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Client Service Associate Jobs in Federal Way, WA

RIA Recruiting

Client Service Associate

Seattle, WA · Hybrid

$80K - $100K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Seattle, WA · On-site +1

$70K - $85K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Raymond James Financial Services

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Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in ...

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 ...

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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All JobsClient Service Associate JobsClient Service Associate Jobs in Federal Way, WA

Client Service Associate information

See Federal Way, WA salary details

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$19

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How much do client service associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for client service associate in Federal Way, WA is $19.14, 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 Federal Way, WA are hiring for Client Service Associate jobs? Cities near Federal Way, WA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Federal Way, WA as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,808 per year, or $19.1 per hour.
Client Service Associate

Client Service Associate

Wealth Enhancement Group

Lacey, WA • On-site

$30 - $35/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Lacey, WA office has an exciting opportunity for a Client Service Associate! This role is a vital part of our team, responsible for providing exceptional service and support to clients, external partners, and internal advisors. You will contribute to a culture of collaboration and continuous improvement, with opportunities for growth and team leadership.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $30.00 to $35.00 per hour, depending on experience.
Primary Job Functions
New Client Onboarding
  • Ensure accurate completion of prospect and new client documentation and setup
  • Follow up on fund transfers from surrendering companies
  • Maintain the Salesforce CRM database and client files, including filing, copies, and data entry
  • Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
  • Record incoming assets to the appropriate tracking tools

Client Relationship Management
  • Engage with clients to understand their history and financial needs
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs)
  • Communicate with clients to clarify requests and determine next steps, including resolving issues or coordinating with advisors
  • Facilitate communication with clients' tax or legal counsel as needed, including death claim processing

Client Review Preparation and Follow-Up
  • Gather client data and prepare materials for meetings and reviews
  • Conduct tax research (such as 1099s) and complete review follow-up actions

Industry, Product, and Company Knowledge
  • Apply knowledge of WEG's Suitability Guidelines, operational processes, and sales model
  • Maintain a working proficiency with financial products such as annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attend client service training, company educational events, and vendor presentations as needed

Team and Corporate Support
  • Assist advisor team operations with process improvements
  • Complete operational projects to support enhancements and changes
  • Share process and sales updates with the team
  • Mentor and train Client Service Associates (CSAs)
  • Manage vendor relationships in accordance with service level agreements
  • All other duties as assigned.

Education & Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Customer service training, knowledge, or experience
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure, and prioritize work
  • Ability to work as a team member
  • Ability to learn WEG's sales model, processes, and procedures
  • Strong attention to detail
  • Effective problem-solving skills
  • Superior verbal and written communication skills
  • Proficiency with Microsoft Office Suite or related software
  • Familiarity with Salesforce and Support Org functionality
  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. The Client Service Associate role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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