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Client Services Associate Jobs in Kent, WA (NOW HIRING)

RR Donnelley

Lead Office Services Associate

Seattle, WA · On-site

$27/hr

Handle client concerns and be able to problem-solve resolutions in accordance with policies and ... to associates. * *Ensure team provides outstanding service to client, while building strong ...

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 ... services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Digital FCU

Client Services Specialist

Bellevue, WA · On-site

$96K - $102K/yr

Client Service & Relationship Support * Coordinate and oversee the client onboarding process ... Associate's level degree or equivalent relevant work experience required Location: Ridgepointe ...

New

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 ... Run reports and proposals in Orion Requirements: * 3 years of financial services experience * Adept ...

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

Client Services Associate information

See Kent, WA salary details

$11

$25

$46

How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in Kent, WA is $25.29, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $28.22 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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 client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Kent, WA? The most popular types of Client Services jobs in Kent, WA are:
What are popular job titles related to Client Services Associate jobs in Kent, WA? For Client Services Associate jobs in Kent, WA, the most frequently searched job titles are:
What cities near Kent, WA are hiring for Client Services Associate jobs? Cities near Kent, WA with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Kent, WA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 19% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $52,604 per year, or $25.3 per hour.

Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration

    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

We are looking for a candidate who has:

  • 2+ years of client service experience within the wealth management industry (preferably at an RIA).

  • Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense).

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

  • Exceptional written and verbal communication skills.

  • Strong organizational and prioritization abilities with consistent attention to detail.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Demonstrated ability to thrive in a fast-paced, client-focused setting.

  • A Bachelor's degree


Benefits:

As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

  • Pay: Competitive base pay plus annual bonus

  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance

  • 401(k): 100% company match up to 4% of your annual pay

  • Stock: Opportunity to purchase equity and become an owner of the firm

  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work

  • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program

  • Parking: heavily subsidized parking or transit pass

  • Wellness reimbursement

  • Paid Parental leave: 12 weeks paid for all new parents

  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in, Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.