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Financial Client Services Associate Jobs in Sequim, WA

H&R Block

Experienced Tax Professional

Sequim, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Port Townsend, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Port Angeles, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Experienced Tax Professional

Freeland, WA · On-site

$17.13 - $80/hr

... advisory client relationship role (financial advising, insurance, or professional services) Why ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Walmart

Entertainment Team Associate

Port Angeles, WA · On-site

$18 - $31/hr

... associates greet customers on the salesfloor and offer them assistance. They are tech savvy and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Victoria Place

Sales Associate

Port Townsend, WA

$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 ...

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 ...

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

$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 ...

H&R Block

Bookkeeper - Franchise Location

Port Angeles, WA · On-site

$20 - $30/hr

... service. You'll be an integral part of delivering on our brand purpose to provide help and inspire ... Post financial transactions into subsidiary books and general ledgers * Reconcile and balance ...

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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 Sep 8, 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.

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 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 2% As Needed, 78% Full Time, 16% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $71,339 per year, or $34.3 per hour.

Experienced Tax Professional

H&R Block

Sequim, WA • On-site

$17.13 - $80/hr

Full-time

Retirement

Posted 5 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
  • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
  • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
  • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
  • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Required Qualifications
  • Successful completion of the H&R Block Tax Knowledge Assessment1
  • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
  • Experience working in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable state requirements
  • High school diploma / GED / equivalent required

Preferred Qualifications
  • Bachelor's degree in accounting, finance or a related field
  • 5+ years of experience in tax preparation, accounting, finance, bookkeeping
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
  • Experience completing complex returns, tax planning, audit support, or tax notice resolution
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$17.13 - $80.00/Hr.
Sponsored Job
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What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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