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Account Service Associate Jobs in Seattle, WA (NOW HIRING)

ICON Consultants, Inc.

Client Service Associate

Seattle, WA · On-site

$16.50 - $22.75/hr

Process new account openings, account maintenance requests, and cash raise transactions across RIA and client accounts. * Provide operational support and data entry for client onboarding and ongoing ...

Freestone Capital Management

Client Service, Associate

Seattle, WA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by ... Client Account & Service Excellence : Act as a trusted resource for clients, ensuring smooth ...

Corps Team

Client Service Associate

Seattle, WA · On-site

$28 - $30/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking ... Responsible for new account set up, change requests, & processing cash raises across RIA & BD ...

Metasys Technologies

Client Service Associate

Seattle, WA · On-site

$16.50 - $22.75/hr

Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 ... Responsible for new account setup, change requests, and processing cash raises across RIA and BD ...

Varite

Client Service Associate/SMA Client Service

Seattle, WA · On-site

$28 - $30/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Client Service Associate VARITE is looking for qualified Client Service Associates in Seattle, WA ... Responsible for new account set up, change requests, & processing cash raises across RIA & Client ...

Savers | Value Village

Customer Service Associate

Puyallup, WA · On-site

$17.15 - $22.60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Position at Savers / Value Village Job Title: Customer Service Associate ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers | Value Village

Customer Service Associate

Tacoma, WA · On-site

$17.15 - $22.60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Position at Savers / Value Village Job Title: Customer Service Associate ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Raymond James Financial Services

Be Seen First

Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Ability to analyze and research client account information accurately and efficiently ... services, or related experience. Preferred * Associate or bachelor's degree in business, Finance ...

Telepathy Inc

Client Service Associate

Seattle, WA · On-site

$80K - $85K/yr

Client Service Associate Invesco is searching for qualified candidates to join the Americas Client ... Responsible for new account set up, change requests, & processing cash raises across RIA & BD ...

Savers/Value Village

Customer Service Associate

Issaquah, WA

$21 - $27.67/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $21.00 - $27.67 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers | Value Village

Customer Service Associate

Tukwila, WA · On-site

$21.65 - $28.52/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $21.65 to $28.52 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers | Value Village

Customer Service Associate

Issaquah, WA · On-site

$27.67/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $ 21.00 - $27.67 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers | Value Village

Customer Service Associate

Woodinville, WA · On-site

$22.60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $ 17.15 - $22.60 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers Value Village

Customer Service Associate

Tukwila, WA · On-site

$21.65 - $28.52/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $21.65 to $28.52 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers/Value Village

Customer Service Associate

Woodinville, WA

$17.15 - $22.60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Rate: Our starting pay ranges from $17.15 - $22.60 depending on job ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

Savers | Value Village

Customer Service Associate

Everett, WA · On-site

$20.80 - $27.40/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer Service Associate Pay Range: Our starting pay ranges from $20.80 to $27.40 depending on ... accounts Use pre-tax dollars for eligible health and day care expenses Employee Assistance Program ...

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Showing results 1-20

All JobsAccount Service Associate JobsAccount Service Associate Jobs in Seattle, WA

Account Service Associate information

See Seattle, WA salary details

$6

$25

$29

How much do account service associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for account service associate in Seattle, WA is $25.12, according to ZipRecruiter salary data. Most workers in this role earn between $24.09 and $28.46 per hour, depending on experience, location, and employer.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.

What cities near Seattle, WA are hiring for Account Service Associate jobs?

Cities near Seattle, WA with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

ICON Consultants, Inc.

Seattle, WA • On-site

$16.50 - $22.75/hr

Other

Posted 12 days ago

Job description

Client Service Associate

Location: New York, NY or Seattle, WA

Schedule: Hybrid (4 days onsite / 1 day remote)

Employment Type: Contract-to-Hire Potential

About the Opportunity

We are seeking a detail-oriented and highly organized Client Service Associate to join a growing investment management team. This role is ideal for professionals with experience in financial services, wealth management, RIA, broker-dealer, or investment operations environments who thrive in a fast-paced, process-driven setting.

The Client Service Associate will play a critical role in supporting account onboarding, account maintenance, cash movement requests, and operational workflows. This position is primarily focused on transactional and administrative activities, partnering closely with internal teams to ensure accuracy, efficiency, and an exceptional client service experience.

Key Responsibilities
  • Process new account openings, account maintenance requests, and cash raise transactions across RIA and client accounts.
  • Provide operational support and data entry for client onboarding and ongoing account servicing activities.
  • Review and process account changes, withdrawals, do-not-transact status updates, and other account maintenance requests.
  • Monitor platforms and workflows to identify and process incoming paperwork and service requests.
  • Support team-managed email communications, ensuring timely and professional responses.
  • Review and resolve reconciliation-related items, including delinked accounts, negative cash balances, and new account exceptions.
  • Coordinate with custodians regarding service-related inquiries and required documentation.
  • Maintain and update client information within Salesforce CRM and other internal systems.
  • Partner with portfolio management, operations, trading, and distribution teams to support daily business activities.
  • Ensure all requests are completed accurately, tracked appropriately, and followed through to completion.
Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience.
  • Experience within financial services, wealth management, investment management, RIA, broker-dealer, or related environments.
  • Strong operational and administrative experience supporting client account activities.
  • Exceptional attention to detail with a focus on accuracy and risk mitigation.
  • Strong organizational and prioritization skills with the ability to manage multiple tasks simultaneously.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office Suite and CRM systems, preferably Salesforce.
Preferred Qualifications
  • Experience processing account onboarding, maintenance, transfers, withdrawals, or cash movements.
  • Familiarity with custodial platforms and investment operations workflows.
  • Understanding of investment account servicing and financial services operations.
  • Experience working in a collaborative, team-oriented environment.
What Makes Someone Successful in This Role
  • Demonstrates operational excellence and a strong sense of ownership.
  • Maintains a high level of accuracy while managing a significant transactional workload.
  • Effectively prioritizes competing deadlines and ensures nothing falls through the cracks.
  • Communicates clearly and professionally with internal stakeholders.
  • Thrives in a structured, process-oriented environment with a strong attention to detail.
Why Join Us?
  • Opportunity to work with a respected investment management organization.
  • Collaborative and supportive team environment.
  • Exposure to multiple areas of the business including operations, portfolio management, trading, and client service.
  • Potential for long-term career growth and conversion to a full-time position.
  • Opportunity to develop expertise in investment operations and client account servicing.

If you are a highly organized financial services professional with a passion for operational excellence and delivering exceptional service, we encourage you to apply

Apply