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Client Service Associate Jobs in Gig Harbor, WA (NOW HIRING)

RIA Recruiting

Client Service Associate

Seattle, WA · On-site +1

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Invesco

Client Service Associate

Seattle, WA · Hybrid

$80K - $85K/yr

  • Medical

  • Retirement

  • PTO

We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$35K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning ...

RIA Recruiting

Client Service Associate (Remote)

Seattle, WA · Remote

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Morgan Stanley

Registered Client Service Associate

Bellevue, WA

$35K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Freestone Capital Management

Client Service, Associate

Seattle, WA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Freestone Capital Management

Client Service, Associate

Seattle, WA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Public Consulting Group

Client Service Associate 1

Olympia, WA · On-site

$15.50 - $21.25/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

Key Bank

KPB Client Service Associate - Trust

Tacoma, 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 Gig Harbor, WA

Client Service Associate information

See Gig Harbor, WA salary details

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How much do client service associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client service associate in Gig Harbor, WA is $19.10, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $21.44 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 cities near Gig Harbor, WA are hiring for Client Service Associate jobs?

Cities near Gig Harbor, WA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Gig Harbor, WA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $39,732 per year, or $19.1 per hour.

Client Service Associate

Leading Financial Advisory Firm

Seattle, WA • On-site, Remote

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a HYBRID Client Service Associate to join our team. 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 created a culture of success, this may be a good fit for you! Find out more about us at NLRIA.com
This position will be hybrid. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.
Compensation:
  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - 50% of premium paid by the firm
  • Dental and Vision insurance
  • 401(k) with a 3% safe harbor match
  • Generous PTO Policy & Paid Holidays - 20 PTO days in the first year
  • Professional, Fun, Motivating Atmosphere
  • Hybrid position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for AI integration and work directly with leadership on this ongoing effort
  • Maintain and update client data in Salesforce
  • Initiate, manage, and tweak workflows in Salesforce
  • Data input into our financial planning software - eMoney - and preliminary analysis of financial plans
  • Run reports and proposals in Orion

Requirements:
  • 3 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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