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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 ...

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Client Service Associate information

See Bothell, WA salary details

$9

$19

$30

How much do client service associate jobs pay per hour?

As of Jun 12, 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 information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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, 77% Full Time, 20% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,849 per year, or $19.2 per hour.
Client Service Associate

Client Service Associate

Edelman Financial Engines

Kirkland, WA

$54K - $71K/yr

Other

Posted 12 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

Description
Client Service Associate
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
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 - $71,000. 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.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025.
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