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Client Experience Manager Jobs in Bothell, WA (NOW HIRING)

Watrust

Sr. Client Portfolio Manager

Bellevue, WA · On-site

$150 - $230/hr

Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts ... Experienced in client service, including but not limited to identifying and meeting client needs ...

New

Bank of America

Private Client Advisor II

Seattle, WA · On-site

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Mainspring Wealth Advisors LLC

Be Seen First

Client Support Services Associate

Tukwila, WA · On-site

$52K - $60K/yr

... experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office ...

Epiq

Client Services Senior Project Manager

Seattle, WA · On-site

$105K - $115K/yr

Successful candidates will possess strong project management experience, exceptional relationship-building skills, and the ability to manage demanding, high-visibility client engagements in a fast ...

TERRACON

Senior Client Development Specialist

Lynnwood, WA · On-site

$103K - $138K/yr

Has the experience and know-how to facilitate strategy meetings for both client and major project pursuits. * Oversees the process of managing and reporting client development results. This includes ...

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All JobsClient Experience JobsClient Experience Manager JobsClient Experience Manager Jobs in Bothell, WA

Client Experience Manager information

See Bothell, WA salary details

$31.3K

$65K

$117.4K

How much do client experience manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client experience manager in Bothell, WA is $64,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $68,800.00 per year, depending on experience, location, and employer.

What does a client experience manager do?

A client experience manager develops processes for each step of the customer lifecycle. Their responsibilities are to build relationships with clients and seek feedback in order to improve the overall client experience on behalf of a company or brand. A client experience manager also oversees the client experience (CX) team, making sure that each team member is efficient and effective in the resolution of customer issues. The qualifications you need include a bachelor’s degree in a relevant field as well as experience.

What are the key skills and qualifications needed to thrive as a client experience manager?

To thrive as a Client Experience Manager, you need a solid understanding of customer service principles, project management, and client relationship building, often supported by a degree in business or a related field. Familiarity with CRM software, customer feedback tools, and data analytics platforms is typically required. Exceptional communication, problem-solving, and leadership skills enable you to proactively address client needs and foster loyalty. These competencies drive customer satisfaction, retention, and the overall success of the organization.

How does a client experience manager typically collaborate with other departments to enhance customer satisfaction?

Client Experience Managers frequently partner with teams such as sales, product development, and customer support to identify pain points and streamline the client journey. They facilitate cross-functional meetings, gather and analyze client feedback, and work with internal stakeholders to implement improvements. This collaborative approach ensures that the client’s voice is represented in company decisions and that solutions are delivered efficiently, ultimately strengthening long-term client relationships.

What is the difference between Client Experience Manager vs Customer Service Manager?

AspectClient Experience ManagerCustomer Service Manager
Primary FocusEnhancing overall client experience and satisfactionManaging customer support and service operations
Work EnvironmentStrategic roles, often cross-departmentalOperational, frontline customer support teams
Required CredentialsRelevant experience in customer relations, marketing, or salesCustomer service experience, leadership skills
Industry UsageUsed across industries focusing on client retentionCommon in retail, hospitality, and service sectors

The Client Experience Manager focuses on strategic initiatives to improve the overall client journey, while the Customer Service Manager oversees daily support operations. Both roles require customer relations skills but differ in scope and responsibilities.

More about Client Experience Manager jobs

What job categories do people searching Client Experience Manager jobs in Bothell, WA look for?

The top searched job categories for Client Experience Manager jobs in Bothell, WA are:

What cities near Bothell, WA are hiring for Client Experience Manager jobs?

Cities near Bothell, WA with the most Client Experience Manager job openings:

Client Experience Manager jobs near you
Infographic showing various Client Experience Manager job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $64,990 per year, or $31.2 per hour.

Client Service Operations Manager - Wealth Management

Coldstream Wealth Management

Bellevue, WA • On-site

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description


Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!
Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.
This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.
We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.
Specific responsibilities include:
  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

Experience and Skills
  • 5-10 years of progressively responsible experience in the wealth management industry, including training/oversight/mentorship of client service team members or interns
  • A Bachelor's degree
  • Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense)
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred Excellent written and verbal communication skills
  • Strong organizational, prioritization, and delegation abilities with consistent attention to detail
  • Demonstrated commitment to a positive client experience

Job Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $100k - $140k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland and Bend, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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