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Client Service Associate Jobs in Federal Way, WA

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

Client Service Associate information

See Federal Way, WA salary details

$9

$19

$30

How much do client service associate jobs pay per hour?

As of Jun 11, 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 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 are the most commonly searched types of Client Service jobs in Federal Way, WA? The most popular types of Client Service jobs in Federal Way, WA are:
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 June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% 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

Freestone Capital Management

Seattle, WA • On-site

$80K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role
We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations, and project management within the financial services industry. Freestone is committed to professional development and offers a path for career advancement within the organization.
In this role, you will foster strong client relationships and provide high-level operational and administrative support to advisors and team members. This is an exciting opportunity to be a part of a growing and fast-paced firm dedicated to excellence in wealth management.
The ideal candidate has 2 or more years of client service experience in the financial services industry and has or is willing to obtain the Series 65 license.
Key Responsibilities
  • Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team.
  • Strategic Advisor Partnership: Build a strong rapport with advisors, anticipating their needs and streamlining processes to enhance efficiency and service delivery.
  • Operational & Administrative Leadership: Take ownership of key administrative functions while expanding into higher-level client service responsibilities.
  • Technical Mastery & Autonomy: Develop deep expertise in our internal account management systems to independently:
    • Generate and analyze ad hoc reports.
    • Respond to client inquiries with confidence and precision.
    • Prepare comprehensive meeting materials.
    • Process trade tickets and execute transactions seamlessly.
    • Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.
Qualifications and Skills
  • Bachelor's degree required (Finance or Business degree preferred).
  • Series 65 (or equivalent) or ability to obtain upon hire is preferred.
  • 2-4 years of experience in a client service role within financial services.
  • Exceptional attention to detail and ability to manage multiple priorities in a fast-paced setting.
  • Strong interpersonal and communication skills, with a client-first mindset.
  • A proactive, solutions-driven approach with the ability to work both independently and collaboratively.
  • Discreet in handling sensitive and confidential information.
Why Join Us?
  • The expected base salary for this position is $80,000 - $90,000, depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance.
  • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
  • Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays.
  • Meal perks, company events, team celebrations, and more.
  • A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.
Our Core Values
  • Commitment: You bring passion, integrity, and energy to everything you do.
  • Collaboration: Working together makes us stronger, smarter, and more innovative.
  • Continuous Improvement: We're all about growth-both for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

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