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Client Service Associate Jobs in Federal Way, WA

Client Services Associate

Seattle, WA ยท On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client ... Maintain the "show-ready" status of our Business Service Center, kitchens, and conference rooms.

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Sep 7, 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 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 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:

Infographic showing various Client Service Associate job openings in Federal Way, WA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $39,808 per year, or $19.1 per hour.

Client Service, Senior Associate

Freestone Capital Management

Seattle, WA โ€ข Hybrid

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 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 27-year history of consistent growth and success, we are an independent wealth and asset management firm with overย $15ย 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 an accomplished Senior Associate in Client Service to join one our team.ย  The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction. Freestone is committed to your professional development and offers a path for career advancement within the organization.

This is a full-time, hybrid role, at our Seattle headquarters.

Key Responsibilities

  • Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
  • Investment Implementation & Asset Allocation Review: Leading and managing the implementation of investment plans for new and existing clients, as well as coordinating asset allocation oversight.
  • Onboarding & Implementation:ย Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
  • Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements.
  • Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
  • Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices.

Qualifications & Skills

  • Bachelor's degree required (Finance or Business degree preferred).
  • Series 65 (or equivalent) or ability to obtain upon hire within 6 months is required.
  • 3+ years of client service experience in the financial services industry.
  • Ability to handle confidential information with discretion and integrity.
  • Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills.
  • Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences.
  • Experience mentoring, coaching, and training team members to enhance knowledge and performance.
  • A proactive mindset with a focus on continuous improvement and collaboration.
  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Why Join Us?

  • Depending on your level of experience and credentials, competitive base salary starting at: $85,000 - $100,000. This role is also eligible for an annual discretionary performance bonus.
  • 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.

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