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Client Service Associate Entry Level Jobs in Everett, WA

Edelman Financial Engines

Client Service Associate

Bellevue, WA · On-site

$50K - $65K/yr

  • Medical

  • Dental

  • Retirement

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

Vodia Ventures

Senior Client Service Associate

Bellevue, WA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech ...

Wedbush

Registered Client Service Associate

Seattle, WA · On-site

$30 - $33.65/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...

Keybank

KPB Client Service Associate - Trust

Seattle, WA · On-site

$25 - $38.46/hr

Associate's degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)

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Client Service Associate Entry Level information

See Everett, WA salary details

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How much do client service associate entry level jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for client service associate entry level in Everett, WA is $18.93, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $21.25 per hour, depending on experience, location, and employer.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

What job categories do people searching Client Service Associate Entry Level jobs in Everett, WA look for?

The top searched job categories for Client Service Associate Entry Level jobs in Everett, WA are:

What cities near Everett, WA are hiring for Client Service Associate Entry Level jobs?

Cities near Everett, WA with the most Client Service Associate Entry Level job openings:

Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Everett, WA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $39,378 per year, or $18.9 per hour.

Client Service Associate

Edelman Financial Engines, LLC

Kirkland, WA

$54K - $72K/yr

Full-time

Re-posted 16 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $54,000 - $72,000.  However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.    
 
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.    

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