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Client Associate Jobs in Bothell, WA (NOW HIRING)

Kohr Consulting, LLC

Client Advisor

Mercer Island, WA · On-site

$90K - $100K/yr

Client Associate Well-established financial services practice on Mercer Island, in the greater Seattle area, is seeking a Client Associate to join our team! We are achievement oriented and have a ...

SPS-North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

SPS-North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Bothell, WA

Client Associate information

See Bothell, WA salary details

$20.7K

$57K

$84.4K

How much do client associate jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client associate in Bothell, WA is $56,973.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $69,300.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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.

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 popular job titles related to Client Associate jobs in Bothell, WA? For Client Associate jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Bothell, WA look for? The top searched job categories for Client Associate jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Client Associate jobs? Cities near Bothell, WA with the most Client Associate job openings:
Client Associate jobs near you
Client Advisor

Client Advisor

Kohr Consulting, LLC

Mercer Island, WA • On-site

$90K - $100K/yr

Other

Medical, Dental, Retirement

Posted 14 days ago

Job description

Company Description
Our client is a family business, formed in 2013. The principals had enjoyed lengthy tenures at a major, well-regarded financial institution but longed to create more personal, long-term relationships with clients. They decided to open our own practice to hold and service client assets. Their venture has been a tremendous success, and can genuinely say that they look forward to going to work every day. We look forward to working with you!
This position is ON-SITE, IN-PERSON in Mercer Island, WA, 5 days a week.
No sponsorship available for this role.
Job Description
Client Associate
Well-established financial services practice on Mercer Island, in the greater Seattle area, is seeking a Client Associate to join our team! We are achievement oriented and have a reputation for excellence. We deal positively with our established clients and have the growth potential to help you reach your career goals. We are committed to delivering superior service based on a foundation of honesty and integrity. We seek an individual who excels in client service, administrative functions and office management. This position requires a goal-oriented, self-motivated person with a professional demeanor.
General Responsibilities:
  • Service existing client relationships and assist in acquiring new client relationships.
  • Conduct research and prepare information for the Financial Advisors.
  • Office management.
  • Cross train responsibilities in the practice to leverage the Financial Advisors in all phases of client service.
  • Exercise discretion and judgement to solve client needs.
Qualifications
Qualifications:
  • Series 7 license.
  • Bachelor's degree is strongly preferred. Associate's degree with commensurate work experience for 2 or more years in a sales, marketing, or service profession.
  • Excellent oral, written and interpersonal communication skills.
  • Eager to learn, cooperative team player.
  • A genuine interest in servicing and caring for our clients.
  • Adapts to change in the work environment, managing competing demands and multiple interruptions.
  • Detail oriented, deadline focused, and demonstrates a commitment to accuracy by delivery of high quality work.
Additional Information
Benefits:
  • $90,000-$100,000 salary with opportunity for incentive-based pay. Willing to negotiate increased compensation for the ideal candidate.
  • 401(k) with employer matching and profit sharing plan.
  • Fully paid health and dental insurance plan.
  • Paid holidays and time off.

Must be willing to work onsite in the Mercer Island, WA office 5 days per week.
No sponsorship at this time.
Job Type: Full-time
Salary: $90,000-100,000 per year DOE
All your information will be kept confidential according to EEO guidelines.
Our client is proud to be an equal opportunity employer. They celebrate diversity and are dedicated to creating an inclusive environment for all employees.

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