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Client Associate Jobs in Vancouver, WA (NOW HIRING)

US Bank

Wealth Management Client Associate

Portland, OR

$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

Oregon City, 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 ...

US Bank

Wealth Management Client Associate

Hillsboro, OR

$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 ...

US Bank

Wealth Management Client Associate

Gresham, OR

$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

Portland, 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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Showing results 1-20

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 Aug 10, 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.

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 Vancouver, WA? The most popular types of Client jobs in Vancouver, WA 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
Infographic showing various Client Associate job openings in Vancouver, WA as of August 2026, with employment types broken down into 76% Full Time, 14% Part Time, and 10% Contract. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution, with an average salary of $53,358 per year, or $25.7 per hour.

Registered Client Associate

D.A. Davidson

Lake Oswego, OR • On-site

Full-time

Medical, Dental, Vision, PTO

Posted 4 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Lake Oswego, OR office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. 

Primary Qualifications:
   Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
   Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
   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, Envestnet, CRM, Money Guide Pro preferred. 
   Excellent communication (written and verbal), problem solving and client service skills. 
   Strong attention to detail and accuracy including the ability to perform semi-advanced math. 
   Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
   Ability to maintain regular, predictable attendance and to work overtime as needed. 

Primary Duties:
   Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
   Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
   Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity. 
   Assist FA with comprehensive financial plans for current and prospective clients. 
   Assist FA in developing and implementing periodic client mailings, communications and events. 
   Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
   Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
   Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager. 
   Other projects and duties as assigned!

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
   Medical, Dental and Vision
   Company 401(k)and ESOP contribution 
   Generous sick, vacation, and maternity/parental leave
   Paid holidays
   Professional Development Opportunities
   Tuition Reimbursement ($15,000 lifetime cap)
   Discounted personal insurance including home, auto and recreational vehicles
   Charitable gift-matching program
   Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.  

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
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