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

Wedbush

Registered Client Service Associate

Seattle, WA · On-site

$30 - $33.65/hr

... Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than ... Our Seattle office is currently seeking a Registered Client Service Associate to provide ...

IMA Financial Group

Client Associate - 2

Bellevue, WA · On-site

$50K - $65K/yr

Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing ...

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family ... exceptional client service and highly customized investment solutions for high-net-worth ...

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

... exceptional client service and highly customized investment solutions for high-net-worth ... Position Summary The Client Advisory Associate supports Senior Client Advisors with account ...

PathStone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Bellevue, WA · Hybrid

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

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

Client Services Associate information

See Redmond, WA salary details

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How much do client services associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client services associate in Redmond, WA is $25.09, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $27.98 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

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The most popular types of Client Services jobs in Redmond, WA are:

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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Redmond, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $52,187 per year, or $25.1 per hour.

Client Service, Senior Associate

Freestone Capital Management

Seattle, WA • On-site

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role
We are seeking an accomplished Senior Associate in Client Service to join one our team. The ideal candidate is a highly organized professional with exceptional communication skills, strong financial acumen, and a proactive approach to project management. They demonstrate sound judgment, take ownership to drive initiatives to completion, and embody professionalism and positivity in every client and team interaction. Freestone is committed to your professional development and offers a path for career advancement within the organization.
This is a full-time, hybrid role, at our Seattle headquarters.
Key Responsibilities
  • Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account and cash management, and project oversight.
  • Investment Implementation & Asset Allocation Review: Leading and managing the implementation of investment plans for new and existing clients, as well as coordinating asset allocation oversight.
  • Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision.
  • Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements.
  • Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team.
  • Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices.

Qualifications & Skills
  • Bachelor's degree required (Finance or Business degree preferred).
  • Series 65 (or equivalent) or ability to obtain upon hire within 6 months is required.
  • 3+ years of client service experience in the financial services industry.
  • Ability to handle confidential information with discretion and integrity.
  • Proven ability to manage multiple client service functions, demonstrating strong organizational and project management skills.
  • Exceptional communication and interpersonal skills, with a passion for building relationships and delivering outstanding client experiences.
  • Experience mentoring, coaching, and training team members to enhance knowledge and performance.
  • A proactive mindset with a focus on continuous improvement and collaboration.
  • Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus.

Why Join Us?
  • Depending on your level of experience and credentials, competitive base salary starting at: $85,000 - $100,000. This role is also eligible for an annual discretionary performance bonus.
  • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
  • Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays.
  • Meal perks, company events, team celebrations, and more.
  • A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.

Our Core Values
  • Commitment: You bring passion, integrity, and energy to everything you do.
  • Collaboration: Working together makes us stronger, smarter, and more innovative.
  • Continuous Improvement: We're all about growth-both for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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