Senior Client Service Associate - RIA- Hybrid

Headquartered in San Francisco, we are looking for someone out of our Seattle location! We are a large financial consulting firm that has been in business for over 15 years! We specialize in RIA and focus on all things finance! We have a lot of energy and excitement in our firm and pride ourselves on our culture here. We all work as a team/family and strive to keep it that way!

Position Overview

We are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and fostering strong relationships with clients, while also supporting the internal team to enhance client satisfaction and retention.

Key Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner.
• Manage client relationships to ensure satisfaction and retention, providing personalized service as needed.
• Collaborate with internal teams to streamline processes and improve service delivery.
• Perform data entry and maintain accurate client records in CRM software.
• Develop and implement strategies for client retention and account management.
• Utilize Microsoft Office Suite to prepare reports and presentations for clients and management.
• Participate in training and mentoring junior team members to enhance overall team performance.
  
  

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3 years of experience in client service or customer support roles, preferably in the financial services industry.
• Strong problem-solving skills and the ability to think critically.
• Excellent communication skills, both written and verbal, with a strong emphasis on relationship management.
• Demonstrated ability to work effectively in a team environment and collaborate with cross-functional teams.
• Proficient in Microsoft Office Suite and CRM software; experience with data entry and client management systems is a plus.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively.
  
  

*Open to Hybrid- 2-3 days a week work from home!*

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

lauren.tabata@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LM3-1852156 -- in the email subject line for your application to be considered.***
  
  

Lauren Tabata - Recruiting Manager

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

This job was first posted by CyberCoders on 05/08/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.