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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 ...

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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 12, 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.

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.

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 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.

Associate Financial Advisor - Mt Vernon, WA

Edward Jones Careers

Mount Vernon, WA

Full-time

Posted 12 days ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 255 frontline employees who took The Breakroom Quiz

60th of 150 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

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