Client Service Associate

Client Service Associate Harlow Wealth Management | Hybrid | Full-Time Grow Your Financial Services Career with Harlow Wealth Management! Are you experienced in client service—ready for a more impactful role? We're searching for a Client Service Associate with proven success (1-2 years' experience) in a fast-paced, high-volume environment. If you thrive under pressure, love solving problems, and take pride in your accuracy, you'll fit right in.

What You'll Do:

Manage High-Volume Requests:

Own a queue of 30-40 client service tickets covering routine maintenance, distributions, money movement, and more. Track multi-step items and ensure all are completed precisely and efficiently.

Workflow Management:

Independently organize your daily workload, manage competing priorities, and maintain clarity on all open items. Communicate proactively when capacity is tight.

Process Transactions:

Execute a range of client requests, including distribution and allocation, annuity applications and maintenance, Roth conversions, client contributions, account maintenance, and statement collection.

Coordinate Third Parties:

Work directly with custodians and third-party intermediaries to execute transactions, obtain updates, and resolve account issues.

Records Management:

Maintain accurate client records across CRM, ticketing, and custodial platforms (Zoho experience a plus). Find answers independently before escalating.

What We're Looking For:

Up to 2 years' direct client service experience Financial services, wealth management, or insurance operations preferred. Effective communicator; coordinates smoothly with custodians, intermediaries, and advisers Strong organizational skills and attention to detail Responsive client communication and proactive service Analytical thinking and resourcefulness in problem resolution Intermediate computer skills (comfortable with MS Word, Excel, and CRM/ticketing platforms) Ability to build trust with clients and team members Process discipline and accuracy—especially when clients' money is involved Manages high-volume queues without dropping the ball Coachable and constantly improving Hybrid workplace—splits time between the office (for energizing collaboration) and home Enthusiasm for working both independently and as part of a structured, supportive team Ready to make your mark and take your client service skills to the next level? Apply today to Harlow Wealth Management! Harlow Wealth Management is an Equal Opportunity Employer. Duties may evolve as our business needs grow and change.

Pay:

$55,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

Hybrid remote in Vancouver, WA 98660