Client Service Associate

1 day ago Be among the first 25 applicants

As a Client Success Associate (CSA) at Konvergent Wealth Management, you will play a mission-critical role supporting our advisory team and ensuring a world-class experience for our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This is an onsite, full-time W2 position based in Gig Harbor, WA, or within a reasonable commuting distance in the Seattle metro area.

You will be the operational backbone of our advisory team—executing flawlessly, coordinating client deliverables, maintaining impeccable accuracy, and serving clients with professionalism, warmth, and urgency. This role is ideal for someone who thrives in a fast-paced, high-performance environment and wants to grow within one of the most advanced and rapidly scaling independent advisory firms in the country.

If you are hungry, driven, detail-obsessed, and excited by the opportunity to support advisors serving complex, UHNW client families—you may be exactly who we're looking for.

Core Responsibilities:

In this business-critical role, you will:

• Deliver white-glove service to HNW and UHNW clients with speed, accuracy, and professionalism.
• Serve as the first line of response for client inquiries across email and phone.
• Support advisors in preparing for meetings, including documentation, scheduling, and materials assembly.
• Ensure every client interaction reflects Konvergent’s world-class service standards.
• Partner closely with advisors to ensure workflows, tasks, and follow-ups are executed flawlessly.
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.).
• Coordinate operational and planning deliverables across the Engagement, Planning, and Client Success teams.
• Manage critical workflows inside Salesforce and Asana, ensuring no clients or tasks fall through the cracks.
• Resolve custodian issues proactively and escalate when appropriate.

Qualifications:

• Have 2–5+ years of experience in a wealth management office or RIA environment.
• Have strong working knowledge of Fidelity and/or Schwab custodial operations.
• Are extremely organized, dependable, detail-oriented, and calm under pressure.
• Are process-driven and operate with high personal standards and ownership.
• Can work effectively with HNW/UHNW clients and understand the discretion required.
• Are comfortable using CRM/workflow tools (Salesforce and Asana experience is a plus).
• Thrive in a fast-paced, high-accountability environment.
• Must live in or be willing to commute daily to Gig Harbor, WA or the greater Seattle metro area.
• Willing to take on whatever is needed to support clients and advisors.
• Reports to:
  
  President/COO
• Functional Area:
  
  Client Success / Operations
• Collaboration:
  
  Works closely with Advisors, and the Engagement Team
• Performance Bonus:
  Significant potential for performance-based compensation
• Benefits:
  Full W2 employment with medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Professional Growth:
  Clear advancement opportunities within the Client Success and Operations tracks

About Konvergent Wealth Management

At Konvergent Wealth Management, we’ve cracked the code on serving ultra-successful families and individuals. No one is better at helping them navigate life’s most meaningful and complex financial transitions with unmatched clarity and certainty.

We manage more significant wealth in a quarter than most firms handle in a lifetime.

We are the right company at the right time, and we’re looking for the right team members to help us deliver excellence at scale.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

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