Ella Olson
Client Service Associate | 10+ years People Leader Experience | Retail Management | Administrative Specialist
- Role
- Client Service Associate at Threadline Wealth
- Location
- Kennewick, US
- LinkedIn followers
- 500 followers
About Ella Olson
As a versatile, critical thinking, and growth-driven professional, I have an extensive…
Experience
Client Service Associate
May 2023 — Present · Spokane, WA, US
As a Client Service Associate with Moss Adams Private Clients, I partner with investment advisors, CPAs, and operational teams to deliver exceptional client service and operational support. Acting as the primary point of contact, I coordinate communications, manage onboarding processes, and ensure the seamless execution of client service needs.Key Responsibilities:Manage the complete client onboarding process, including documentation, custodial coordination, CRM updates, and communication follow-up.Serve as a liaison between advisory, tax, trading, and operations teams to streamline service delivery and enhance the client experience.Prepare meeting materials, oversee post-meeting action items, and maintain organized client files across multiple internal systems.Support marketing and engagement initiatives through event coordination and presentation review.Coordinate executive scheduling, travel logistics, and expense entry for assigned advisors and partners.Uphold firm standards by adhering to established workflows, ensuring accuracy, efficiency, and professionalism in all client interactions.At Moss Adams, I contribute to a culture that values authenticity, collaboration, and continuous growth—empowering clients and colleagues to embrace new opportunities with confidence.
Education
Western Governors University
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
Western Governors University
Master of Business Administration - MBA
Big Bend Community College
Associate of Arts and Sciences - AAS, General Studies
2016 — 2018
Western Governors University
Master of Science, Management and Leadership
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