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Research Grants Specialist II
ULSA University of Louisville
United States
The University of Louisville is seeking a Research Grants Specialist II. The position will direct all day-to-day operations of multiple large research projects, which will primarily be…
Added 1 min ago
Assistant Branch Manager
QXO
Taylor, MI
As an Assistant Branch Manager at QXO, you’ll support daily operations, lead the team, and ensure safety and service excellence.
Added 1 min ago
Assistant Branch Manager
QXO
Kingston, MA
As an Assistant Branch Manager at QXO, you’ll support daily operations, lead the team, and ensure safety and service excellence.
Added 9 mins ago
UR
Floor Supervisor- Full Time
USA-PVH RETAIL STORES LLC
Retail TH Cabazon, CA
- Full-time
Confidence in leading by example, resolving issues in the moment, and supporting daily operations
Added 12 mins ago
PT Support Associate - Seasonal
Tory Burch LLC
Naples, FL
…(just to name a few) and supportive Retail Leaders are there to support you each step of the…
Added 15 mins ago
MGR, FACILITIES
Compass Group
CLEBURNE, TX
…Facilities Maintenance & Engineering, ESG Programming, Laboratory Support Services, Janitorial & Industrial Cleaning, Landscaping & Grounds Management, Workplace Solutions and Managed…
Added 15 mins ago
CG
ROUTE ANALYTICS MANAGER - HOUSTON, TX
Compass Group
KATY, TX
- $60,000 to $65,000 USD / year
…ensure efficient, cost-effective, and customer-focused route operations. This highly analytical role leverages data, performance metrics, and business insights to optimize route efficiency,…
Added 15 mins ago
Shift Leader, Engines Manufacturing - Assembly (B Shift)
Blue Origin Personnel, LLC
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This role is part of Blue Origin Operations, which is comprised of Integrated Supply Chain, Test Operations, Safety, Quality, and Mission Assurance. This includes Manufacturing and Supply…
Added 17 mins ago
UW
Mammography Technologist Full Time
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Lead Certified Midwife (CM/ CNM)
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Collaborates with Associate Medical Director and CX team members to facilitate care management for patients who need additional support and medical care
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VI
Electronics Process Technician
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Carlsbad, CA
- $32.21 to $60.34 USD / hour
…you're ready to take on something new, you'll find leaders who support your development and help you turn your ambition into…
Added 22 mins ago
Warehouse Associate
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Less than 2 years of experience in warehouse support, distribution operations, shipping, receiving, inventory control, material handling, or a related field required.
Added 23 mins ago
WF
E-Commerce Associate Team Leader (In-Store Shopper Assistant Department Manager)
Whole Foods Market
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- $21.55 to $35 USD / hour
The Associate Team Leader (ATL) for E-Commerce supports the grocery delivery and pick-up experience for our customers. This role requires a talented, resilient leader with accountability…
Added 25 mins ago
WS
(USA) Emerging Store Manager - SC
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- $85,000 to $120,000 USD / year
store operations environment. The Emerging Store Manager (ESM) will train and develop across many areas of store operations, including
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WI
(USA) Front End Coach
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…collaborating with all levels of associates regarding store operations utilizing technology business initiativesmerchandising and company direction introducing and leading company change…
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(USA) Asset Protection Operations Coach
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Cybersecurity for Systems and Networks, Department of Cybersecurity - Adjunct Faculty
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Monitor student participation and academic progress using available learning analytics and proactively identify learners who may need additional support.
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Sr. IT SAP Systems Engineer
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Support SAP Data Services, BOBJ, MII, and SCM technical operations.
Added 28 mins ago
Associate Director, Student Leadership and Campus Involvement
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Business Office Manager - Surgical Center of the Treasure Coast
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Associate Director, MS GSCM
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Associate Director, Specialized Master’s Programs.
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Added 41 mins ago
Field Coordinator I- Sr (CP)
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Support emergency and storm operations during critical restoration periods.
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Security Officer Part Time Unarmed Patrol Associate
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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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