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Financial Client Services Associate Jobs in Bellingham, WA

Seamar

Financial Specialist

Mount Vernon, WA · On-site

This person participates actively as a team member in the delivery of client services. This does ... Must hold an Associate's degree or Bachelor's degree in Accounting, Business Administration, or ...

H&R Block

Tax Associate

Bellingham, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Ferndale, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Sedro Woolley, WA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Bellingham, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Burlington, WA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Lynden, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Mount Vernon, WA · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Bellingham, WA

Financial Client Services Associate information

See Bellingham, WA salary details

$14

$33

$70

How much do financial client services associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial client services associate in Bellingham, WA is $33.22, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.72 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Bellingham, WA?

For Financial Client Services Associate jobs in Bellingham, WA, the most frequently searched job titles are:

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

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

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

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

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Bellingham, WA as of June 2026, with employment types broken down into 2% As Needed, 71% Full Time, 20% Part Time, and 7% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $69,101 per year, or $33.2 per hour.

Client Services Manager (Temporary Position)

Bellingham, WA

BrightSpring Health Services
Health Care and Social Assistance • 10K+ employees

4.9

Company rating: 4.9 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

222nd of 245 rated social care providers

People enjoy working here

Uninterrupted breaks

Learn more about BrightSpring Health Servicesexternal

$25 - $26/hr

Part-time

Retirement

Posted 3 days ago

New

Job description

All Ways Caring HomeCare


Who we are looking for:

The Client Service Manager (CSM) is responsible for managing quality care, customer service, employee performance, and overall customer satisfaction for our valued clients.

  • Seeking a self-motivated professional with prior scheduling and management or supervisory experience
  • An individual who thrives in a fast-paced environment and efficiently manages client or employee needs with urgency
  • A people-person, who is friendly, compassionate, and able to build positive relationships and partnerships
  • An experienced communicator and problem solver who is well-organized

What you will receive:

  • Great company culture
  • Competitive pay with daily pay options available
  • Tuition reimbursement and campus partnerships
  • Benefits, Supplemental Plans, EAP, and 401K participation
  • Career growth and development opportunities 

What you will do:

Customer Service Managers play a key role in providing individualized care that suits the needs of each client in the comfort of their homes.

Responsibilities include, but not limited to:

  • Oversee quality care and overall client satisfaction
  • Supervise and provide guidance to the Caregivers who provide direct care to the clients served
  • Manage employee scheduling, identify problem situations, and implement proactive solutions
  • Maintain strong and positive relationships with referral partners, payor sources, and clients
  • Ensure proper documentation and record-keeping
  • Conduct periodic home visits and safety checks

What you will need:

  • Associate or bachelor’s degree in business, Nursing, Social Services, or related field of study preferred (per regulatory requirements)
  • Accountable, reliable, and ability to work independently with good judgement
  • Valid driver’s license and auto insurance
  • Effective verbal and written communication
  • Excellent customer service skills

All Ways Caring HomeCaredelivers quality, compassionate, and individualized care and support that helps people in need of assistance stay at home – all while maximizing their dignity, privacy, and independence. Whether recovering from illness, injury, or surgery, living with a chronic disability, or dealing with the natural process of aging, services are tailored to meet the individual needs of people of all ages, physical conditions, and cognitive abilities. All Ways Caring HomeCare services include personal care and homemaking programs, professional nursing, older adult care management, Alzheimer’s/dementia care, respite care, and other programs. For more information, please visit www.allwayscaring.com. Follow us on Facebook and LinkedIn.


At All Ways Caring, we offer many perks (where applicable) and want everyone to feel appreciated about their job every day! Here are some benefits:

  • Great company culture
  • Competitive pay with daily pay options available
  • Tuition reimbursement and campus partnerships
  • Benefits, Supplemental Plans, EAP, and 401K participation
  • Career growth and development opportunities 

USD $25.00 - $26.00 / Hour

What BrightSpring Health Services employees say

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