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

Threadline Wealth

Client Service Associate

Bellevue, WA · On-site

$55 - $85/hr

The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive ... Success in this role requires strong organization, communication, judgment, and the ability to ...

UBS

Client Associate

Seattle, WA · On-site

Do you know how to take care of people? We're looking for a client associate to: • keep ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

UBS

Client Associate

Everett, WA · On-site

Do you know how to take care of people? We're looking for a client associate to: • Coordinate and ... success. We're dedicated to our craft and passionate about putting our people first, with 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 ... success, this may be a good fit for you! This position will be hybrid. We will provide you with ...

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 ... culture of success, this may be a good fit for you! Find out more about us at NLRIA.com This ...

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 ... Self-motivated with a strong work ethic and desire to contribute to the success of a small team.

PLACE

Sales Associate

Kirkland, WA · On-site

$100K - $200K/yr

Strong communication skills, careful attention to detail, and a commitment to client success will be key to ensuring each transaction is handled efficiently and professionally. If you thrive in a ...

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Showing results 21-40

All JobsClient Success Associate JobsClient Success Associate Jobs in Seattle, WA

Client Success Associate information

See Seattle, WA salary details

$21.1K

$60.3K

$105.9K

How much do client success associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client success associate in Seattle, WA is $60,339.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $74,600.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Seattle, WA?

The most popular types of Client Success jobs in Seattle, WA are:

What are popular job titles related to Client Success Associate jobs in Seattle, WA?

For Client Success Associate jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Client Success Associate jobs in Seattle, WA look for?

The top searched job categories for Client Success Associate jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Client Success Associate jobs?

Cities near Seattle, WA with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Seattle, WA as of August 2026, with employment types broken down into 77% Full Time, 18% Part Time, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $60,339 per year, or $29 per hour.

Associate, Investment Banking

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Re-posted 13 days ago

Job description

Coldstream Capital Partners is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast.

We are seeking a highly motivated and detail-oriented Associate to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. Your home base will need to be in Washington or Oregon.

You will play a critical role in supporting deal execution and contributing to client relationships within our sell-side advisory practice. You will be responsible for assisting with various aspects of the transaction process, from initial client engagement through closing.

Key Responsibilities:

1. Deal Execution Support:

  • Assist in the execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements.
  • Prepare marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses.
  • Support the due diligence process, coordinate with buyers, and assist in drafting key transaction documentation.
  • Maintain effective communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors.
2. Client Support and Relationship Management:
  • Collaborate with senior team members to provide strategic advice and guidance to clients throughout the transaction process.
  • Develop and maintain relationships with clients by delivering high-quality service and demonstrating a deep understanding of their objectives.
3. Financial Analysis and Valuation:
  • Conduct financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions.
  • Evaluate financial statements, market data, and other relevant information to develop comprehensive financial projections and investment theses.
4. Research and Market Analysis:
  • Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
  • Perform sector-specific research to support transaction positioning and strategic recommendations.
5. Team Collaboration:
  • Work closely with Analysts and senior team members to ensure the timely and accurate delivery of work products.
  • Contribute to a collaborative and high-performance team environment, sharing knowledge and best practices.
6. Business Development Support:
  • Assist in business development initiatives, including pitch preparation, target identification, and market outreach.
  • Support senior bankers in identifying new business opportunities and expanding the firm's client base.

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