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Client Associate Jobs in Vancouver, WA (NOW HIRING)

UBS

Client Associate

Lake Oswego, OR

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...

UBS

Client Associate

Lake Oswego, OR · On-site

Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • serve private wealth clients with the utmost accuracy and care • carefully open new accounts, execute ...

IMA Financial Group

Client Associate-1 (PNW)

Portland, OR · On-site

$53K - $56K/yr

The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...

US Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

Assists in business development at the direction of theFinancial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and ...

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All JobsClient Associate JobsClient Associate Jobs in Vancouver, WA

Client Associate information

See Vancouver, WA salary details

$19.4K

$53.4K

$79K

How much do client associate jobs pay per year?

As of Jun 17, 2026, the average yearly pay for client associate in Vancouver, WA is $53,358.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $64,900.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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 are the most commonly searched types of Client jobs in Vancouver, WA? The most popular types of Client jobs in Vancouver, WA are:
What are popular job titles related to Client Associate jobs in Vancouver, WA? For Client Associate jobs in Vancouver, WA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Vancouver, WA look for? The top searched job categories for Client Associate jobs in Vancouver, WA are:
What cities near Vancouver, WA are hiring for Client Associate jobs? Cities near Vancouver, WA with the most Client Associate job openings:
Client Associate jobs near you
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Lake Oswego, OR

Other

Posted 10 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 service oriented. Do you know how to take care of people.
We're looking for a Full-Time Client Associate to:
serve private wealth clients with the utmost accuracy and care
carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
support a team of professionals in delivering the service model
educate clients on account services and capabilities
keep management systems up to date with client information
help with the preparation of reports and other materials for client meetings
track and execute client service and operational activities with a high degree of professionalism
coordinate detailed calendar of activities
Field phone calls and work.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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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