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

Wedbush

Registered Client Service Associate

Seattle, WA

$30 - $33.65/hr

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 ...

Gallagher

Commercial Lines Client Service Associate

Seattle, WA · Hybrid

$18.25 - $22.75/hr

Overview At Gallagher, we're looking for a Commercial Lines Client Service Associate to join our team in Seattle, WA. In this role, you'll help clients solve challenges and deliver tailored insurance ...

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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 Jul 3, 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 does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

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.
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 June 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 5% Hybrid, and 2% Remote job distribution, with an average salary of $39,849 per year, or $19.2 per hour.
Registered Client Service Associate

Registered Client Service Associate

Wedbush Securities

Seattle, WA • On-site

$30 - $33.65/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 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

Experience and Skills
  • 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

Job Benefits
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
  • Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
  • Health Savings Account with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
  • Tuition reimbursement up to $5,250/year
  • 3 weeks of Paid Time Off
  • 2 weeks of Paid Sick Time (may vary by location)
  • 10 Paid Holidays
  • Charitable Donation Matching Contributions
  • Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
  • FINRA License Sponsorship
  • Travel & Employee Assistance and Employee Discount Programs

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $30.00/hr to $33.65/hr. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq,, Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

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