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Financial Client Services Associate Jobs in Cheney, WA

Washington Trust Bank

Sr. Client Portfolio Manager

Spokane, WA · On-site

$188K - $282K/yr

  • Medical

  • Life

  • Retirement

... client service. * Provides recommendations and research to Client Development and Front Office ... Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified ...

Banfield

Client Service Coordinator

Spokane, WA · On-site

$18.25 - $23.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... services and route the flow of clients and pets to ensure superior client care and maximum ... Associates. This allowance provides financial assistance to pursue continuing education ...

H&R Block

Tax Associate

Fairchild Air Force Base, WA · On-site

$17.75 - $23.50/hr

  • Retirement

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

Spokane Valley, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane Valley, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane, WA · On-site

$15.90 - $19.70/hr

  • Retirement

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

Spokane, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane Valley, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane Valley, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Spokane, WA · On-site

$14.45 - $18/hr

  • Retirement

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

Cheney, WA · On-site

$15.90 - $19.70/hr

  • Retirement

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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Showing results 21-40

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

Financial Client Services Associate information

See Cheney, WA salary details

$14

$33

$71

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

As of Aug 15, 2026, the average hourly pay for financial client services associate in Cheney, WA is $33.58, according to ZipRecruiter salary data. Most workers in this role earn between $21.73 and $36.11 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 cities near Cheney, WA are hiring for Financial Client Services Associate jobs?

Cities near Cheney, 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 Cheney, WA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $69,845 per year, or $33.6 per hour.

Client Services Coordinator - Wealth Advisory - Shared Services Center

CliftonLarsonAllen

Spokane, WA • On-site

$25 - $32/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire 4 Client Service Coordinators for our shared services center.

This job will be performed in office.

Summary

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

External Client Service:

  • Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).

  • Manage and resolve routine client questions and service requests.

  • Receive and process client money movements (check blotter, deposits, withdrawals, etc.).

  • Add new features to existing accounts.

  • Conduct Inspira transfer forms for capital calls as needed/required.

  • Complete Wealth Advisory mail processing.

  • Demonstrate proactive ownership of all other client service tasks.

Internal Client Service:

  • Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.

  • Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.

  • Track account transfers and provide updates to relevant parties.

  • Keep accurate and up to date notes on active tasks.

  • Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.

  • Work with custodians to get any requested features set up.

  • Complete Laserfiche filing of client service documents as required.

  • Act as Peer Advisors for new CSC team members.

Experience

2 years of experience required, preferably in the financial investment industry.

Education

High school degree or equivalent required

Certifications / Licenses

None required

Technical Competencies

Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.

Organizational Interfaces

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

Travel Requirements

This position requires <10% travel.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $25 - $32 per hour.
The compensation range for this position in Washington is: $25 - $32 per hour.

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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