What are the responsibilities and job description for the Client Services Manager position at Private Asset Management / Wealth Strategy Advisors?
Company Description
Private Asset Management is a boutique wealth advisory firm serving high-net-worth individuals and families with a disciplined, relationship-driven approach. In 2026, we celebrate our 30th year serving clients, having been established in 1996 with a simple belief: thoughtful stewardship and exceptional service create lasting relationships.
For three decades, our firm has helped clients navigate complex financial decisions by integrating financial planning, tax strategy, estate planning coordination, and portfolio management into cohesive long-term strategies.
Our culture reflects the values that have guided the firm since the beginning:
- Hospitality – treating every client and colleague with warmth, responsiveness, and respect.
- Stewardship – caring for clients’ wealth with discipline, responsibility, and long-term perspective.
- Learning – continually improving our knowledge, processes, and advice.
- Fun – building a workplace where people enjoy working together and celebrating successes.
We believe wealth management is ultimately about people, relationships, and trust.
Role Description
The Senior Client Service Associate (SCSA) plays a key leadership role within our Kirkland office. This individual serves as a primary service contact for clients, oversees complex operational processes, and partners closely with Wealth Advisors to deliver a seamless, high-touch client experience.
This position is ideal for an experienced wealth management professional who takes ownership, anticipates client needs, and thrives in a detail-oriented environment where service excellence matters.
Key Responsibilities
Client Relationship Management
- Serve as a primary point of contact for high-net-worth clients and their professional partners.
- Deliver a responsive, hospitality-driven client experience.
- Prepare for client meetings and ensure timely follow-up on action items and service requests.
Operations & Account Management
- Lead complex client onboarding, including account openings and transfers.
- Manage all aspects of money movement (wires, journals, gifting, RMDs, tax payments, etc.).
- Research and resolve custodian alerts.
- Maintain accurate CRM records and client documentation in accordance with compliance requirements.
Team Leadership & Process Improvement
- Mentor and support junior Client Service Associates.
- Identify opportunities to improve service workflows and operational efficiency.
- Help develop and maintain best practices and service standards across the firm.
- Assist advisors with strategic initiatives and special projects.
Risk & Compliance Oversight
- Ensure adherence to regulatory, fiduciary, and internal compliance standards.
Maintain strong operational controls and thorough documentation.
Qualifications
- 5–8 years of experience in wealth management, RIA, or financial services.
- Experience working with custodians (Schwab is preferred).
- Strong understanding of account operations, onboarding, and money movement processes.
- Proficiency with CRM systems and portfolio reporting platforms such as Advyzon.
- Exceptional attention to detail and organizational skills.
- Excellent written and verbal communication abilities.
- Ability to manage multiple priorities with professionalism and discretion.
- Bachelor’s degree preferred.
- Industry licenses (Series 7/63/65 or 66) is required
Please send your resume and cover letter to info@privateasset.com