ZipRecruiter

Log In

1

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

Wedbush

Registered Client Service Associate

Seattle, WA

$30 - $33.65/hr

Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...

next page

Showing results 1-20

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 12, 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.

Senior Client Service Associate

Vodia Ventures

Bellevue, WA

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Senior Client Service Associate

Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of groundbreaking IPOs, helping fuel the technology revolution. Today, we proudly build on that forward-thinking legacy as one of the fastest-growing wealth management firms in the country, with over $8.5 billion in client assets and 26 locations across 14 states.

We serve the financial planning and investment strategy needs of high-net-worth individuals and family offices through institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital capabilities. Guided by our core values of stewardship, integrity, collaboration, curiosity, and innovation, our team shares a strong work ethic and a commitment to continuous innovation—always striving to elevate the client and advisor experience and create lasting value on behalf of those we serve.

About the Role

We are seeking a Senior Client Service Associate to join our dedicated wealth management team. This role is the operational heartbeat of the client experience, ensuring that the complex financial lives of our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients are managed with precision and white-glove service. The ideal candidate is able work within a team to manage our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range is $90,000 – $120,000 depending on experience, a discretionary bonus determined based on individual and team performance, and benefits including medical, dental, vision, a 401(k) plan, life insurance, short-term and long-term disability, health care and dependent day-care flexible savings accounts, transit, and parking programs and paid time off.

Key Responsibilities
  • Work closely with the advisor/team to support their clients
  • Work within a cross-functional framework where roles often overlap with client service and operations to ensure a seamless "family office" experience.
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new client account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the business, including Wealth Planning, Operations, Marketing
  • Ensuring that all Know Your Customer (KYC) standards are met and materials are organized in a consistent manner
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while meeting deadlines
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation
Personal Qualifications
  • Team-oriented, respectful, high integrity, humility
  • Growth-minded self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Candidate Requirements
  • BA/BS degree required, concentration in Accounting, Finance, Economics, or a related field preferred.
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Fidelity and Schwab
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Series certifications not required, but prefer a strong interest in obtaining a CFP® designation
  • Addepar experience, a plus
  • Salesforce experience, a plus
  • Highly proficient with Microsoft Office
  • Comfortable working in a fast-paced and deadline focused environment

Apply