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Financial Client Services Associate Jobs in Yakima, WA

Jackson Hewitt - 2286

Client Service Associate

Yakima, WA · On-site

$18 - $19/hr

For most Americans, their tax return is the biggest single financial event of the year, and it can ... Engages in conversation with potential clients to share information about Jackson Hewitt's services ...

Jackson Hewitt

Client Service Associate

Yakima, WA · On-site

$14.50 - $20/hr

For most Americans, their tax return is the biggest single financial event of the year, and it can ... Engages in conversation with potential clients to share information about Jackson Hewitt's services ...

New

KeyBank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Experience in financial services or related field (preferred) Licenses and Certifications * FINRA ...

KeyCorp

Associate Private Client Advisor

Yakima, WA · On-site

$80 - $100/hr

Location 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Experience in financial services or related field (preferred) Licenses and Certifications * FINRA ...

Keybank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Experience in financial services or related field (preferred) Licenses and Certifications * FINRA ...

H&R Block

Tax Associate

Selah, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Toppenish, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Yakima, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Sunnyside, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

H&R Block

Tax Associate

Yakima, WA · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

Montefiore

Engagement Manager CEC

South Broadway, WA · On-site

PRCS - Client Services Unit 4 - RCM Work Shift: Day Work Days: MON-FRI Scheduled Hours: 8:30 AM-5 ... Appointment Scheduling & Provider Template Design and Financial Clearance. This role acts as a ...

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Financial Client Services Associate information

See Yakima, WA salary details

$13

$32

$67

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 Yakima, WA is $32.04, according to ZipRecruiter salary data. Most workers in this role earn between $20.72 and $34.47 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 job categories do people searching Financial Client Services Associate jobs in Yakima, WA look for?

The top searched job categories for Financial Client Services Associate jobs in Yakima, WA are:

What cities near Yakima, WA are hiring for Financial Client Services Associate jobs?

Cities near Yakima, 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 Yakima, WA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,637 per year, or $32 per hour.

Client Service Associate

Jackson Hewitt Tax Service, Inc.

Yakima, WA • On-site

$18 - $19/hr

Full-time

Re-posted 26 days ago

Jackson Hewitt rating

5.0

Company rating: 5.0 out of 10

Based on 125 frontline employees who took The Breakroom Quiz

152nd of 154 rated financial services

Job description

Replies within 24 hours
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.
Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
Flexible Schedules Available:
  • Day shift
  • Night shift
  • Weekends
  • Weekdays
  • Full-time or Part-time

Are you:
  • Looking to learn a new career and break into the tax industry?
  • Someone who has gaps in their work history or is looking to boost their skills and resume?
  • Someone who has been out of the workforce over the last year while at home with family?
  • New to the workforce or with limited experience/education, but a willingness to learn?
  • Retired and want to continue to make an impact?
  • Someone without a college diploma? No problem!
  • A Veteran or military personnel transitioning from the service?
  • Part of a military family that moves often with deployments?
  • A recent college graduate or current college student?
  • A stay-at-home parent who needs a flexible work schedule?
  • A gig worker or looking to add a second income?
  • Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:
The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position coordinates client flow and assists in preliminary data entry and document collection to support an efficient and positive tax preparation experience. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service.
  • Greets all potential clients with a friendly and professional demeanor.
  • Engages in conversation with potential clients to share information about Jackson Hewitt's services and promotions.
  • Quickly and accurately verifies and enters customers' personal and Form W-2 information into Jackson Hewitt's proprietary software.
  • Assists with scheduling tax preparation appointments.
  • Monitor client flow at the location and keep clients engaged during periods of wait time.
  • Monitor client activity and take initiative to answer phones and resolve client issues.
  • Meets set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
  • Provides equipment service at Jackson Hewitt locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
  • Assists in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
  • Assist leadership in marketing and recruitment efforts, as needed.

Skills you'll bring for success:
  • Good interpersonal and communication skills.
  • Demonstrated ability in working in a high-volume retail environment preferred.
  • Basic knowledge of computer functions required to include setup of office computer systems and the ability to troubleshoot issues.
  • Customer service or sales experience preferred.
  • Reliable transportation and a valid driver's license and insurance are preferred.
  • High School Diploma/GED or equivalent related business experience preferred.

Compensation: $18.00 - $19.00 per hour
Working at Jackson Hewitt
Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.
Taxes are fun (really!)
Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.

What Jackson Hewitt employees say

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About Jackson Hewitt

Sourced by ZipRecruiter

At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.

Industry

Finance and insurance and accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Jersey City, NJ, US

Social media

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