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Client Associate Jobs in Bellingham, WA (NOW HIRING)

The Branch Complex Director will build trust and relationships with the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market ...

Tax Associate

Ferndale, 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

Bellingham, 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

Burlington, 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

Bellingham, 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

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

Lynden, 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

Mount Vernon, 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 ...

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Client Associate information

See Bellingham, WA salary details

$19.2K

$53K

$78.5K

How much do client associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for client associate in Bellingham, WA is $52,973.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $64,400.00 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?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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 are the most commonly searched types of Client jobs in Bellingham, WA?

The most popular types of Client jobs in Bellingham, WA are:

What job categories do people searching Client Associate jobs in Bellingham, WA look for?

The top searched job categories for Client Associate jobs in Bellingham, WA are:

What cities near Bellingham, WA are hiring for Client Associate jobs?

Cities near Bellingham, WA with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Bellingham, WA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $52,973 per year, or $25.5 per hour.

Full-time

Posted 13 days ago


Livingston International rating

7.7

Company rating: 7.7 out of 10

Based on 9 frontline employees who took The Breakroom Quiz


Job description

Client Import Analyst 

Join Livingston and grow your career in the constantly changing world of international trade. Livingston is a market leader offering customs brokerage, international trade consulting, compliance and freight forwarding services around the world. Livingston has over 3,000 employees at more than 90 key border crossings, sea ports, airports and other strategic locations in North America, Europe and Asia.  

Our fast-paced and collaborative environment offers you the opportunity to work with leaders in the industry, receive recognition for achievements and develop your expertise in the complex and evolving world of trade. Learn how you can make an impact at Livingston. 

JOB SUMMARY

This position reports to the Manager, Service Delivery and acts as the primary support and day to day client contact. Facilitate release and entry summary completion; accountable for a range of client and customs process management and compliance activities including release support, tariff database management, classifications, client instructions/requirements maintenance. This position assists in ensuring that all entries are classified and billed accurately and within LII service standards to ensure their clients' complete satisfaction.

KEY DUTIES & RESPONSIBILITIES
  • Build and maintain excellent, direct working relationship with the client and/or carriers, provides day to day contact and support.
  • Prioritize and complete work according to client's needs, demands, customs requirements and Livingston standards for release conditions and ensure compliance.
  • Create and proactively maintain the client tariff database, ensuring all associated system maintenance files/information, associated vendors and keywords are accurate and current in order to take advantage of data defaults for accurate quality output and one-step processing. Update information as necessary.
  • Verify documentation for release conditions, compliance and rating compliance (e.g., free trade certificates).
  • Create, maintain and adhere to client Standard Operating Procedures (SOPs) and Exceptions to Standard Procedures (ESPs).
  • Identify opportunities to improve service delivery, operational productivity and relationships within North American Brokerage operations.
  • Ensure accurate and timely release and rating of shipments on all modes of transportation for their assigned client base, including auditing work completed by Release Pool or the NSC in Air/Sea locations.
  • Provide support, guidance and mentoring to Release Operations members to ensure accurate release and rating activities are completed to achieve service levels (non-Air/Sea locations only).
  • Escalate items for additional resolutions or return entries to release team members and recommend corrective actions.
  • Create customs entries in appropriate system through proper vendor and keyword selection and interpretation of Customs document for both high and low value shipments. Key in shipment information for EDI release, rating and billing, ensuring that all mandatory fields are completed and accurate.
  • In a professional manner, work directly with and contact clients/carriers to obtain missing documentation, information and/or instructions.
  • Works directly with Customs and PGA's as necessary.
  • Conduct periodic checks to ensure accurate application of tariff and valuation along with proper selection of client/importer information.
  • Responsible to conduct documented internal audit.
  • Assist MSD in compiling and reporting performance measurement statistics for the Client Service Team.
  • Participate fully with other team members in the day-to-day operations of the team, including setting priorities, organizing and scheduling work, coordinating with others, problem-solving and decision-making, participating in meetings and handling special projects.
  • Proactively coordinate and implement electronic data relationships to gain efficiencies and improve one-step processing.
  • Keep abreast of new systems developments.
  • Perform other related duties as assigned by management.
  • Adhere to established policies and procedures.
KNOWLEDGE & SKILLS
  • Excellent oral and written communication and organizational skills.
  • Client Service oriented -- interpersonal skills with internal/external clients and coworkers.
  • Ability to handle large volumes and meet tight deadlines.
  • Strong knowledge of company policies and procedures.
  • Attention to detail; organization, completeness and accuracy.
  • Good analytical skills with problem-solving ability.
  • Ability to make decisions and recommendations within authorized limitations.
  • Excellent time management skills.
  • Ability to present a professional image.
  • Knowledge of Word and Excel software.
  • Office equipment/machinery used: Personal computer and common business machines/software
WORK EXPERIENCE – MINIMUM REQUIRED
3 years of related experience
EDUCATION
Required: High School/GED or equivalent
Preferred: Associates Degree or post-secondary education
COMPETENCIES
Business Acumen and Straight Talk
Agility
Customer First Focus
Accountability
Leading and Developing
Inclusion and Collaboration

At Livingston, we are committed to fostering a flexible, growth-oriented environment where you can thrive. Our culture is built on respect, recognition, and collaboration, and we empower our team with trusted expertise, continuous learning opportunities, and long-term support. We offer competitive compensation, comprehensive benefits, and a transparent pay philosophy aligned with market data and job-related factors.  

Base salary is one component of our total rewards package which also includes incentive opportunities, benefits, and professional development. Salary ranges are established by location and reflect relevant factors such as skills, experience, and market conditions. The good-faith salary range for this position is $25.22 to $38.94 USD. Actual compensation will be determined based on these factors and may vary accordingly. 

Diversity, Equity, and Inclusion at Livingston 

We are proud to be an inclusive employer and welcome applications from individuals of all backgrounds, experiences, and perspectives. Inclusiveness makes us stronger and better at what we do.   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. 

Livingston is an equal opportunity employer and committed to creating and sustaining an inclusive environment in which all individuals are treated with dignity, respect and one which reflects the diversity of the community in which we operate. Accommodations are available for applicants and employees with disabilities throughout the recruitment process. If you require accommodations for interviews or other meetings, please advise when submitting your application.  

Job Type: Full-Time

Location: WA Blaine - US065


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