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Financial Client Services Associate Jobs in Connell, WA

R1

Financial Counseling Representative (PRN)

Pasco, WA · On-site

$18.59 - $25.44/hr

Exceptional customer service experience, communication and interpersonal skills * Demonstrates ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative (PRN)

Pasco, WA · On-site

$18.59 - $25.44/hr

Exceptional customer service experience,communicationand interpersonal skills * Demonstrates ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Glacier Bancorp, Inc.

Portfolio Manager

Pasco, WA · On-site

$80K/yr

... services. * Conduct regular client reviews to assess their financial needs and recommend ... outside associates. * Financial Analysis and Credit Support: * Assist in the collection and ...

Glacier Bancorp, Inc.

Portfolio Manager

Pasco, WA · On-site

$80K/yr

... services. * Conduct regular client reviews to assess their financial needs and recommend ... outside associates. * Financial Analysis and Credit Support: * Assist in the collection and ...

Columbia Banking System, Inc.

Teller

Pasco, WA · On-site

$18 - $20/hr

... Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the ... Discuss and uncover customer's financial needs to identify and offer appropriate products and ...

H&R Block

Experienced Tax Professional

Sunnyside, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Pasco, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Pasco, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Showing results 21-40

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

Financial Client Services Associate information

See Connell, WA salary details

$14

$33

$71

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

As of Sep 8, 2026, the average hourly pay for financial client services associate in Connell, WA is $33.60, according to ZipRecruiter salary data. Most workers in this role earn between $21.73 and $36.15 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 cities near Connell, WA are hiring for Financial Client Services Associate jobs?

Cities near Connell, 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 Connell, WA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $69,887 per year, or $33.6 per hour.

Career-Transition Partnership - For Advisors Approaching Reduced Production

WealthBridge Financial Group

Pasco, WA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Deomonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support