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Client Service Associate Jobs in Bothell, WA (NOW HIRING)

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55 - $95/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Bellevue, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan-Stanley

Client Service Associate

Seattle, WA · On-site

$55 - $95/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan-Stanley

Client Service Associate

Bellevue, WA · On-site

$55 - $95/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

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Showing results 21-40

All JobsClient Service Associate JobsClient Service Associate Jobs in Bothell, WA

Client Service Associate information

See Bothell, WA salary details

$9

$19

$30

How much do client service associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client service associate in Bothell, WA is $19.16, according to ZipRecruiter salary data. Most workers in this role earn between $15.58 and $21.49 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Bothell, WA are hiring for Client Service Associate jobs?

Cities near Bothell, WA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $39,849 per year, or $19.2 per hour.

Registered Client Service Associate

Wedbush Securities

Seattle, WA • On-site

Full-time

Re-posted 4 days ago

Job description

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

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 limited to: 

  • Provide sales and administrative support to clients and Financial Advisors
  • Maintain and update client account information, assisting Financial Advisors with specialized projects
  • Coordinate, prepare, and assist with client review meetings and new account setups
  • Organize and manage calendars, appointments, and meetings efficiently
  • Process invoices, check requests, and expense reports in a timely manner
  • Research, plan, and arrange detailed travel itineraries, compiling all necessary documents for travel and appointments
  • Interact with clients both in-person and over the phone, delivering exceptional service
  • Prepare correspondence, presentations, and reports as required
  • Track and follow up on time-sensitive tasks and deliverables
  • Answer phones, taking precise and detailed messages
  • Maintain organized files and documentation
  • Perform other duties and tasks as required and assigned

  • Bachelor's Degree or equivalent work experience preferred
  • FINRA Series 7 and 66 OR Series 7 and 63 & 65 certifications required
  • Minimum of 3 years of professional experience preferred
  • Strong commitment to delivering exceptional customer service
  • Proficient understanding of general office procedures and office equipment 
  • Expertise in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Professional appearance and demeanor is essential
  • Positive, proactive attitude with the ability to prioritize, multitask, and meet deadlines

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