Client Associate
Seattle, WA · On-site
Do you know how to take care of people? We're looking for a client associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate
Seattle, WA · On-site
Do you know how to take care of people? We're looking for a client associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. * Post-Secondary education preferred. * Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ...
Quick apply
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. * Post-Secondary education preferred. * Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
... Client Associate is preferred. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
... Client Associate is preferred. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro ...
Intake Client Associate
Olympia, WA · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Intake Client Associate
Olympia, WA · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Wealth Management Client Associate
Seattle, WA · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Seattle, WA · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support ...
Client Services Associate
Renton, WA · On-site
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 ...
Client Services Associate
Renton, WA · On-site
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 ...
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 workplace humming.
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
$29 - $33/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Seattle, WA · On-site
$29 - $33/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Seattle, WA · On-site
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Seattle, WA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Seattle, WA · On-site
$22.64/hr
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
$22.64/hr
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
$22.64/hr
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 workplace humming.
Client Services Associate
Seattle, WA · On-site
$22.64/hr
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 workplace humming.
Client Services Associate
Seattle, 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 ...
Client Services Associate
Seattle, 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 ...
Client Services Associate
Seattle, 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 ...
Client Services Associate
Seattle, 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 ...
Client Relationship Associate - Seattle
Federal Way, WA · On-site
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Client Relationship Associate - Seattle
Federal Way, WA · On-site
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Client Relationship Associate - Seattle
Federal Way, WA · On-site
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Quick apply
Client Relationship Associate - Seattle
Federal Way, WA · On-site
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Client Relationship Associate - Seattle
Federal Way, WA · On-site +1
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Client Relationship Associate - Seattle
Federal Way, WA · On-site +1
$65K - $80K/yr
As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...
Client Associate information
See Lakewood, WA salary details
$19.9K - $25.5K
3% of jobs
$25.5K - $31.1K
1% of jobs
$31.1K - $36.7K
9% of jobs
$36.7K - $42.3K
6% of jobs
$44.2K is the 25th percentile. Wages below this are outliers.
$42.3K - $47.9K
16% of jobs
$47.9K - $53.4K
11% of jobs
The median wage is $55.4K / yr.
$53.4K - $59K
11% of jobs
$59K - $64.6K
14% of jobs
$66.1K is the 75th percentile. Wages above this are outliers.
$64.6K - $70.2K
15% of jobs
$70.2K - $75.8K
11% of jobs
$75.8K - $81.4K
3% of jobs
$19.9K
$54.9K
$81.4K
How much do client associate jobs pay per year?
As of Sep 2, 2026, the average yearly pay for client associate in Lakewood, WA is $54,917.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $66,800.00 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?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Lakewood, WA?
The most popular types of Client jobs in Lakewood, WA are:
What cities near Lakewood, WA are hiring for Client Associate jobs?
Cities near Lakewood, WA with the most Client Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
Job description
Key responsibilities
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working in the Seattle and/or Bellevue office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• ideally 3-7 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on finance or related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Washington - Bellevue min USD 65000 - max USD 85000
• United States - Washington - Seattle min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working in the Seattle and/or Bellevue office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• ideally 3-7 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on finance or related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Washington - Bellevue min USD 65000 - max USD 85000
• United States - Washington - Seattle min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH