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Client Associate Jobs in Olympia, WA (NOW HIRING)

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 ...

Associate's degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

Client Service Associate 2

Olympia, WA · On-site

$15.50 - $21.25/hr

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

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

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

Client Service Coordinator

Lakewood, WA · On-site

$19.50 - $25.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...

Retail Sales Associate

Mccleary, WA · On-site

$17 - $19.75/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Olympia, WA · On-site

$16.25 - $18.75/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Wollochet, WA · On-site

$16.25 - $18.50/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Littlerock, WA · On-site

$16 - $18.50/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Rochester, WA

$15.75 - $18/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Tacoma, WA

$16.25 - $18.75/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

Retail Sales Associate

Vaughn, WA · On-site

$16.50 - $19/hr

Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...

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Client Associate information

See Olympia, WA salary details

$19.8K

$54.6K

$81K

How much do client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client associate in Olympia, WA is $54,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $66,500.00 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 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 are the most commonly searched types of Client jobs in Olympia, WA? The most popular types of Client jobs in Olympia, WA are:
What job categories do people searching Client Associate jobs in Olympia, WA look for? The top searched job categories for Client Associate jobs in Olympia, WA are:
What cities near Olympia, WA are hiring for Client Associate jobs? Cities near Olympia, WA with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Olympia, WA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $54,650 per year, or $26.3 per hour.

Intake Client Associate

Help At Home

Olympia, WA • On-site

$21 - $24/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago


Help At Home rating

5.7

Company rating: 5.7 out of 10

Based on 180 frontline employees who took The Breakroom Quiz

150th of 239 rated social care providers


Job description

Overview

As the nation's leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their own homes. The home is more than a place - it's the center of health, care coordination, and Meaningful Moments that transform lives.

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 care in communities across the country.

Pay Range: $21-$24 per hour

Our Benefits:

  • Comprehensive medical, dental, and vision coverage

  • 401(k) retirement plan

  • Paid time off and holidays

  • Employee assistance programs and wellness initiatives

  • Flexible options to support a balanced life

Responsibilities

What You'll Do:

  • Cultivate and maintain strong relationships with key clients, providing tailored solutions that align with their business needs to drive account growth Act as a representative for Help at Home within the community, enhancing brand awareness and supporting strategic business development initiative

  • Ensure efficient communication channels and procedures that streamline operations and enhance client and referral source management

  • Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting goals.

  • Build and maintain robust relationships with key clients, acting as a trusted advisor. Understand their business needs and objectives to provide tailored solutions and drive account growth

  • Follow up on leads effectively and in a timely manner.

  • Maintain the database with all sales activities.

  • Actively engage with clients to ensure a timely admission process for start of services.

  • Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth.

  • Facilitate collaboration with recruiting and onboarding teams to ensure consistency in best practices and communication across departments.

  • Perform other duties as assigned.

  • This description reflects assignment of essential functions, management may assign or reassign duties and responsibilities to this job at any time that are not listed above.

Qualifications

What You'll Bring:

  • Embodies leadership principles, inspires others through their actions, and actively contributes to a growth-oriented culture of continuous improvement and excellence.

  • Provides constructive feedback to both peers and leaders, demonstrating empathy and patience, taking time to understand both the common and unique challenges faced by teammates.

  • Cascades team goals to individuals and supports the goals through relevant, personalized advice and team best practices.

  • Demonstrates commitment to their own professional development and the personal and professional goals of their teammates.

  • Strong interpersonal and communication skills, with the ability to build rapport with clients and internal teams.

  • Excellent organizational and time management skills, with the ability to manage multiple accounts and projects simultaneously

  • Strong problem-solving skills: ability to deal with conflict in a professional manner.

  • Ability to effectively communicate externally as well as internally with all levels of the organization.

  • Ability to multitask and manage multiple responsibilities.

  • Demonstrates compassion, responsibility, and cheerful attitude. Ability to deal with conflict in a professional manner.

  • Proficiency in CRM software like Salesforce

  • Proficient with Microsoft Office Suite.

Education and Experience:

  • High School Diploma or GED required.

  • Two (2) years in client services, or a related role, with a focus on intake processes; experience in healthcare sales preferred.

  • Medicaid, Waiver and Home Healthcare experience preferred.

  • Experience as a manager or team leader preferred.

  • Experience managing relationships with distribution partnerships and/or referral sources a plus.

Physical Requirements:

  • Sedentary - ability to remain in a stationary position for extended periods of time.

  • Ability to move, transport, or position: ? up to 50 pounds; ? up to 100 pounds

  • Ability to move or traverse about in offices and/or client homes, including ascending and descending stairs.

  • Ability to communicate effectively and clearly with others to exchange information.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.

Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or religion or other legally protected status.

Pay Range

USD $21.00 - USD $24.00 /Hr.


What Help At Home employees say

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