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

Corps Team

Client Service Associate

Seattle, WA · Hybrid

$43 - $45/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This ...

Vodia Ventures

Client Service Associate

Seattle, WA

$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 ...

Stifel

Registered Client Service Associate

Bellevue, WA · On-site

$50K/yr

What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Registered Client Service Associate

Bellevue, WA · On-site

$50K - $73K/yr

What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Registered Client Service Associate

Bellevue, WA · On-site

$50K - $73K/yr

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...

Morgan Stanley

Client Service Associate

Bellevue, WA

$55K - $95K/yr

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 interactions ...

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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 Jun 11, 2026, the average hourly pay for client service associate in Seattle, WA is $19.51, 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 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 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 June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $40,590 per year, or $19.5 per hour.
Client Service Associate

Client Service Associate

Corps Team

Seattle, WA • Hybrid

$43 - $45/hr

Other

Posted 5 days ago

Job description

Client Service Associate

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week.

Job Summary

The 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.

Your Role

Our client is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

Key Responsibilities / Duties
  • Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
  • 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
  • Answer high level portfolio and strategy related questions
  • 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)
  • Assist in project execution for team initiatives
  • Ability to work across multiple partners and departments to ensure a seamless client experience
  • Maintain a client centric approach while balancing multiple internal and external requests
Work Experience / Knowledge:
  • 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
  • Understand separately managed account structure
  • Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent communication and teamwork both internally and externally
  • Organized and detail oriented

Pay Rate $43.00 to $45.00 per hour

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