with $10M+ in investable assets.
Responsibilities
Partner with advisors and client service teams to provide day‑to‑day operational and servicing support for UHNW clients.
Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements.
Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals.
Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing.
Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred).
Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed.
Communicate directly with clients and custodians via phone and email in a professional, polished manner.
Assist with portfolio rebalancing, billing reviews, and report preparation.
Qualifications
Bachelor’s degree in Finance, Business, or related field.
5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience.
Demonstrated experience handling money movement, trading, or custodial transactions.
Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred.
Exceptional attention to detail and organizational skills in a fast‑paced setting.
Strong communication skills – able to correspond confidently with both clients and internal stakeholders.
Required Skills
Strong understanding of custodial operations.
Ability to manage high‑touch client relationships.
Proficiency in Salesforce and other relevant software.
Work in a collaborative, high‑performing environment that values growth, learning, and initiative. Long‑term opportunities for career development within client service or advisory paths.
Seniority Level Associate
Employment Type Full‑time
Job Function Finance
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr