Jobs in the United States

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Added 2 mins ago
Workday Certified Data Lead
Accenture LLP Company
United States
This role requires to be onsite 3 days per week in local office · If Associate’s Degree must have equivalent minimum 6 year of work experience
Added 2 mins ago
Data Science Research Specialist
Accenture LLP Company
NY
(If Associate’s Degree, must have minimum 6 years work experience)
Added 2 mins ago
Workday Integration Senior Analyst
Accenture LLP Company
United States
This role will require a minimum of 3 days per week in the office · If Associate's degree, must have a minimum of 6 years of work experience
Added 2 mins ago
Technical Architect & Delivery Lead
Accenture LLP Company
United States
This is a hybrid role requiring four days per week in the office · (If Associate Degree, must have minimum 6 years work experience.)
Added 2 mins ago
AF
Python Support Engineer - 6603188
Accenture Flex LLC Company
United States
- $61 to $71 USD / hour
This role requires being onsite 3 days per week with the client in Dallas, TX
Added 2 mins ago
Snowflake Advanced AI Solution Lead
Accenture LLP Company
NY
(If Associate’s Degree, must have minimum 6 years work experience)
Added 2 mins ago
BI
Fragrance Associate - Full Time - Mt Pleasant
Belk, Inc.
Mt. Pleasant, SC
- Full-time
…experience by providing excellent service through building client relationships, performing product demonstrations, and offering customized recommendations across multiple fragrance brands.…
Added 3 mins ago
OPERATIONS MANAGER (EVS) - Rosedale, MD
Compass Group
Rosedale, MD
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 3 mins ago
FACILITIES JANITORIAL MANAGER
Compass Group
CHICAGO, IL
Working as the Facilities Manager, you are responsible for assisting with the overall management and operations of the healthcare facility ensuring that services offered to the customers is…
Added 3 mins ago
DIR, DINING SERVICES II - Gourmet Dining - Newark, NJ
Compass Group
Newark, NJ
Ability to communicate on various levels to include management, client, customer and associate levels
Added 3 mins ago
MS
Billing Specialist - Tempe, AZ
Mindful Support Services
Tempe, AZ
- $18 USD / hour
Complete daily claims submissions, insurance billing activities, and client account research.
Added 3 mins ago
Banquet and Catering Manager
Compass Group
LEXINGTON, KY
Working as a Food Service Manager, you are responsible for overseeing day-to-day operations for a corporate dining account. You will manage and lead a team of associates. You will be…
Added 3 mins ago
CG
BARISTA (PART TIME)
Compass Group
Milwaukee, WI
- $12 to $15 USD / hour
- Part-time
…career path, safety, and success as top priority, and to our client to provide top quality food product and service to our customers and…
Added 3 mins ago
Assistant Café Manager
Compass Group
MOUNTAIN VIEW, CA
…closely alongside the Café Manager, you will oversee the daily operations of the café, with a particular focus on the development, and performance management of our valued team members. You…
Added 4 mins ago
Institution Banking Shared Services Product Owner
UMB Bank
Kansas City, MO
This experienced product leader translates business, operational, client, risk, and technology needs into a clear product vision, roadmap, and prioritized delivery plan. The role owns…
Added 5 mins ago
Manager, Key Accounts
Breakthru Beverage California, LLC
United States
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access.
Added 6 mins ago
WR
WEDDING & EVENTS COORDINATOR I
Wine Road Vintners
Temecula, CA
- $26 USD / hour
Must have a minimum of 4 years of wedding sales and coordinating related experience · Must have exceptional grooming standards that are consistent with company guidelines including apparel and footwear
Added 6 mins ago
AC
Logistics Clerk
Aston Carter
Decatur, IL
- $20 to $22 USD / hour
Logistics Coordinator / Shipping Operations Specialist
Added 7 mins ago
Director, Emergency Management and Preparedness
Chemonics International Inc
Remote, United States
The Director, Emergency Management and Preparedness, [California], leads Chemonics' market development, client engagement, and strategic positioning across the state's emergency management…
Added 8 mins ago
Mental Health Specialist VI
TX-HHSC-DSHS-DFPS
TERRELL, TX
…obligations for disaster response and/or recovery or Continuity of Operations (COOP) activation. Such participation may require an alternate shift pattern assignment and/or…
Added 9 mins ago
Public Information Spec Sr - Videographer - Austin Energy
City of Austin
United States
…individual projects or act as an account representative for client departments and…
Added 9 mins ago
Public Information Specialist Senior - 311 - Austin Energy
City of Austin
United States
…individual projects or act as an account representative for client departments and…
Added 9 mins ago
Managing Director Transmission Construction Management
AEP Service Corporation
Columbus, OH
Bachelor's degree in engineering, construction management, safety, project management or related field. OR Associate's degree in a related field with an additional 2 years of relevant work…
Added 10 mins ago
Administrative Assistant & PT INPR
U.S. COMM FOR REFUGE
Colchester, VT
…confidential and sensitive matters, managing daily scheduling operations, maintaining a comprehensive filing system, and coordinating the PM’s calendar. Additionally, responsibilities…
Added 11 mins ago
Temporary Sales Associate / JR21882 / Southaven
Tapestry DBA Coach
Southaven, MS
…Tapestry's commitment to equity, inclusion, and diversity. The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated, personalized shopping…

Aston Carter

Client Services Manager (Wealth Management)

Bellevue, WA, United States

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

Apply on usnlx.com About employer

Applications open in a new tab.

Job details

Pay: $75,000 to $85,000 USD / year
Experience: 2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
Posting language: English
Posted: Oct 29, 2026

Original job description

Wealth Management Associate / Operations Manager

Location: Bellevue, WA (100% Onsite)

Compensation: $75,000 - $85,000 + Growth Opportunity

Industry: Wealth Management / Registered Investment Advisor (RIA)

Join a Growing Top-Tier Wealth Management Firm

Are you looking for an opportunity where you can make a meaningful impact, work directly with leadership, and play a key role in the growth of a high-performing wealth management practice?

Our Bellevue-based wealth management firm manages more than $1.2B in client assets, with approximately $2B firmwide across multiple offices. We're seeking a polished, client-focused professional who enjoys balancing relationship management, operational leadership, and strategic problem-solving.

This position is ideal for someone who has experience supporting financial advisors, high-net-worth clients, or business operations and is looking to take the next step in their career with greater responsibility and visibility.

What You'll DoClient Relationship Management

Serve as a trusted point of contact for clients and deliver a white-glove service experience
Build strong, long-term relationships with high-net-worth individuals and families
Participate in client meetings and assist advisors with meeting preparation, follow-up, and ongoing service needs
Coordinate onboarding and account maintenance activities from start to finish

Operations & Practice Management

Help oversee daily operations for a growing advisory practice
Manage workflows, prioritize tasks, and ensure service requests are completed efficiently
Coordinate with custodians, platform providers, and internal stakeholders
Support process improvements that enhance both client experience and operational efficiency
Assist with mentoring and supporting other team members as the firm continues to grow

Wealth Management Support

Review and process investment-related transactions
Assist with portfolio administration, financial reporting, and cash management activities
Support financial planning initiatives and client review preparation
Help create market and investment-related reporting for advisors and clients
Maintain accurate client records and CRM data

QualificationsPreferred Experience

2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
Experience supporting advisors and high-net-worth clients
Strong organizational and project management skills
Exceptional attention to detail and follow-through
Excellent verbal and written communication abilities
Ability to thrive in a fast-paced, client-focused environment

Highly Desired

Series 65, 66, 7, or 63 licensing (or interest in obtaining licensing)
Experience with Schwab Advisor Center, Salesforce, Orion, eMoney, iRebal, or similar wealth management platforms
Previous RIA, brokerage, private banking, or financial advisory experience

Why Join This Firm?

Work directly alongside experienced Wealth Advisors and leadership

Gain exposure to all aspects of a successful and growing wealth management business

Join a collaborative, close-knit team where your contributions are highly visible

Opportunity to take on leadership responsibilities and influence firm operations

Clear path for professional growth as the organization continues to expand

Be part of a respected advisory firm serving sophisticated, high-net-worth clients

This is an excellent opportunity for a motivated professional who enjoys both client interaction and operational leadership and wants to build a long-term career within a growing wealth management organization.

Job Type & Location

This is a Permanent position based out of Bellevue, WA.

Pay and Benefits

The 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 & Location

This is a Permanent position based out of Bellevue, WA.

Application Deadline

This position is anticipated to close on Nov 11, 2026.

Workplace Type

This 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 (%20astoncarteraccommodation@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.

Work requirements

Jobs in the United States