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Client Associate Jobs in Redmond, WA (NOW HIRING)

Gallagher

Client Associate

Bellevue, WA · Hybrid

Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced ...

Gallagher

Client Associate

Bellevue, WA

Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced ...

UBS

Client Associate

Everett, WA

Do you know how to take care of people? We're looking for a client associate to: • Coordinate and plan branch office business meetings and various activities • Handle client facing tasks, greet ...

UBS

Client Associate

Seattle, WA

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 ...

UBS

Client Associate

Seattle, WA · On-site

$60K - $70K/yr

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 ...

UBS

Client Associate

Seattle, WA · On-site

$60K - $70K/yr

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 ...

D.A. Davidson

Registered Client Associate

Everett, WA

$55K - $65K/yr

At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...

D.A. Davidson

Registered Client Associate

Everett, WA · On-site

$55K - $65K/yr

... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...

D.A. Davidson

Registered Client Associate

Everett, WA · On-site

$55K - $65K/yr

... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...

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Client Associate information

See Redmond, WA salary details

$20.7K

$57.1K

$84.6K

How much do client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client associate in Redmond, WA is $57,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,800.00 and $69,400.00 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 Redmond, WA look for? The top searched job categories for Client Associate jobs in Redmond, WA are:
What cities near Redmond, WA are hiring for Client Associate jobs? Cities near Redmond, WA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Redmond, 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 $57,078 per year, or $27.4 per hour.
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Everett, WA • On-site

Other

Posted 25 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Are you truly service oriented. Do you know how to take care of people?
We're looking for a client associate to:
Coordinate and plan branch office business meetings and various activities
Handle client facing tasks, greet clients at front -desk and assist in a variety of office operations
Assist in the administrative aspects of licensing and registration for all registered employees
Plan team marketing events and maintain marketing materials
Provide the team with a detailed calendar of activities

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

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

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