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Account Management Associate Jobs in Everett, WA

Supports the underwriter and agent/broker with highly responsive service by managing the workflow ... Executes post-sale account management workflow, including initiation of billing, policy issuance ...

Manage and delegate work as needed to Associate Account Managers I and II to ensure their progressand workload is appropriate * Manage/Maintain relationships with underwriters to ensure positive ...

Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate * Manage/Maintain relationships with underwriters to ensure positive ...

Account Executive

Lynnwood, WA · On-site

$120K - $150K/yr

Associate degree. * 5+ years as a Commercial Lines Account Manager or similar experience * CPCU or special training course completion is a plus. Pay Details: The base compensation range for this ...

Account Manager

Seattle, WA · On-site

$88.50 - $112.90/hr

People management experience is a plus. * Industry certifications such as Certified Energy Manager ... Associate, or BPI certification are desirable. * Valid driver's license and ability to travel ...

Showing results 21-40

Account Management Associate information

See Everett, WA salary details

$31.9K

$61.5K

$84.5K

How much do account management associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for account management associate in Everett, WA is $61,513.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,400.00 and $69,800.00 per year, depending on experience, location, and employer.

What is an account management associate?

Account Management Associates are entry- to mid-level professionals who support account managers in maintaining and growing relationships with clients. They assist in handling client inquiries, resolving issues, preparing reports, and ensuring that client needs are met efficiently. Their role often involves coordinating between internal teams and clients to deliver products or services, helping to ensure a high level of client satisfaction and retention. This position is common in industries such as advertising, finance, and technology, where ongoing client relationships are key.

What skills and qualifications are needed to be an account management associate?

To thrive as an Account Management Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software like Salesforce, data analysis tools, and Microsoft Office is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills ensure effective client support, smooth account operations, and long-term customer satisfaction, which are crucial for both client retention and company growth.

What challenges do account management associates face when managing multiple client accounts?

Account Management Associates often juggle several client accounts at once, which can make prioritizing tasks and meeting diverse client expectations challenging. Staying organized, maintaining clear communication, and managing deadlines are essential to ensure all clients feel valued and receive timely updates. It’s common to encounter situations where clients have conflicting needs or urgent requests, so being adaptable and proactive in problem-solving is key to success in this role.

Can I be an account management associate with no experience?

Entry-level account management associate roles often do not require prior experience and may focus on skills such as communication, organization, and customer service. Employers may provide on-the-job training and look for candidates with a willingness to learn and basic computer skills, making it possible to start without previous experience.

Do account management associates get paid well?

Account management associates typically earn a median salary that varies by industry and location, with many positions offering competitive pay aligned with their experience and skills. Entry-level roles may start lower, but experienced associates with strong communication and client management skills can earn higher salaries, often supplemented by bonuses or commissions in some industries.

Is account management a stressful job?

Account management can be stressful due to the need to meet client expectations, manage multiple accounts, and handle deadlines. Success in this role often requires strong communication, organization, and problem-solving skills, and workload can vary depending on the company and industry.

What are the most commonly searched types of Account Management jobs in Everett, WA?

The most popular types of Account Management jobs in Everett, WA are:

What are popular job titles related to Account Management Associate jobs in Everett, WA?

For Account Management Associate jobs in Everett, WA, the most frequently searched job titles are:

What job categories do people searching Account Management Associate jobs in Everett, WA look for?

The top searched job categories for Account Management Associate jobs in Everett, WA are:

What cities near Everett, WA are hiring for Account Management Associate jobs?

Cities near Everett, WA with the most Account Management Associate job openings:

Infographic showing various Account Management Associate job openings in Everett, WA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $61,513 per year, or $29.6 per hour.

Client Service Operations Manager - Wealth Management

Coldstream Wealth Management

Bellevue, WA • Hybrid

$100K - $140K/yr

Full-time

Posted 24 days ago


Key responsibilities

  • Manage and oversee the client service workflow, ensuring tasks are prioritized, completed accurately, and delivered on time.

  • Supervise and mentor client service team members, including onboarding, training, and providing feedback for professional development.

  • Partner with the Team Lead to support team management, strategic planning, and implementation of team initiatives.


Job description

Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!

Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.

This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.

Specific responsibilities include:

  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

  • 5-10 years of progressively responsible experience in the wealth management industry, including training/oversight/mentorship of client service team members or interns
  • A Bachelor's degree
  • Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense)
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred Excellent written and verbal communication skills
  • Strong organizational, prioritization, and delegation abilities with consistent attention to detail
  • Demonstrated commitment to a positive client experience