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Financial Client Services Associate Jobs in Sequim, WA

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 ...

Victoria Place

Sales Associate

Port Townsend, WA · On-site

$15.50 - $21/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 ...

BRIX Marine

Be Seen First

Reception & Administrative Associate

Port Angeles, WA · On-site

$21 - $24/hr

Customer Service / Interpersonal Skills * Attention to Detail * Efficient Multitasking, Planning ... EAP (financial coaching, identity theft protection, etc.) * 401(k) retirement plan with matching ...

Elior North America

Food Service Director - NEX

WA · On-site

$24 - $25/hr

Manage and lead a team of associates, including hiring and training new employees. * Ensuring that ... The ability to manage in a diverse environment with a strong focus on client and customer services ...

Summit

Food Service Director - NEX

Port Hadlock, WA · On-site

$24 - $25/hr

Manage and lead a team of associates, including hiring and training new employees. * Ensuring that ... The ability to manage in a diverse environment with a strong focus on client and customer services ...

Ballard Spahr LLP

Pricing Analyst

Freeland, WA · Hybrid

$80K - $100K/yr

... client service. Your Role: As a Pricing Analyst within our Practice Administration team, you will: * Collaborate with lawyers, practice groups, marketing professionals, and financial management to ...

Ballard Spahr LLP

Pricing Analyst

Quilcene, WA · Hybrid

$80K - $100K/yr

... client service. Your Role: As a Pricing Analyst within our Practice Administration team, you will: * Collaborate with lawyers, practice groups, marketing professionals, and financial management to ...

7 Cedars Resort

FUTURE JOB OPPORTUNITIES

Sequim, WA · On-site

$17.13/hr

With over 600 team members , we're proud to foster a workplace built on teamwork, respect, and exceptional guest service. Whether you're launching your career or looking for your next opportunity ...

7 CEDARS

FUTURE JOB OPPORTUNITIES

Sequim, WA · On-site

$17.13/hr

With over 600 team members , we're proud to foster a workplace built on teamwork, respect, and exceptional guest service. Whether you're launching your career or looking for your next opportunity ...

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Showing results 21-40

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 Aug 15, 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 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.

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 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 $71,339 per year, or $34.3 per hour.

Sales Associate

Victoria Place

Port Townsend, WA

$30 - $32/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Integral Senior Living (ISL) proudly manages care and lifestyle-focused Independent Living, Assisted Living and Memory Care communities across California and surrounding areas serving thousands of residents and families throughout the region. Guided by our foundational “Culture Keepers”, we cultivate purpose-driven environments where residents thrive and Team Members feel valued, empowered, and supported.

As part of one of the largest senior living organizations in the nation, our communities have earned Great Place to Work® certifications from 2022–2026. At ISL, purpose fuels every role, culture inspires every team, and continuous growth shapes every career. We continually aspire and invest in learning and development opportunities that support our team members’ professional growth, ensuring every team member has the tools to build a meaningful and rewarding career.

This position has strong advancement opportunities.

About the Opportunity

In this role, you are an important component to the success of our community.

You will perform comprehensive administrative support services for sales, facilitating the daily operations of the sales office and assisting the team in future resident paperwork.

Responsibilities:

  • Recording new leads and maintaining the sales database
  • Providing regularly scheduled reports from the database
  • Ensuring model suite(s)/apartment(s) are well maintained and presentable
  • Answering telephones; typing, collating and distributing correspondence and other materials
  • Organizing, coordinating and assisting in the planning of special events, including weekend events; assisting in prospective resident community tours if needed

Qualifications:

  • Associates Degree preferred
  • One (1) year experience in a sales administrative support role involving customer service
  • Enjoys working with the senior population
  • Strong verbal and written communication skills
  • Excellent telephone etiquette
  • Consummate people skills. Demonstrates talent at interacting effectively with all types of people
  • Ability to use Microsoft Windows, including Word, Outlook and Excel. Ability to use email and the Internet. Ability to use client tracking and design software.
  • Proficient organizational skills and must be detail oriented
  • Ability to solve problems
  • Can define own role, take on responsibilities, and manage priorities with minimal guidance
  • Projects a professional and polished image that inspires confidence and trust

Benefits:

In addition to a rewarding career and competitive salary, Integral offers a comprehensive benefit package.

Eligible team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Team members are eligible to participate in our outstanding 401(k) plan with company match our Employee Assistance Program and accident insurance policies.

EOE D/V