Parcion Private Wealth · 1 month ago
Client Service Specialist
Bellevue, WA
Full-time
Onsite
Mid Level
$70K/yr - $110K/yr
3+ years expParcion Private Wealth is a fast-growing, nationally recognized multi-family office dedicated to delivering exceptional service and impact. The Client Service Specialist will be the primary contact for clients, ensuring a seamless onboarding experience and providing ongoing support to maintain high-touch relationships.
Financial ServicesRisk ManagementVenture Capital
Responsibilities
Serve as the primary contact for client onboarding, account administration, technology tools, phone support, and meeting coordination
Maintain and monitor internal databases and electronic records in accordance with firm policies
Manage projects and oversee assigned tasks of entry-level team members
Develop technical expertise across all areas of the business through ongoing training
Deliver an exceptional client experience with meticulous attention to detail
Educate clients on account services, processes, and online tools
Provide accurate, timely, and proactive client support, including processing account paperwork and resolving inquiries
Prepare and process ACH, wire, and check requests for clients
Support the onboarding process for new client relationships and maintain organized records and documentation
Research and resolve client issues promptly, escalating as needed to advisory teams
Utilize Salesforce (CRM) to document all client and operational activities
Provide cross-functional support, including handling correspondence, scheduling meetings, maintaining SOPs, and supporting internal initiatives
Contribute to firmwide projects focused on process improvement and client experience enhancement
Assist with client events and special projects as assigned
Participate in key growth initiatives such as strategic client development, COI engagement, and family office network expansion
Qualification
Required
3-5+ years of relevant experience, preferably with an RIA, MFO, or boutique wealth management firm
Experience in preparing client materials for prospective and current clients, including presentations and reports
Proven ability to manage multiple priorities and deliver results in a fast-paced, high-response environment
Client-service mindset with demonstrated experience supporting UHNW, multi-generational, and business-owner relationships
Strong analytical, problem-solving, and financial interpretation skills
High technology proficiency, including MS Office, CRM systems (Salesforce), and performance reporting software
Exceptional written and verbal communication skills, with the ability to explain complex financial concepts clearly and confidently
Operational and compliance awareness, with a strong sense of risk management
Highly organized and detail-oriented, with strong follow-through and the ability to collaborate effectively across in-person and virtual teams
Demonstrated leadership and teamwork, thriving in a collaborative, growth-minded, and entrepreneurial culture
Professional presence and interpersonal skills to interact with UHNW clients and colleagues with confidence and discretion
Experience working within an SEC-Registered Investment Adviser environment
Willingness to contribute to firm-wide initiatives and projects as assigned
Strong proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with Salesforce
Ability to work on-site from 7:30 AM - 4:00 PM Monday through Friday
Preferred
Notary certification (or willingness to obtain) strongly preferred
Benefits
Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 3% of your annual pay
Paid Time Off: Starting at 15 days per year, with PTO accrual program
Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
Parking available
Wellness reimbursement
Regular team off-sites, events, including an annual team retreat
Access to Parcion Family Office Network vendors and preferred pricing discounts
Company
Parcion Private Wealth
Parcion Private Wealth provides risk management, tax planning, investment and cash flow management services for families and businesses.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brendan Sullivan
Principal, Chief Operating Officer
Jennifer Nagai
Client Experience Manager, Director & Partner
Recent News
2025-05-06
Puget Sound Business Journal
2025-03-11
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