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

Phaxis

Client Service Associate

Seattle, WA · On-site

$30/hr

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 ...

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

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 ...

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

Client Service Associate information

See Seattle, WA salary details

$10

$19

$31

How much do client service associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for client service associate in Seattle, WA is $19.50, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $21.88 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 are the most commonly searched types of Client Service jobs in Seattle, WA? The most popular types of Client Service jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Client Service Associate jobs? Cities near Seattle, WA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Seattle, WA as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,566 per year, or $19.5 per hour.
Client Service Associate

Client Service Associate

Phaxis

Seattle, WA • On-site

$30/hr

Contractor

Posted 6 days ago

Job description


Pay Rate up to $30.00
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 of our clients. 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/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
You will be responsible for:
  • Responsible for new account set up, change requests, & processing cash raises across RIA & Client 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.

Meet Your Recruiter
Ashley Maldonado
Phaxis logo

About Phaxis

Sourced by ZipRecruiter

Phaxis has been working on behalf of amazing clients and candidates for over 20 years, with much success. We have filled over 94,000 roles across our actively serviced clients. Our team understands how to deliver for our clients while guiding our candidates through their career journey and we all want to get you where you want to be. Your goals are our goals, and we treat them as such. Once you work with us, you’re a part of the team! How can we help you? We’re dedicated to helping you find yours.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Melville , NY, US

Year founded

2002

Social media

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