Experienced Financial Planning Client Service Specialist

S.R. Schill & Associates (srschill) • Full-time • Mercer Island, Washington, United States • $60k - $70k / year • 2m ago

Help Shape the Future of Financial Planning – One Family at a Time

Are you energized by building relationships, solving problems, and making a meaningful impact? At S. R. Schill & Associates, we’re not just financial advisors — we’re trusted partners helping clients live fuller, more secure lives.

We’re looking for a Client Services Specialist to join our small-but-mighty team in Seattle. This is your chance to play a key role in a firm that combines best-in-class fiduciary planning with a forward-thinking approach to longevity and life transitions.

If you're detail-driven, personable, and passionate about excellent client care — we’d love to meet you.

🔑 What You’ll Do

Be a primary point of contact for clients — answering questions, resolving issues, and managing account requests.

Handle new account paperwork, asset transfers, and updates with accuracy and care.
Work directly with custodians to ensure smooth and timely service.
Keep client data up-to-date and accurate.
Support the full team with administrative tasks that keep the business running smoothly.
Help us continue to deliver a seamless, high-touch client experience.

🧩 What You Bring

3+ years in a client service, admin, or operations role — ideally in financial services, banking, or a related field.

Familiarity with investment accounts and retirement planning terminology.
Strong organizational skills and comfort juggling multiple tasks.
Excellent written and verbal communication — you enjoy talking to people and making them feel cared for.
A natural team player who brings a positive, client-first mindset to everything you do.
Experience with CRM software and workflow tools (or a willingness to learn).
High integrity and a desire to grow with a mission-driven firm.

🎁 What We Offer

Competitive pay with clear growth potential

Health insurance + HSA options
401(k) retirement plan
Generous paid time off
Opportunities for future ownership
A collaborative, low-ego work environment rooted in values

🏡 About Us

Founded in 1987, S. R. Schill & Associates is a family-owned Registered Investment Advisor (RIA) firm that blends traditional financial planning with cutting-edge longevity planning. Our work helps people retire right, avoid retirement interrupted, and achieve retirement reconnected — shaping stories that matter.

✨ If you’re ready to build meaningful relationships and grow with a firm that puts people first — we’d love to connect.