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CE
Preschool/Pre-K Lead Teacher
Cadence Education
ASHLAND, MA
- $20 to $26 USD / hour
…requirements, and partner with families and team members to support each child’s growth and…
Added just now
CE
Preschool Teacher
Cadence Education
ASHLAND, MA
- $18 to $23.4 USD / hour
- Support a positive, inclusive classroom environment where children are treated with dignity, respect, and care.
Added just now
CE
Preschool Lead Teacher
Cadence Education
Newton, MA
- $21 to $27.3 USD / hour
…requirements, and partner with families and team members to support each child’s growth and…
Added 2 mins ago
VH
Staff Psychologist - PCMHI
Veterans Health Administration
Chula Vista, CA
- $105,262 to $195,037 USD / year
Adheres to operational policies and procedures for the treatment team, Impact Unit, and MHCL, established by the VASDHS, the Associate Chief of Staff of the Mental Health Care Line, and the…
Added 2 mins ago
VH
VCS Assistant Canteen Chief- Pittsburgh PA
Veterans Health Administration
Pittsburgh, PA
- $57,780 USD / year
Operations Leadership: Support the daily operations of the Patriot CafÃ©, Patriot Retail, and/or Patriot Brew within the VA Medical Center.
Added 6 mins ago
TB
Associate Banker I Part Time 20hr (Hillcrest/Fresh Meadows)
TD Bank
Fresh Meadows, NY
- Part-time
…digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term…
Added 6 mins ago
Facilities & Security Operations Coordinator
HANAC, Inc.
Astoria, NY
Coordinate facilities activities and operational support systems.
Added 6 mins ago
KF
Logistics Coordinator
Kreher Farm Fresh Eggs
Wolcott, NY
- $24 USD / hour
Support production planning and regulatory compliance by maintaining run sheets, preparing operational reports, and ensuring documentation meets QA, USDA, audit, and business requirements.
Added 6 mins ago
CC
Associate Director of Residential Services - Administration
Catholic Charities of the Dioscese of Albany
Colonie, NY
- $62,400 USD / year
Join us in our mission as an Associate Director of Residential Services – Administration at Catholic Charities Disabilities Services.
Added 6 mins ago
Assurance Senior Associate [Commercial Services Group]
Cohnreznick LLP
NESCONSET, NY
Added 6 mins ago
Associate Personal Banker Mount Kisco Commons
Wells Fargo
MOUNT KISCO, NY
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking…
Added 6 mins ago
Care Coordinator Specialist
HealthAlliance
Margaretville, NY
…referral management, scheduling coordination, and administrative support for the Hudson Valley Rural Cancer Prevention and Follow-Up Network. The position works closely with patients,…
Added 6 mins ago
Personal Banker Elmhurst DeNovo
Wells Fargo
FOREST HILLS, NY · ELMHURST, NY
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking…
Added 6 mins ago
GH
Ultrasound Clinical Applications Specialist Point of Care
GE HealthCare
Remote, United States
- $92,000 to $138,000 USD / year
As the Point of Care Ultrasound (POCUS) Clinical Applications Specialist, you will deliver clinical and operational expertise by providing excellent education and training support for the…
Added 6 mins ago
Fleet Mechanic Coordinator
Essex County Dept. of Personnel
Elizabethtown, NY
The work involves responsibility for performing a variety of administrative, clerical, and technical support duties in the Road Machinery Division of the Department of Public Works. The…
Added 6 mins ago
Branch Operations Lead - Center Moriches, NY
JPMorgan Chase
Center Moriches, NY
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates…
Added 6 mins ago
Care Coordinator Specialist
HealthAlliance
Margaretville, NY
…referral management, scheduling coordination, and administrative support for the Hudson Valley Rural Cancer Prevention and Follow-Up Network. The position works closely with patients,…
Added 6 mins ago
EVS/Housekeeping Manager - Evenings - Suffern, NY
Compass Group, North America
Suffern, NY
Summary: As an Operations Manager, you are responsible for assisting in directing and overseeing the support services operational needs of the department. You will coordinate the tasks of…
Added 7 mins ago
Sales Specialist
Bridgestone Americas
Brockport, NY
Support merchandising, inventory, and daily store operations.
Added 7 mins ago
Systems Analyst II
NBT Bank
Norwich, NY
…information needs of the business units supported. Delivers support to end users in analyzing data, troubleshooting or identifying improvements. Participates in defining requirements and…
Added 7 mins ago
NL
Per Diem - Clerical Services Associate, Dialysis at Home
NYU Langone Medical Center
Mineola, NY
- $21.26 to $31.07 USD / hour
We have an exciting opportunity to join our team as a Per Diem - Clerical Services Associate, Dialysis at Home.
Added 7 mins ago
B&
Retail Store Associate - Part Time
Barnes & Noble Education
AMHERST, NY
- $16.5 to $24.75 USD / hour
- Part-time
…life and learning. Through exceptional customer service and operational excellence, our team members create welcoming retail experiences that engage students, support faculty, and build…
Added 7 mins ago
EVS/Housekeeping Manager - Evenings - Newburgh, NY
Compass Group, North America
NEWBURGH, NY
Summary: As an Operations Manager, you are responsible for assisting in directing and overseeing the support services operational needs of the department. You will coordinate the tasks of…
Added 7 mins ago
PT
Feeder Associate
PDS Tech Commercial
East Syracuse, NY
- $16 to $19.85 USD / hour
…distribution industry to bring you an exciting opportunity as a Feeder Associate. In this pivotal role, you'll help keep the supply chain moving smoothly, ensuring that goods reach their…
Added 7 mins ago
B
Customer Experience Lead - Full Time
Burlington
Kingston, NY
- $17 USD / hour
- Full-time
…for our customers. You’ll help drive front-end operations, support associates during your shift, and ensure the sales floor is organized, stocked, and ready to serve our…

Aston Carter

Client Service And Operations Associate

Bellevue, WA, United States

$75,000 to $85,000 USD / year

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Job details

Pay: $75,000 to $85,000 USD / year
Education: Bachelor’s degree
Experience: 2 to 5+ years of experience in operations, client service, wealth management, financial services, or another professional environment with significant operational responsibilities.
Posting language: English
Posted: Nov 3, 2026

Original job description

Job Description: Client Service and Operations AssociateA growing wealth management firm in Bellevue, WA is seeking a RIA Client Service and Operations Manager to support client service, operations, and administrative functions for an office of approximately five team members. This full-time, onsite role runs Monday through Friday from 8:00 a.m. to 4:30 p.m. and is a direct placement opportunity. This position is well suited for someone who enjoys a mix of client service, operations, and leadership responsibilities and wants to play an important role on a small team. While candidates with wealth management and RIA experience are strongly encouraged to apply, the firm is also open to professionals from broker-dealers, wirehouses, private banking, and other financial services environments. Candidates holding Series 7, 63, 65, or 66 licenses are encouraged to apply. The firm is also open to speaking with individuals whose experience has been gained outside of financial services. Candidates with strong operations backgrounds, experience supporting senior executives or leadership teams, and a track record of managing complex processes and projects may also be successful in this role. In this role, you will support client service and account operations for a registered investment advisory firm with more than $1.2 billion in assets under management and a client base of 200500 relationships while helping drive day-to-day operations and supporting the continued growth of the business.Responsibilities

Support client service and account operations for a large registered investment advisory practice managing over $1.2 billion in assets and serving 200500 clients.
Review an average of 15 solicited and discretionary trades per day, including block trades, ensuring accuracy, compliance, and timely settlement.
Craft proprietary daily market research reports and present findings directly to Wealth Advisors to support investment and planning decisions.
Perform cash management activities across the client book in compliance with anti-money laundering regulations and firm policies.
Prepare accurate client-facing financial reports and assist advisors with preparation for client review meetings.
Assist in the preparation and review of federal tax returns for high-net-worth clients using appropriate tax software and tools.
Serve as the primary point of contact for a select group of clients, functioning as their Wealth Management Associate.
Deliver exceptional client service by anticipating client needs, proactively addressing concerns, and resolving issues efficiently.
Participate in client meetings and present ideas and concepts in a clear, organized, and effective manner.
Prepare meeting materials, summaries, and documentation, and manage post-meeting action items to ensure timely follow-up.
Oversee the gathering, organization, and maintenance of client information and ensure data integrity within the CRM system.
Assist in developing and implementing financial plans, leveraging financial planning tools and analysis to support client financial decisions.
Oversee the new client onboarding process, including account opening, documentation, and initial setup, and manage ongoing account maintenance.
Provide leadership within the client service and operations team, including mentoring colleagues, delegating tasks, and managing workflow.
Contribute to continuous improvement of operational processes and procedures to enhance efficiency, accuracy, and client satisfaction.

Essential Skills

2 to 5+ years of experience in operations, client service, wealth management, financial services, or another professional environment with significant operational responsibilities.
Experience in a registered investment advisory (RIA), wealth management, broker-dealer, private banking, or similar environment is preferred but not required.
Series 7, 63, 65, or 66 licenses are a plus.
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
Ability to prepare client-facing reports and support meeting preparation and follow-up activities.
Experience supporting senior professionals, executives, advisors, or leadership teams.
Strong communication and relationship-building skills.
Ability to present ideas and information clearly and professionally.
Excellent attention to detail and commitment to accuracy.
Experience maintaining information across CRM platforms and business systems.
Leadership capabilities, including mentoring, delegation, workflow management, and operational oversight.
Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.

Additional Skills & Qualifications

Experience using Schwab Advisor Center for custodial and account operations.
Familiarity with iRebal for portfolio rebalancing and trade management.
Experience with Orion and Albridge for portfolio reporting and performance measurement.
Proficiency with eMoney for financial planning and analysis.
Experience using Salesforce or a similar CRM platform to manage client information and workflows.
Knowledge of Drake Tax Software for tax preparation and review.
Experience with QuickBooks for basic accounting and financial recordkeeping.
Bachelors degree required; MBA or other advanced degree is a plus.
Ability to work effectively in a small team environment.
Experience working closely with senior leadership or executive teams.
Demonstrated ability to improve processes, manage projects, and support business operations.
Comfort presenting market research, financial concepts, and planning strategies to advisors and clients.

Work Environment This position is based in Bellevue, WA and works onsite Monday through Friday from 8:00 a.m. to 4:30 p.m. You will join a team of approximately five employees and work closely with advisors, leadership, and clients on a daily basis. Because of the size of the office, team members are given a high level of responsibility and exposure to multiple aspects of the business, including client service, operations, financial planning support, and business administration. The firm operates multiple offices, including locations such as Denver and Houston, and manages more than $2 billion in assets. This role offers the opportunity to contribute directly to a growing organization while working alongside experienced professionals in the wealth management industry. Job Type & LocationThis is a Permanent position based out of Bellevue, WA. Pay and BenefitsThe pay range for this position is $75000.00 - $85000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.401k match 6% Employee Benefits 100% paid, but do have to pay for additional family members. Job Type & LocationThis is a Permanent position based out of Bellevue, WA. Application DeadlineThis position is anticipated to close on Nov 9, 2026. Workplace TypeThis is a fully onsite position in Bellevue,WA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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