Senior Client Services Associate

Job Summary

We are seeking a Senior Client Services Associate for a direct hire opportunity with a financial services organization in Bellevue, WA. This full-time role is ideal for a polished and highly organized client service professional with strong financial services experience, excellent communication skills, and the ability to manage client relationships, account activity, onboarding, and internal projects with accuracy and professionalism.

The Senior Client Services Associate will play a key role in delivering high-touch service to clients while supporting portfolio operations, account and cash management, process improvement, and team development. This is a strong opportunity for someone who values collaboration, continuous improvement, and long-term career growth in a supportive, team-oriented environment.

This organization offers a positive workplace culture built around commitment, collaboration, and professional development. Employees are encou...