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Client Associate Jobs in Bellingham, WA (NOW HIRING)

Retail Part Time Store Associate

Bellingham, WA · On-site

$15.75 - $18.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Associate Attorney

Bellingham, WA · On-site

$80K - $135K/yr

ASSOCIATE ATTORNEY - Bellingham, WA ( 98225 ) Responsibilities: • Provides legal representation ... to ensure each client receives best possible representation. • Comply with continuing ...

Production Associate

Burlington, WA · On-site

$22.50 - $24/hr

Production Associate - Engineered Wood Manufacturing (Day & Night Shifts) Location: Burlington, WA ... Our client is the leading manufacturer of private label engineered wood products , known for ...

Production Associate - Engineered Wood Manufacturing (Day & Night Shifts) Location: Burlington, WA ... Hire (90 days) About the Company Our client is the leading manufacturer of private?label engineered ...

Showing results 21-40

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 2, 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.

Associate Financial Advisor - Mt Vernon, WA

Edward Jones Careers

Mount Vernon, WA • On-site

Full-time

Re-posted 2 days ago


Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 258 frontline employees who took The Breakroom Quiz

75th of 152 rated financial services


Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

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