Client Associate
Everett, WA · On-site
Do you know how to take care of people? We're looking for a client associate to: Coordinate and plan branch office business meetings and various activities Handle client facing tasks, greet clients ...
Client Associate
Everett, WA · On-site
Do you know how to take care of people? We're looking for a client associate to: Coordinate and plan branch office business meetings and various activities Handle client facing tasks, greet clients ...
Registered Client Associate
Everett, WA · On-site
$55K - $65K/yr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Registered Client Associate
Everett, WA · On-site
$55K - $65K/yr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Registered Client Associate
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. * Post-Secondary education preferred. * Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ...
Quick apply
Registered Client Associate
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. * Post-Secondary education preferred. * Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ...
Registered Client Associate
Everett, WA · On-site
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...
Registered Client Associate
Everett, WA · On-site
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marysville, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marysville, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marysville, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marysville, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Oak Harbor, WA · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Oak Harbor, WA · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monroe, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monroe, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Lake Stevens, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Lake Stevens, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Stanwood, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Stanwood, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Sedro Woolley, WA · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Sedro Woolley, WA · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Snohomish, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Snohomish, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Freeland, WA · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Freeland, WA · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mill Creek, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mill Creek, WA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Everett, WA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Client Associate information
See Arlington, WA salary details
$20.5K - $26.2K
3% of jobs
$26.2K - $32K
1% of jobs
$32K - $37.7K
9% of jobs
$37.7K - $43.5K
6% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$43.5K - $49.2K
16% of jobs
$49.2K - $54.9K
11% of jobs
The median wage is $56.9K / yr.
$54.9K - $60.7K
11% of jobs
$60.7K - $66.4K
14% of jobs
$68K is the 75th percentile. Wages above this are outliers.
$66.4K - $72.2K
15% of jobs
$72.2K - $77.9K
11% of jobs
$77.9K - $83.6K
3% of jobs
$20.5K
$56.5K
$83.6K
How much do client associate jobs pay per year?
As of Aug 20, 2026, the average yearly pay for client associate in Arlington, WA is $56,461.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $68,700.00 per year, depending on experience, location, and employer.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What cities near Arlington, WA are hiring for Client Associate jobs?
Cities near Arlington, WA with the most Client Associate job openings:
Full-time
Re-posted 6 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a client associate to:
Coordinate and plan branch office business meetings and various activities
Handle client facing tasks, greet clients at front -desk and assist in a variety of office operations
Assist in the administrative aspects of licensing and registration for all registered employees
Plan team marketing events and maintain marketing materials
Provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH