Job description

RIA Client Service & Operations Manager 📍 Bellevue, WA | 💰 $75,000-$85,000 | 🕒 Full-Time | Onsite (Monday-Friday, 8:00 AM-4:30 PM) Join a Growing Wealth Management Firm Are you a client-focused wealth management professional who thrives in a fast-paced, high-touch environment? Our client, a respected and rapidly growing Registered Investment Advisory (RIA) firm in Bellevue, is seeking a Client Service & Operations Manager to play a critical role in supporting advisors, enhancing client relationships, and driving operational excellence. With over $2 billion in assets under management across multiple offices nationwide , this firm offers the opportunity to work alongside experienced wealth advisors while helping shape the future of a growing organization. You'll be part of a collaborative, entrepreneurial team where your ideas, leadership, and expertise will have a direct impact. Why This Opportunity? Join a highly successful and growing RIA firm Work closely with senior leadership and experienced wealth advisors Take on increasing leadership responsibilities, including mentoring and workflow management Be part of a small, collaborative team where your contributions are visible and valued Opportunity for long-term growth within a thriving organization Exposure to advanced financial planning, investment operations, and high-net-worth client relationships What You'll Do As a key member of the operations team, you'll serve as both a trusted client resource and an operational leader. Client Service & Relationship Management • Act as a primary point of contact for a select group of high-net-worth clients • Deliver exceptional white-glove service and proactively anticipate client needs • Participate in client meetings and help prepare presentation materials, summaries, and follow-up action plans • Support client onboarding, account maintenance, transfers, money movements, and ongoing servicing Wealth Management Operations • Support day-to-day operations for a growing advisory practice managing more than $1.2B in assets • Review and process solicited and discretionary trades, including block trading activity • Perform cash management activities and ensure compliance with AML requirements • Prepare accurate client-facing reports and advisor review materials • Assist with tax-related client support and financial documentation Leadership & Process Improvement • Mentor and support team members on operational processes and best practices • Manage workflows, prioritize tasks, and help improve efficiency across the office • Partner with advisors to develop scalable processes that enhance the client experience • Maintain strong relationships with custodians and platform providers, including Charles Schwab What We're Looking For Preferred Background • 2+ years of experience in wealth management, financial services, or investment operations • Experience supporting financial advisors, RIAs, broker-dealers, or wealth management teams • Strong client relationship management skills • Experience with trade processing, account management, or investment operations • High level of professionalism, organization, and attention to detail Ideal Experience • Schwab Advisor Center • Orion, eMoney, Morningstar, iRebal, Albridge, Salesforce • Financial planning and client reporting • High-net-worth client service • Series 65, 66, 7, or 63 licensing (or interest in obtaining licensing) Also Open To The hiring manager is open to professionals outside of traditional wealth management backgrounds who bring: • Strong operations or project management experience • Exposure to executive-level stakeholders • Exceptional organizational and communication skills • A polished, professional presence and desire to transition into wealth management Culture & Team This is a unique opportunity to join a small, tight-knit Bellevue office where collaboration and teamwork are highly valued. The firm combines the resources and sophistication of a large advisory organization with the flexibility and culture of a boutique practice. Team members are empowered to contribute ideas, improve processes, and grow professionally alongside the business. If you're looking for a role that blends client service, investment operations, leadership, and long-term career growth , we'd love to connect. 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 2, 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 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.

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Must-haves

RIA Client Service & Operations Manager
Bellevue, WA | 💰 $75,000-$85,000 | 🕒 Full-Time | Onsite (Monday-Friday, 8:00 AM-4:30 PM)
Join a Growing Wealth Management Firm
Why This Opportunity?
As a key member of the operations team, you'll serve as both a trusted client resource and an operational leader.
Client Service & Relationship Management
Act as a primary point of contact for a select group of high-net-worth clients
Deliver exceptional white-glove service and proactively anticipate client needs
Participate in client meetings and help prepare presentation materials, summaries, and follow-up action plans
Support client onboarding, account maintenance, transfers, money movements, and ongoing servicing
Wealth Management Operations
Support day-to-day operations for a growing advisory practice managing more than $1.2B in assets
Review and process solicited and discretionary trades, including block trading activity
Perform cash management activities and ensure compliance with AML requirements
Prepare accurate client-facing reports and advisor review materials
Assist with tax-related client support and financial documentation
Leadership & Process Improvement
Mentor and support team members on operational processes and best practices
Manage workflows, prioritize tasks, and help improve efficiency across the office
Partner with advisors to develop scalable processes that enhance the client experience
Maintain strong relationships with custodians and platform providers, including Charles Schwab
2+ years of experience in wealth management, financial services, or investment operations
Experience supporting financial advisors, RIAs, broker-dealers, or wealth management teams

Nice-to-haves

Preferred Background

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Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: phenom
Effort: medium

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401k