RIA Client Service/Operations Manager

Our client in Bellevue, WA is currently hiring for a RIA Client Service / Operations Manager. This position is a full-time, permanent opportunity working 100% onsite in Bellevue, WA. This role is ideal for professionals with wealth management, RIA, financial services, private banking, or operations experience who enjoy a combination of client service, operations, and leadership responsibilities within a growing organization. Pay - $75,000 - $85,000/year (Depending on years of experience, industry experience, licensing, software proficiency, and relevant experience) Location - Bellevue, WA (100% Onsite) Schedule - Monday-Friday, 8:00 AM - 4:30 PM

Responsibilities

Serve as a primary point of contact for clients and deliver a high-touch client service experience Support client service and account operations for a growing wealth management practice managing over $1.2B in assets under management Review and process solicited and discretionary trades, including block trades, while ensuring accuracy and compliance Assist with client onboarding, account maintenance, money movements, beneficiary updates, and related documentation Prepare client-facing reports, meeting materials, summaries, and follow-up action items Participate in client meetings and communicate financial concepts in a professional and organized manner Support financial planning initiatives utilizing tools such as eMoney, Orion, and related platforms Perform cash management activities and ensure adherence to firm policies and AML requirements Maintain accurate client information within Salesforce or similar CRM platforms Assist with preparation and review of tax-related documentation for high-net-worth clients Mentor team members, coordinate workflows, and support operational efficiency initiatives Collaborate with advisors and leadership to improve processes and support continued firm growth

Qualification Requirements

2+ years of experience within wealth management, registered investment advisory (RIA), financial services, private banking, or related client service/operations environments Experience serving clients in a professional, client-facing capacity Strong organizational skills with the ability to manage multiple priorities and deadlines Experience supporting advisors, executives, or leadership teams Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word Excellent verbal and written communication skills Strong attention to detail and commitment to accuracy Bachelor's Degree required Experience utilizing CRM systems such as Salesforce

Preferred Qualifications

Experience working within an RIA or wealth management firm Experience using Schwab Advisor Center Familiarity with iRebal, Orion, Albridge, and eMoney platforms Knowledge of Drake Tax Software and QuickBooks Series 7, 63, 65, or 66 licenses Experience supporting high-net-worth clients Leadership, mentoring, or workflow management experience Experience contributing to process improvements and operational enhancements

Disqualifiers

No client service or operations experience in a professional environment Lack of experience managing multiple priorities and workflows No experience working with financial services, wealth management, banking, or a highly regulated business environment Poor tenure history with multiple short-term positions Lack of customer-facing communication experience

Employee Value Proposition

Join a growing wealth management organization with over $2B in assets under management and offices in multiple markets throughout the U.S. Opportunity to work directly with experienced Wealth Advisors, leadership, and high-net-worth clients Small, collaborative team environment offering broad exposure to client service, operations, financial planning support, and business administration Significant opportunity for long-term growth as the firm continues expanding toward its strategic growth goals High visibility role with meaningful responsibility and impact on day-to-day business operations Professional, team-oriented culture that encourages development and cross-functional learning Comprehensive benefits package available through the employer
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 20, 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 [email protected] 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.