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Financial Client Services Associate Jobs in Seattle, WA

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family ... exceptional client service and highly customized investment solutions for high-net-worth ...

PathStone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... Prior experience in the financial management industry, specifically Client Operations and ...

Pathstone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... Prior experience in the financial management industry, specifically Client Operations and ...

Pathstone

Associate, Client Advisory

Bellevue, WA · Hybrid

$65K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our services include investment advisory, as well as integrated planning and coordination across ... Prior experience in the financial management industry, specifically Client Operations and ...

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... exceptional client service and highly customized investment solutions for high-net-worth ... Position Summary The Client Advisory Associate supports Senior Client Advisors with account ...

Raymond James Financial Services

Be Seen First

Client Service Associate

Seattle, WA · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Digital FCU

Client Services Specialist

Bellevue, WA · On-site

$96K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You will act as a key partner to the Financial Advisor, helping manage client relationships ... Associate's level degree or equivalent relevant work experience required Location: Ridgepointe ...

Leading Financial Advisory Firm

Client Service Associate

Seattle, WA · On-site +1

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Run reports and proposals in Orion Requirements: * 3 years of financial services experience * Adept ...

Freestone Capital Management

Client Service, Associate

Seattle, WA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial services industry. Freestone is committed to professional development and offers a path for career advancement within the organization. In this role, you will foster strong client ...

Community Medical Services

Client Services Coordinator

Everett, WA · On-site

$21 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Services Coordinator Schedule: Monday-Friday, 5:45 AM-1:45 PM, with two Saturdays per month ... Establishes client payment plans and financial contracts, collects and posts payments * Ensures ...

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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 Aug 17, 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, 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 $75,658 per year, or $36.4 per hour.

Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description


If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.
We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.
Specific responsibilities include:
  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner
    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration
    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

Experience and Skills
We are looking for a candidate who has:
  • 2+ years of client service experience within the wealth management industry (preferably at an RIA).

  • Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense).

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

  • Exceptional written and verbal communication skills.

  • Strong organizational and prioritization abilities with consistent attention to detail.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Demonstrated ability to thrive in a fast-paced, client-focused setting.

  • A Bachelor's degree

Job Benefits
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base pay plus annual bonus

  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance

  • 401(k): 100% company match up to 4% of your annual pay

  • Stock: Opportunity to purchase equity and become an owner of the firm

  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work

  • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program

  • Parking: heavily subsidized parking or transit pass

  • Wellness reimbursement

  • Paid Parental leave: 12 weeks paid for all new parents

  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in, Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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