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Client Associate Jobs in Bothell, WA (NOW HIRING)

SPS North America

Client Services Associate

Renton, WA · On-site

$22.64/hr

Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"--you are the engine that keeps our ...

Pathstone

Associate, Client Advisory

Bellevue, WA · Hybrid

$65K - $81K/yr

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

PathStone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

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Showing results 41-60

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 Aug 12, 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.

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 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.

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 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
Infographic showing various Client Associate job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $56,973 per year, or $27.4 per hour.

Client Services Associate

Navia Benefit Solutions Inc

Renton, WA • On-site

$20 - $25/hr

Full-time

Medical, Life

Re-posted 3 days ago

Navia Benefit Solutions rating

5.5

Company rating: 5.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

426th of 488 rated business services

Job description

Description:

About Navia Benefit Solutions:

We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.

________________________________________

About the Role:

As a Client Services associate you will represent Navia in a professional manner and provide support, education, and general customer service to clients and brokers. You will work in a team environment servicing clients as well as collaborating with Account/Team Managers and internal departments to assist in day-to-day administrative tasks. ________________________________________

What You’ll Do:

• Support employer group clients and brokers by researching and answering inquiries via email and phone.

• Process updates to plan participants and benefits at the request of employer group clients, brokers, and senior members of the internal Navia team.

• Plan and attend meetings/calls with clients and brokers as needed, including regular recurring meetings.

• Assist with resolving escalated client and broker issues with direction and support from a senior team member.

• Understand and facilitate all aspects of the annual plan renewal process.

• Assist in creating new plan year forms and documents, complete renewal related tasks and tracking, and discuss rate changes with clients and brokers.

• Understand other Navia internal departments’ functions and processes at a high level and work with those departments to resolve client questions/issues as needed.

• Understand the file import process and the various types of files that clients send.

• Interpret Navia’s file specs and troubleshoot file issues.

• Audit client plans as needed.

• Assist with projects and tasks for team and department as necessary.

• Contribute to ongoing team analysis of procedures, aiming to streamline and automate processes and build efficiency.

• Meet department and team performance expectations.

Work Environment:


Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.


Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA

Why Join Navia?

  • Impact: Play a pivotal role in supporting employers and employees nationwide.
  • Growth: Advance your skills with a team committed to excellence and innovation.
  • Culture: Join a company that values collaboration, innovation, and customer-first solutions.

Perks and Benefits:

  • Competitive Salary Range: $20-$25/Hr.
  • Generous health benefits
  • Company sponsored wellness benefits
  • Complimentary Life Insurance and Long-Term Disability Insurance
  • Paidtime off
  • 6 Paid Holidays & 2 Paid Floating Holidays
  • Work from home and hybrid schedules available!


Requirements:

What We’re Looking For:

  • Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs.
  • Excellent customer service skills.
  • Excellent written communications skills.
  • Ability to adhere to a work schedule following standard business hours and can maintain regular, on-time attendance, including attendance of meetings and scheduled phone shift.
  • Positive work attitude and adaptability.
  • Organizational and time management skills.
  • Problem solving and critical thinking skills.
  • Independent/self-motivated and can also work well in a team environment.
  • Willingness to work outside scheduled work hours as needed, especially during our busy season.

Bonus Points For:

• Experience with employer benefits


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