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Client Service Associate Jobs in Kenmore, WA (NOW HIRING)

Corps Team

Client Service Associate

Seattle, WA · On-site

$28 - $30/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA.

RIA Recruiting

Client Service Associate

Seattle, WA · On-site

$80K - $100K/yr

Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent ...

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 ...

Raymond James Financial Services

Be Seen First

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 ...

Vodia Ventures

Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Invesco

Client Service Associate

Seattle, WA · Hybrid

$80K - $85K/yr

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 ...

Invesco

Client Service Associate

Seattle, WA · Hybrid

$80K - $85K/yr

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

... 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 ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$35K - $90K/yr

... 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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Kenmore, WA

Client Service Associate information

See Kenmore, WA salary details

$9

$18

$30

How much do client service associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client service associate in Kenmore, WA is $18.97, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $21.30 per hour, depending on experience, location, and employer.

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 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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.
What cities near Kenmore, WA are hiring for Client Service Associate jobs? Cities near Kenmore, WA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Kenmore, WA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $39,455 per year, or $19 per hour.

Client Service Associate

Corps Team

Seattle, WA • On-site

$28 - $30/hr

Other

Posted 9 days ago

Job description

Client Service Associate

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week.

Job Description Summary

The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all clients. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Responsibilities
  • Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
  • Provide operational support and data entry in order to onboard client accounts and process ongoing activity
  • Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
  • Support client communication via team email to provide white-glove service for all channels
  • Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
  • Contact custodians for service-related matters and custodian paperwork generation
  • Run client information in CRM (Salesforce)
Skillset Required
  • High attention to detail
  • Organizational/Prioritization skills
  • Communication skills both written and verbal

Pay Rate- $28.00- $30.00/ hour

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