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

Raymond James Financial Services

Be Seen First

Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and ... Knowledge of investment accounts and financial services operations. Candidates with a strong ...

RIA Recruiting

Client Service Associate

Seattle, WA · On-site +1

$80K - $100K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Run reports and proposals in Orion Requirements: * 3 years of financial services experience * Adept ...

Joslin Capital Advisors LLC

Client Service Associate

Redmond, WA · On-site +1

$16.25 - $22.50/hr

The Client Service Associate is responsible for the day-to-day servicing of clients and account ... Complete gap analysis for each client as meetings arise to match up their current services received ...

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Client Services Associate information

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$11

$25

$45

How much do client services associate jobs pay per hour?

As of Sep 6, 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 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 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.

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 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 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Redmond, WA?

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

What job categories do people searching Client Services Associate jobs in Redmond, WA look for?

The top searched job categories for Client Services Associate jobs in Redmond, WA are:

What cities near Redmond, WA are hiring for Client Services Associate jobs?

Cities near Redmond, WA with the most Client Services Associate job openings:

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, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $52,187 per year, or $25.1 per hour.

Client Service Associate

Edelman Financial Engines, LLC

Lynnwood, WA • On-site

$70K - $80K/yr

Full-time

Re-posted 11 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $70,000.00 - 80,000.00.  However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.    

Your recruiter can share more about the specific benefits eligible for this role during the hiring process. 

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