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Financial Client Services Associate Jobs in Seattle, WA

SPS North America

Client Services Associate

Renton, WA · On-site

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Renton, WA · On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

SPS North America

Client Services Associate

Renton, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

SPS North America

Client Services Associate

Renton, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

SPS North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping ...

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

Financial Client Services Associate information

See Seattle, WA salary details

$15

$36

$77

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

As of Jul 28, 2026, the average hourly pay for financial client services associate in Seattle, WA is $36.37, according to ZipRecruiter salary data. Most workers in this role earn between $23.51 and $39.13 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

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, and why are they important?

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 Seattle, WA? For Financial Client Services Associate jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Seattle, WA look for? The top searched job categories for Financial Client Services Associate jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Financial Client Services Associate jobs? Cities near Seattle, 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 Seattle, WA as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $75,658 per year, or $36.4 per hour.

Client Services Associate

SPS North America

Seattle, WA • On-site

Other

Posted 15 days ago

Job description

Job Title: Client Services Associate

Reports To: Client Services Leadership

About the Role

As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences 5-star service the moment they step into our space.

From managing high-stakes logistics to ensuring our tech and pantry are "VIP-ready," you turn routine office tasks into a seamless, premium experience.

What You'll Do:

  • The Logistics Lead: Master the lifecycle of mail and packages. From secure intake using chain-of-custody software to high-priority outbound shipping, you ensure nothing ever gets lost in the shuffle.
  • The Experience Curator: Maintain the "show-ready" status of our Business Service Center, kitchens, and conference rooms. You're the reason the coffee is fresh and the meeting rooms are perfectly staged.
  • The Problem Solver: Keep our fleet of multi-function devices (MFDs) and copy/print equipment running flawlessly. If a machine is down, you're the first responder.
  • The Front-of-House Pro: Step into the spotlight as a backup for reception and concierge services, greeting guests with warmth and professional composure.
  • The Project Ally: Assist with office moves, light maintenance, and inventory management. You proactively find ways to improve the workflow during downtime.

Who You Are

  • Customer-Obsessed: You believe that no task is too small and every interaction is an opportunity to provide 5-star service.
  • Tech-Savvy: You're comfortable with MS Office and can quickly learn new package-tracking and shipping software.
  • Organized & Agile: You can pivot from sorting mail to setting up a high-profile boardroom meeting without breaking a sweat.
  • A Natural Professional: You maintain a polished appearance and a calm, helpful demeanor, even when things get busy.

The Requirements

  • Education: High School Diploma or equivalent.
  • Experience: 1+ years of prior work experience (Hospitality, Retail, or Office Services experience is a major plus!).
  • Physicality: This is an active role! You should be comfortable standing/walking for much of the day and able to lift or move up to 40 lbs (or use a cart for up to 60 lbs).
  • Communication: Sharp verbal and written skills are a must for coordinating with vendors and employees.
  • Travel: Negligible

Other Duties:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Why Join Us?

We value professionals who take initiative. This isn't just a "task" role; it's a career path into facilities management, corporate hospitality, and operations leadership.

Ready to be the MVP of our company? Apply today.

Apply