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Client Operations Associate Jobs in Vancouver, WA

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Client Operations Associate information

See Vancouver, WA salary details

$11

$27

$55

How much do client operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client operations associate in Vancouver, WA is $27.47, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $31.68 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Vancouver, WA? The most popular types of Client Operations jobs in Vancouver, WA are:
What cities near Vancouver, WA are hiring for Client Operations Associate jobs? Cities near Vancouver, WA with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Vancouver, WA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $57,144 per year, or $27.5 per hour.

Registered Client Associate

D.A. Davidson

Lake Oswego, OR • On-site

Full-time

Posted 5 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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