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Associate Financial Representative Jobs in Federal Way, WA

With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ... financial forms dealing with the purchase / sale. * Audit all forms and orders to confirm terms ...

Sales Rep BC - Seattle, WA

Seattle, WA ยท On-site +1

$39K - $92K/yr

We connect financial institutions, corporations, merchants, and consumers to one another millions ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Sales Support Representative

Issaquah, WA ยท On-site

$23.38 - $30.28/hr

... pricing, preventing any financial deductions. Sales Support must possess proven strong ... Update internal associates and clients on Costco's currency exchange rate changes. * Ensuring ...

Showing results 41-60

Associate Financial Representative information

See Federal Way, WA salary details

$11

$29

$74

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Federal Way, WA is $29.38, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $28.70 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are popular job titles related to Associate Financial Representative jobs in Federal Way, WA?

For Associate Financial Representative jobs in Federal Way, WA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Federal Way, WA look for?

The top searched job categories for Associate Financial Representative jobs in Federal Way, WA are:

What cities near Federal Way, WA are hiring for Associate Financial Representative jobs?

Cities near Federal Way, WA with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Federal Way, WA as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $61,117 per year, or $29.4 per hour.

Customer Service Representative

Columbia Banking System, Inc.

Seattle, WA โ€ข On-site

$18 - $24/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket commercial equipment leases. FinPac originates business through partnering with vendors, third party originators and lessors nationwide. For over 50 years, these partners have relied on Financial Pacific to provide them with innovative financing solutions for their customers.

About the Role:

The Customer Support Representative is responsible for professionally managing incoming calls and written communications, ensuring customer inquiries are handled promptly, accurately, and in alignment with established guidelines. This role troubleshoots and resolves customer issues by analyzing information, coordinating with internal teams, and serving as an effective liaison between departments and external partners. The representative uses company systems and tools to perform tasks efficiently and support both customer needs and organizational objectives.

Maintains strong communication with management regarding any situations that could impact the company. This role is expected to build and sustain positive customer relationships while demonstrating strong work ethic, clear verbal and written communication skills, effective time management, and the ability to work well under pressure. Consistency, attention to detail, organization, flexibility, honesty, and teamwork are essential traits for success in this position.

  • Serve as the primary point of contact for customers, vendors, brokers, and internal teams, managing inbound calls and written communications professionally and efficiently

  • Resolve customer issues by analyzing information, troubleshooting, and coordinating across departments and external partners

  • Provide support on lease-related inquiries including buyouts, invoicing, billing, taxes, contract changes, and payment history requests

  • Handle escalations and de-escalate complex customer situations while adhering to SLAs and company policies

  • Process account and document-related tasks such as contract adjustments, invoices, automatic payments, and lease assumptions

  • Prepare and distribute customer documentation and maintain accurate records in company systems

  • Utilize internal tools and systems to complete daily responsibilities with accuracy and efficiency

  • Maintain clear, detailed notes and documentation in customer databases

  • Collaborate cross-functionally to support customer needs and ensure seamless service delivery

  • Communicate effectively with leadership on issues that may impact customers or the business

  • Ensure confidentiality of all customer and company information

  • Follow all company policies, procedures, and regulatory requirements

  • Provide exceptional customer service and contribute positively to team culture and organizational goals

About You:

  • 2+ years of customer service or call center experience in a high-volume, multi-channel environment

  • 1+ year of experience handling issue resolution, troubleshooting, and escalations within defined SLAs/policies

  • Experience in equipment, consumer, or commercial leasing operations (buyouts, assumptions, assignments, etc.) is a plus

  • High school diploma or equivalent required

  • Strong verbal and written communication skills

  • Active listener with a customer-first mindset

  • Demonstrated empathy, patience, and professionalism in customer interactions

  • Strong problem-solving and critical thinking skills

  • Ability to de-escalate challenging situations confidently

  • Highly organized with strong attention to detail

  • Effective time management and ability to multitask in a fast-paced environment

  • Positive attitude with a strong sense of ownership and initiative

The pay range for this role is $18.00 to $24.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Evergreen:

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.