Bellevue, Washington, United States · Hybrid
$63k–$86k/yr
Client Service Associate About Threadline Wealth Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth ma…
Skills: Client Relationship Management, Account Administration, Meeting Coordination, Data Management, Microsoft Office
Bellevue, Washington, United States · Hybrid
$81k–$100k/yr
Investment Analyst About Threadline Wealth Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth manageme…
Skills: Investment Research, Due Diligence, Financial Reporting, Excel, PowerPoint
Bellevue, Washington, United States · Hybrid
$200k–$300k/yr
Are you ready to revolutionize the advertising industry? At Cognitiv, we are not just another AdTech company—we are industry trailblazers redefining media buying with our Deep Learning Advertising Platform. Since 2015, w…
Skills: PyTorch, Transformers, Large Language Models, Deep Learning, Python
Bellevue, Washington, United States · On-site
$19/hr–$21/hr
Description Our team is looking to add an upbeat Front Desk Agent to manage all aspects of front desk operations and be a key person of reference for our guests and vendors. To be successful in this role, you will need t…
Skills: Guest Relations, Payment Processing, Communication Skills, Problem Solving, Time Management
Bellevue, Washington, United States · On-site
$168k–$252k/yr
TerraPower is a nuclear technology company based in Bellevue, Washington. At its core, the company is working to raise living standards globally through a more affordable, secure, and environmentally friendly form of nuc…
Skills: Plant Design Integration, Nuclear Facility Design, Plant Architecture, Technical Leadership, Cross-functional Coordination
Bellevue, Washington, United States · On-site
$23/hr–$32/hr
Join Our Gap Year Program: Gain Clinical Experience and Make a Difference! Are you a recent graduate with aspirations of medical, PA, or NP school? Do you have a passion for helping others and want to gain hands-on clini…
Skills: Patient Care, Clinical Support, Medical Documentation, Prescription Fulfillment, Clinic Management
Bellevue, Washington, United States · Hybrid
$152k–$228k/yr
Stantec is seeking a Washington state based, highly motivated and technically proficient, Senior Project Manager with a diverse background in the Transportation Infrastructure sector to join our growing team of Transport…
Skills: Project Management, Transportation Engineering, Business Development, Client Relationship Management, Civil Engineering Design
Bellevue, Washington, United States · On-site
YOUR ROLE As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came…
Skills: Customer Engagement, Sales, Product Knowledge, Problem Solving, Teamwork
Bellevue, Washington, United States · Hybrid
$100k–$135k/yr
About Nintex: At Nintex, we are transforming the way people work, everywhere. As the global standard for process intelligence and automation, we're trusted by over 10,000 public and private sector organizations across 90…
Skills: B2B SaaS Marketing, Integrated Campaign Management, Demand Generation, Global Campaign Strategy, AI Implementation
Bellevue, Washington, United States · Hybrid
$100k–$135k/yr
About Nintex: At Nintex, we are transforming the way people work, everywhere. As the global standard for process intelligence and automation, we're trusted by over 10,000 public and private sector organizations across 90…
Skills: Integrated Campaign Management, B2B SaaS Marketing, Demand Generation, Project Management, Data Analysis
Bellevue, Washington, United States · On-site
$25/hr–$32/hr
This hotel is professionally managed by Ignite Hotels, a hospitality management company operating select-service and extended-stay properties across multiple states. Ignite Hotels combines disciplined operations with gen…
Skills: HVAC, Plumbing, Electrical, Carpentry, Preventive Maintenance
Bellevue, Washington, United States · On-site
$17/hr–$20/hr
YOUR ROLE You can't buy product if it's not on the floor, right?! As a part-time stock brand Ambassador, you're an expert at keeping product moving from the Stockroom to the Salesfloor through shipment processing, replen…
Skills: Shipment Processing, Replenishment, Merchandising, Inventory Management, Organization
Bellevue, Washington, United States · On-site
YOUR ROLE You can't buy product if it's not on the floor, right?! As a part-time stock brand Ambassador, you're an expert at keeping product moving from the Stockroom to the Salesfloor through shipment processing, replen…
Skills: Shipment Processing, Replenishment, Merchandising, Inventory Management, Organization
Bellevue, Washington, United States · On-site
YOUR ROLE You can't buy product if it's not on the floor, right?! As a part-time stock brand Ambassador, you're an expert at keeping product moving from the Stockroom to the Salesfloor through shipment processing, replen…
Skills: Shipment Processing, Replenishment, Merchandising, Inventory Management, Organization
Bellevue, Washington, United States · On-site
$81k–$88k/yr
Do you want to work for a company where you can make a difference every day? Are you currently a Chef, Sous Chef or highly experienced lead line cook with talent but no opportunity to show it? If so, Tavern Hall might be…
Skills: Kitchen Management, Leadership, Staff Coaching, Cost Control, Financial Analysis
Bellevue, Washington, United States · On-site
Compensation Range $80,300 / Year - Compensation may include base salary and geographic differential. This position is bonus eligible. Job Description You are a seasoned restaurant leader, passionate about creating amazi…
Skills: Restaurant Management, Full-service Dining Operations, Bar Management, Interpersonal Skills, Communication Skills
Bellevue, Washington, United States · On-site
Overview We will train and certify you! *We can facilitate the Lifeguard certification process if you don’t have the required certifications.* Our Commitment to Equity The Y actively promotes a culture free from bi…
Skills: Lifeguarding, CPR, AED, First Aid, Emergency Response
Bellevue, Washington, United States · On-site
$18/hr–$20/hr
No matter what you’ve been told, not all restaurant companies are the same. At Taco Time we pride ourselves on being different. Taco Time NW hiring process is completely virtual, give us 15 minutes of your time and…
Skills: Food Preparation, Customer Service, Multi-tasking, Communication Skills, Basic Math
Bellevue, Washington, United States · On-site
As a Sales Associate you will be eligible for; 90 Day Performance-Based Increase Referral Bonus 401K Tuition Reimbursement Program Flexible schedules Full Time positions are also eligible for medical benefits. The Sales …
Skills: Cash Handling, Customer Service, Inventory Management, Cash Register Operation, Computer Literacy
Bellevue, Washington, United States · On-site
$19/hr–$21/hr
Company Description At Functional Therapy Group (FTG), our number one goal is the patient and their outcome. We want to get patients back to doing the things they love. With four locations in Woodinville, Redmond, Duvall…
Skills: Patient Care, Equipment Maintenance, Clinic Management, Hot and Cold Pack Administration
Bellevue, Washington, United States • Hybrid
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The Client Service Associate serves as the primary point of contact for high-net-worth clients, managing communications and service requests. They coordinate onboarding, maintain CRM data, and provide administrative support to Wealth Advisors.
Requires a high school diploma and at least one year of administrative or client service experience, preferably in professional services. Proficiency in Microsoft Office and strong organizational and communication skills are essential.
Client Service Associate
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with highly personalized client experience.
We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams.
Responsibilities include client communications, meeting coordination, onboarding, service request processing, data management, presentation support, and follow-up. Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.
This position may be based in either the greater Bellevue / Seattle or San Francisco Bay Area, depending on business needs and candidate fit. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1–3 days per week. Remote work flexibility is supported, along with occasional travel.
Client Onboarding and Account Administration
Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.
This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.
Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.
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