Client Service Associate

Parcion Private Wealth • Bellevue, WA

5d • Onsite

About The Position

Parcion Private Wealth partners with business owners and their families to unlock the true potential of their wealth, helping them take care of loved ones for generations, think bigger about what's next, and keep more of what they've built. The firm is a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact. They are seeking an experienced Client Service Associate to join their team. This dynamic individual will serve as the first point of contact for clients during onboarding, calls, or office visits, acting as a trusted partner and catalyst for delivering Parcion's legendary service. The ideal candidate is highly motivated, upbeat, service-driven, and a master of organization, with meticulous attention to detail for high-touch UHNW relationships. They should exemplify the firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity, contributing to the continued success of the fast-growing multi-family office.

Requirements

• Brings 3–5+ years of relevant experience required, preferably with an RIA, MFO, or boutique wealth management firm.
• Demonstrates a client-service mindset with proven experience supporting UHNW, multi-generational, and business-owner relationships.
• Applies strong analytical, problem-solving, and financial interpretation skills in a fast-paced environment.
• Communicates complex financial concepts clearly and confidently, both in writing and verbally.
• Operates with high technology proficiency including MS Office Suite (Outlook, Word, Excel, PowerPoint), Salesforce CRM, and performance reporting software.
• Maintains operational and compliance awareness with a strong sense of risk management.
• Organizes priorities with exceptional attention to detail and strong follow-through across in-person and virtual teams.
• Thrives in a collaborative, growth-minded, and entrepreneurial culture, demonstrating leadership and teamwork.
• Engages UHNW clients and colleagues with professional presence, confidence, and discretion.
• Holds experience working within an SEC-Registered Investment Adviser environment.

Nice To Haves

• Possesses notary certification or willingness to obtain

Responsibilities

• Serves as the primary contact for client onboarding, account administration, technology tools, phone support, and meeting coordination.
• Delivers an exceptional client experience with meticulous attention to detail, educating clients on account services, processes, and online tools.
• Provides accurate, timely, and proactive client support, including processing account paperwork and resolving inquiries.
• Prepares and processes ACH, wire, and check requests for clients.
• Researches and resolves client issues promptly, escalating as needed to advisory teams.
• Prepares client materials for prospective and current clients, including presentations and reports.
• Supports the onboarding process for new client relationships and maintains organized records and documentation.
• Maintains and monitors internal databases and electronic records in accordance with firm policies.
• Utilizes Salesforce CRM to document all client and operational activities.
• Manages projects and oversees assigned tasks of entry-level team members.
• Provides cross-functional support including handling correspondence, scheduling meetings, maintaining SOPs, and supporting internal initiatives.
• Contributes to firmwide projects focused on process improvement and client experience enhancement.
• Participates in key growth initiatives such as strategic client development, COI engagement, and family office network expansion.
• Assists with client events and special projects as assigned.
• Develops technical expertise across all areas of the business through ongoing training.
• Manages multiple priorities and delivers results in a fast-paced, high-response environment.

Benefits

• Competitive salary and incentive bonus structure
• Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
• Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 3% of your annual pay
• Paid Time Off: Starting at 15 days per year, with PTO accrual program
• Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
• Parking available
• Wellness reimbursement
• Regular team off-sites, events, including an annual team retreat
• Access to Parcion Family Office Network vendors and preferred pricing discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees