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Client Associate Jobs in Lacey, WA (NOW HIRING)

Wells Fargo

Branch Support Manager

Tacoma, WA · On-site

About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat

Wells Fargo

Branch Support Manager

Tacoma, WA · On-site

About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat

KeyBank

Associate Private Client Advisor

Olympia, WA · On-site

Location: 3611 Martin Way E - Olympia, Washington 98506-5099 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our

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Client Associate information

See Lacey, WA salary details

$20.1K

$55.5K

$82.2K

How much do client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client associate in Lacey, WA is $55,504.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,500.00 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 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.

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 job categories do people searching Client Associate jobs in Lacey, WA look for? The top searched job categories for Client Associate jobs in Lacey, WA are:
What cities near Lacey, WA are hiring for Client Associate jobs? Cities near Lacey, WA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Lacey, WA as of June 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,504 per year, or $26.7 per hour.
Client Service Associate

Client Service Associate

Wealth Enhancement Group

Lacey, WA • On-site

$30 - $35/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Lacey, WA office has an exciting opportunity for a Client Service Associate! This role is a vital part of our team, responsible for providing exceptional service and support to clients, external partners, and internal advisors. You will contribute to a culture of collaboration and continuous improvement, with opportunities for growth and team leadership.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $30.00 to $35.00 per hour, depending on experience.
Primary Job Functions
New Client Onboarding
  • Ensure accurate completion of prospect and new client documentation and setup
  • Follow up on fund transfers from surrendering companies
  • Maintain the Salesforce CRM database and client files, including filing, copies, and data entry
  • Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
  • Record incoming assets to the appropriate tracking tools

Client Relationship Management
  • Engage with clients to understand their history and financial needs
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs)
  • Communicate with clients to clarify requests and determine next steps, including resolving issues or coordinating with advisors
  • Facilitate communication with clients' tax or legal counsel as needed, including death claim processing

Client Review Preparation and Follow-Up
  • Gather client data and prepare materials for meetings and reviews
  • Conduct tax research (such as 1099s) and complete review follow-up actions

Industry, Product, and Company Knowledge
  • Apply knowledge of WEG's Suitability Guidelines, operational processes, and sales model
  • Maintain a working proficiency with financial products such as annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attend client service training, company educational events, and vendor presentations as needed

Team and Corporate Support
  • Assist advisor team operations with process improvements
  • Complete operational projects to support enhancements and changes
  • Share process and sales updates with the team
  • Mentor and train Client Service Associates (CSAs)
  • Manage vendor relationships in accordance with service level agreements
  • All other duties as assigned.

Education & Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Customer service training, knowledge, or experience
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure, and prioritize work
  • Ability to work as a team member
  • Ability to learn WEG's sales model, processes, and procedures
  • Strong attention to detail
  • Effective problem-solving skills
  • Superior verbal and written communication skills
  • Proficiency with Microsoft Office Suite or related software
  • Familiarity with Salesforce and Support Org functionality
  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. The Client Service Associate role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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