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Financial Client Services Associate Jobs in Sequim, WA

Windermere Real Estate

Broker

Coupeville, WA · Hybrid

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Freeland, WA · Hybrid

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Port Angeles, WA · On-site

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Port Angeles, WA · Hybrid

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Port Townsend, WA · Hybrid

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Freeland, WA · On-site

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Coupeville, WA · On-site

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

Windermere Real Estate

Broker

Port Townsend, WA · On-site

Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate ... Personable and approachable with excellent interpersonal and client service skills * Exceptional ...

RV Country Washington LLC

Service Technician

Sequim, WA · On-site

$23 - $30/hr

Complete story and/or documentation for client repairs. * Attend company and factory training ... We hire, train, promote and compensate associates on the basis of personal and professional ...

RV Country

Service Technician

Sequim, WA · On-site

$23 - $30/hr

Complete story and/or documentation for client repairs. * Attend company and factory training ... We hire, train, promote and compensate associates on the basis of personal and professional ...

RV Country

Service Technician

Sequim, WA · On-site

$23 - $30/hr

Complete story and/or documentation for client repairs. * Attend company and factory training ... We hire, train, promote and compensate associates on the basis of personal and professional ...

Walmart

Auto Care Center Team Associate

Sequim, WA · On-site

$18 - $31/hr

... and services offered at Walmart. The Auto Care Center is a rewarding place to work with ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Quality Food Centers

PHARMACY MANAGER

Port Hadlock, WA · On-site

$67 - $79/hr

... services. Demonstrate the company's core values of respect, honesty, integrity, diversity ... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ...

Quality Food Centers

PHARMACY ASSISTANT

Port Hadlock, WA

$17.75 - $22.75/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... service. * Emotional and financial support with free counseling through our Employee Assistance ...

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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.

Broker

Windermere Real Estate

Coupeville, WA • Hybrid

Full-time

Retirement

Re-posted 4 days ago

Windermere Real Estate rating

6.3

Company rating: 6.3 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

164th of 203 rated real estate companies

Job description

Join Windermere Real Estate - Where Relationships Matter

At Windermere Real Estate, we're more than just a brokerage; we're a community of passionate professionals dedicated to helping people achieve their real estate goals. We believe in building genuine relationships, giving back to the neighborhoods we serve, and creating client experiences that feel personal, supportive, and truly exceptional.

We're currently looking for a motivated, people-focused Broker to join our collaborative and supportive team. In this role, you'll be more than just a salesperson - you'll be a trusted advisor, guiding clients through every step of their home buying or selling journey.#LI-Hybrid

Not Licensed yet? No Problem!

Use Promo code WCPRE50 for 50% OFF Real Estate School. This exclusive offer applies to the Value Package.
100% Reimbursement After Your First Closed Deal!

ENROLL NOW!

Start your career with confidence, knowing that we invest in your success from day one.

Apply today and start your journey with Windermere.

Responsibilities:
  • Assess clients' needs, preferences, and financial capacity to recommend appropriate real estate solutions
  • Conduct detailed comparative market analyses to determine property values and pricing strategies accurately
  • Prepare and manage all necessary documentation, including contracts, agreements, leases, and closing statements, in compliance with legal and regulatory standards
  • Maintain and regularly update property listings to ensure accurate and current market representation
  • Professionally present, promote, and market residential and commercial properties to prospective buyers and investors

Requirements

  • Must be a LICENSED REAL ESTATE AGENT or CURRENTLY ENROLLED in real estate school.
  • Proven sales success in the real estate industry or a strong background in a sales-driven environment
  • Personable and approachable with excellent interpersonal and client service skills
  • Exceptional communication and negotiation abilities to guide clients through real estate transactions confidently
  • Tech-savvy, with basic computer skills and familiarity with Microsoft Office and common CRM tools
  • Self-motivated and team-oriented, capable of working independently while collaborating effectively
  • Reliable transportation and a valid driver's license are required for property visits and client meetings
  • Must be 18 years or older and eligible to work in the country
  • Must be going into real estate as a Full-Time agent

Benefits

  • Excellent Culture and Collaboration
  • Excellent Support Team and Systems
  • Excellent diversity
  • Lead Programs Offered
  • Designated Workstations
  • Flexible work schedule
  • Ongoing training
  • Perks and discounts
  • 401K plan Offered
  • Unlimited learning potential
  • Estimated Commissions between $89,201.17 to $107,425.06 (DOE)

By applying for this position, I provide my consent and electronic signature authorizing Windermere Careers, to deliver or cause to be delivered telephonic sales calls, including calls, text msgs, or voicemail, to me at the phone number above using an automated system for the selection or dialing of phone numbers or the playing of a recorded message when a connection is completed, and by other means. I understand that I am not required to directly or indirectly consent, and I do not have to agree as a condition of purchasing any property, goods, or services. I understand that I can opt-out by texting "stop" to these calls and msg fees may apply.

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