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Financial Client Services Associate Jobs in Seattle, WA

Raymond James Financial Services

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Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and ... Knowledge of investment accounts and financial services operations. Candidates with a strong ...

Carrier Global Corp

Associate Customer Service

Redmond, WA · On-site

$53K - $106K/yr

Client Services Associate Carrier Global Corporation, global leader in intelligent climate and ... Collaborate with Supply Chain/Inventory, Programming, Shipping, and Finance departments to ensure ...

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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 Sep 8, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $75,658 per year, or $36.4 per hour.

Private Client Services Associate Attorney - Midlevel

Perkins Coie

Seattle, WA • On-site

$365K - $420K/yr

Other

Medical, Dental, Vision, Retirement

Re-posted 20 days ago

Job description

Job Description:
Ashurst Perkins Coie LLP is a leading international law firm and has been listed on Fortune's Best Places to Work for 24 consecutive years. We have created a dynamic firm culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a workplace culture where all employees have the opportunity to grow and reach their full potential.
Our nationally recognized team has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service.
We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The search is open to multiple offices. Candidates must have strong academic credentials and excellent verbal and written communication skills. An LL.M. in tax is preferred but not required.
To be considered, please provide your cover letter, resume, law school transcript, and a writing sample.
This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, personal medical and parental leave, up to ten paid Holidays, and family care benefits. More information regarding benefits and programs may be found here.
Compensation range: $365,000 to $420,000 annually. Compensation depends on qualifications and experience.
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