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Senior Client Associate Jobs in Kent, WA (NOW HIRING)

Bessemer Trust Inc.

Associate Client Advisor

Seattle, WA · On-site

$80K - $100K/yr

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Kent, WA

Senior Client Associate information

See Kent, WA salary details

$32.7K

$83.8K

$150.1K

How much do senior client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for senior client associate in Kent, WA is $83,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,200.00 and $107,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What job categories do people searching Senior Client Associate jobs in Kent, WA look for? The top searched job categories for Senior Client Associate jobs in Kent, WA are:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Kent, WA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 16% Part Time, 1% Temporary, 6% Contract, and 1% Nights. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $83,761 per year, or $40.3 per hour.

Senior Client Service Associate

Vodia Ventures

Bellevue, WA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Senior Client Service Associate

Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of groundbreaking IPOs, helping fuel the technology revolution. Today, we proudly build on that forward-thinking legacy as one of the fastest-growing wealth management firms in the country, with over $8.5 billion in client assets and 26 locations across 14 states.

We serve the financial planning and investment strategy needs of high-net-worth individuals and family offices through institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital capabilities. Guided by our core values of stewardship, integrity, collaboration, curiosity, and innovation, our team shares a strong work ethic and a commitment to continuous innovation—always striving to elevate the client and advisor experience and create lasting value on behalf of those we serve.

About the Role

We are seeking a Senior Client Service Associate to join our dedicated wealth management team. This role is the operational heartbeat of the client experience, ensuring that the complex financial lives of our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients are managed with precision and white-glove service. The ideal candidate is able work within a team to manage our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range is $90,000 – $120,000 depending on experience, a discretionary bonus determined based on individual and team performance, and benefits including medical, dental, vision, a 401(k) plan, life insurance, short-term and long-term disability, health care and dependent day-care flexible savings accounts, transit, and parking programs and paid time off.

Key Responsibilities
  • Work closely with the advisor/team to support their clients
  • Work within a cross-functional framework where roles often overlap with client service and operations to ensure a seamless "family office" experience.
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new client account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the business, including Wealth Planning, Operations, Marketing
  • Ensuring that all Know Your Customer (KYC) standards are met and materials are organized in a consistent manner
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while meeting deadlines
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation
Personal Qualifications
  • Team-oriented, respectful, high integrity, humility
  • Growth-minded self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Candidate Requirements
  • BA/BS degree required, concentration in Accounting, Finance, Economics, or a related field preferred.
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Fidelity and Schwab
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Series certifications not required, but prefer a strong interest in obtaining a CFP® designation
  • Addepar experience, a plus
  • Salesforce experience, a plus
  • Highly proficient with Microsoft Office
  • Comfortable working in a fast-paced and deadline focused environment

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