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

Savers Value Village

Customer Service Associate

Redmond, WA · On-site

$17.15 - $22.60/hr

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 ...

Vodia Ventures

Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

Invesco

Client Service Associate

Seattle, WA · On-site

$80K - $85K/yr

We are looking for our next Client Service Associate to support our growing business. Successful ... Responsible for new account set up, change requests, & processing cash raises across RIA & BD ...

Invesco

Client Service Associate

Seattle, WA · Hybrid

$80K - $85K/yr

We are looking for our next Client Service Associate to support our growing business. Successful ... Responsible for new account set up, change requests, & processing cash raises across RIA & BD ...

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

Account Service Associate information

See Seattle, WA salary details

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How much do account service associate jobs pay per hour?

As of Aug 16, 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

Coldstream Wealth Management

Bellevue, WA • Hybrid

$60K - $70K/yr

Full-time

Re-posted 8 days ago

Job description

If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

This position is located on the edge of downtown Bellevue. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays, Wednesdays and Thursdays with the ability to work from home Mondays and Fridays.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests

  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance

  • Coordinating the new client onboarding process:

  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access

  • Updating cost basis, tracking required minimum distributions, reconciling account information

  • Sending and receiving documents to clients, their advisors, and investment custodians

  • Entering and maintaining client data and activity notes in our CRM system


  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)

  • Interest in building a career in the wealth management industry

  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus

  • Excellent communication skills, including proper grammar and punctuation

  • Strong organizational skills and the ability to follow established processes consistently

  • Strong prioritization skills and the ability to manage multiple tasks independently

  • Excellent reliability

  • A Bachelor's degree is preferred due to future career path requirements