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.
