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Client Associate Jobs in Vancouver, WA (NOW HIRING)

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Tigard, OR · On-site

$70K - $85K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...

Ceritypartners

Client Service Associate

Portland, OR

$70K - $85K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

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Showing results 21-40

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 11, 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 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
Infographic showing various Client Associate job openings in Vancouver, WA as of August 2026, with employment types broken down into 77% Full Time, 14% Part Time, and 9% Contract. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution, with an average salary of $53,358 per year, or $25.7 per hour.

Client Service Associate (Remote)

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Full-time

Re-posted 21 days ago

Job description

Client Service Associate 1099 / Remote Contractor

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do

Client Service & Workflow Coordination

Coordinate and take action on client service requests

Process account openings, transfers, and custodial forms with precision

Handle client scheduling, reminders, and meeting logistics

Track follow-ups and ensure all client tasks are completed accurately and on time

Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

Handle e-signature workflows, document tracking, and custodial follow-ups

Use tools like Calendly, Emoney, and Zoom daily

Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

Manage partner calendars, follow-up tasks, and internal checklists

Communicate key updates and task statuses clearly and consistently

Step in to get things done quickly, without needing to be asked twice

Proactively identify what needs attention and take ownership

What We're Looking For

Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

Know the lingo, paperwork, custodians, and processes like second nature

Thrive in a fast-moving, task-heavy environment with no room for dropped balls

Take initiative, figure things out, and finish the job with high attention to detail

Are a highly organized, reliable, proactive, and calm under pressure person

Love working closely with senior leadership and interacting with clients

Communicate clearly and consistently, even when working independently

Enjoy using tech and AI to get more done faster

Interest and experience with paraplanner tasks a plus.

Compensation

$30$45/hour depending on experience

Contractor role; fully remote

2040 hours per week (with flexibility and room to grow)

Must be available to work with partners Monday Friday PST

How to Apply

Complete the questionnaire
Upload your resume
Provide 3 work references