ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Sequim, WA

Walmart

Food/Consumables Team Associate

Port Angeles, WA · On-site

$18 - $31/hr

Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

Integral Senior Living

Sales Associate

Port Townsend, WA · On-site

$30 - $32/hr

You will perform comprehensive administrative support services for sales, facilitating the daily ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

Victoria Place

Sales Associate

Port Townsend, WA

$30 - $32/hr

You will perform comprehensive administrative support services for sales, facilitating the daily ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

next page

Showing results 1-20

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

Financial Client Services Associate information

See Sequim, WA salary details

$14

$34

$72

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

As of Jul 26, 2026, the average hourly pay for financial client services associate in Sequim, WA is $34.30, according to ZipRecruiter salary data. Most workers in this role earn between $22.16 and $36.88 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 cities near Sequim, WA are hiring for Financial Client Services Associate jobs? Cities near Sequim, 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 Sequim, WA as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,339 per year, or $34.3 per hour.
Employment Specialist I

Employment Specialist I

Sherwood Community Services

Freeland, WA • On-site

$25.20 - $28.98/hr

Full-time

Posted yesterday

Job description

Job Type
Full-time, Part-time
Description
The Employment Specialist 1 supports Sherwood's mission by assisting individuals with disabilities in obtaining, maintaining and advancing in community paid employment/relationship building that is consistent with their goals. The position is responsible for facilitating good working relationships between Case Resource Managers, Vocational Rehabilitation Counselors, the client, prospective employers and community programs to ensure strong, natural work support and a smooth transition to employment/ community settings. Will provide follow-along services for participants working in community, jobs and work at job sites to help train both the participant and the employer on effective communication techniques, overcoming barriers to successful job performance, assessing the workplace for safety, and developing natural supports in the workplace.
Requirements
ESSENTIAL DUTIES & RESPONSIBILITIES
  • Engage participants and family in the Intake process, Discovery of job seekers skills and support needs, the CBA process to collaborate in creating a good job match for the participant and connect to other community resources as appropriate.
  • Develop individualized Career Path Plans that utilize SMART goals, methods and strategies to achieve those goals.
  • Create video resumes
  • Work with potential employers to develop individualized jobs by marketing, cold calling, employment tours, and building relationships
  • Provide feedback to participant regarding grooming, interview skills, vocational expectations and job performance, utilizing findings from observation, task analysis and training.
  • Provide on-site job training and support to participants at the workplace regarding job duties, policies, and procedures in collaboration with the employer. Provide travel training if job seeker requires assistance in transportation.
  • Provide support and training to employers to facilitate a reduction in the need for paid support and the integration of the supported employee into the regular work routine of the business. Troubleshoot issues and concerns that arise at the job site and work with the employer and participant to maintain a positive and successful working relationship.
  • Maintain excellent communication with the participant, their circle of support, the referring agency, and other involved parties such as residential providers, regarding progress on and outcomes of employment plan.
  • Provide environmental analysis; Assist employers to identify, modify and/or eliminate architectural, procedural and attitudinal barriers to better accommodate the employability needs of supported employees.
  • Secure job performance feedback from employer and make appropriate adjustments to the individual's employment service plan to enhance job performance.
  • Assure authorizations are kept current and notify counselor/caseworker if any changes are needed in the Career Path Plan.
  • Electronically submit all client case notes/reports, mileage and hours worked within 24 hours.
  • Identify and participate in community functions, training opportunities, seminars, and training sessions for program participants.
  • Responsible for maintenance of case records for 10-12 clients and files following all HIPPA guidelines and agency procedures.
  • Create and maintain an up-to-date schedule using Outlook Calendar accounting for all hours worked and tracking client service hours.
  • Other duties as assigned.

MINIMUM QUALIFICATIONS
Education
An approved track in receiving their high school diploma or the equivalent- associate's degree preferred.
Experience
One year's experience working with individuals with developmental disabilities.
Other required Knowledge, Skills and Abilities:
  • High level of professionalism in appearance, actions, communication and business casual dress attire
  • Time management in arriving to work on time, providing clients with maximized hours, completing daily paperwork, reports, and submitting timesheet and mileage
  • Ability to maintain strict client confidentiality in written and oral communication
  • Current CPR and First Aid Certificate
  • Ability to multitask and prioritize client services and job duties while maintaining flexibility in your schedule
  • Effective oral and written skills for case notes, reports, facilitating, meetings, and marketing
  • Proficiency with MS Office (Word and Outlook)
  • Positive attitude and ability to be a team player
  • Ability to remain accountable while working independently
  • Ability to pass DSHS criminal background check
  • Valid driver's license, with reliable transportation with insurance coverage sufficient to cover potential liability, the ability to drive to numerous appointments/sites each workday. An acceptable three-year motor vehicle report and the continuous retention of an acceptable three-year motor vehicle report.

EQUIPMENT USED
Computer with basic proficiency in Microsoft Office Suite
Phone
iPad
May be required to use equipment in client workplace for training purposes
MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS
Mental Effort
  • Ability to read, write, and use a computer according to agency policies.
  • Organization and daily planning.
  • Travel and traffic
  • Prioritization
  • Multi tasking
  • Meeting deadlines

Physical Requirements
  • Must be able to stand for extended periods of time, at times exceeding 4 hours of time or more
  • Candidate must be comfortable with intermittent driving, responsibilities which may involve up to 4 hours of travel in a single day
  • Must be able to walk up to 4 hours per workday
  • Periodic and extended periods of time sitting
  • Must be able to lift to 20 pounds.

Working Conditions
Indoors, outdoors exposure to heat/cold inclement weather
  • Ability to concentrate in noisy or distracting environments
  • Frequent driving, up to 45 minutes each way.
  • Sitting, standing, and walking.

Salary Description
25.20 - 28.98

Apply