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Client Services Associate Jobs in Bothell, 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 ... financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client ...

US Bank

Wealth Management Client Associate

Woodinville, WA · On-site

$24.23 - $32.31/hr

Provides sales, processing, operational, administrative and customer service support to Financial ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Bothell, WA

Client Services Associate information

See Bothell, WA salary details

$11

$25

$45

How much do client services associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for client services associate in Bothell, WA is $25.04, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $27.93 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Bothell, WA? The most popular types of Client Services jobs in Bothell, WA are:
What are popular job titles related to Client Services Associate jobs in Bothell, WA? For Client Services Associate jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Bothell, WA look for? The top searched job categories for Client Services Associate jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Client Services Associate jobs? Cities near Bothell, WA with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Bothell, WA as of June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $52,091 per year, or $25 per hour.
Client Service Associate

Client Service Associate

Corps Team

Seattle, WA • Hybrid

$43 - $45/hr

Other

Posted 4 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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