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Insurance Client Services Jobs in Seattle, WA (NOW HIRING)

Smartsheet

Client Services Director (Remote Eligible)

Bellevue, WA · On-site +1

$112K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Smartsheet is looking for a high-impact Client Services Director to join our Professional Services ... US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and ...

kennedyjc

Client Service Manager - Water/Wastewater

Federal Way, WA · Hybrid

$180K - $240K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Build client strategies that expand market presence, introduce services, identify opportunities ... Medical, dental, vision, life and disability insurance; a health savings account; a 401(k); bonus ...

kennedyjc

Client Service Manager - Water/Wastewater

Seattle, WA · Hybrid

$180K - $240K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Build client strategies that expand market presence, introduce services, identify opportunities ... Medical, dental, vision, life and disability insurance; a health savings account; a 401(k); bonus ...

Kennedy Jenks

Client Service Manager - Water/Wastewater

Seattle, WA · On-site

$180K - $240K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Build client strategies that expand market presence, introduce services, identify opportunities ... Medical, dental, vision, life and disability insurance; a health savings account; a 401(k); bonus ...

Morgan Stanley

Registered Client Service Associate

Bellevue, WA · On-site

$35K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Knowledge of financial services products, including but not limited to equities, bonds, options ... mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior ...

Morgan Stanley

Registered Client Service Associate

Bellevue, WA · On-site

$35K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Knowledge of financial services products, including but not limited to equities, bonds, options ... mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior ...

Clark Nuber PS

Tax Manager-Private Client Services

Bellevue, WA · On-site

$119K - $164K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

If so, we invite you to explore our Tax Manager opportunity on ourPrivate Client Services team. In ... Comprehensive Insurance Coverage : We offer fully paid medical, dental, vision, life, short-term ...

Clark Nuber PS

Tax Manager-Private Client Services

Bellevue, WA · On-site

$119K - $164K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

If so, we invite you to explore our Tax Manager opportunity on our Private Client Services team. In ... Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and ...

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Showing results 21-40

All JobsInsurance Client Services JobsInsurance Client Services Jobs in Seattle, WA

Insurance Client Services information

See Seattle, WA salary details

$39.8K

$80K

$145.1K

How much do insurance client services jobs pay per year?

As of Aug 18, 2026, the average yearly pay for insurance client services in Seattle, WA is $80,037.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,900.00 and $94,500.00 per year, depending on experience, location, and employer.

What is the difference between Insurance Client Services vs Insurance Claims Specialist?

AspectInsurance Client ServicesInsurance Claims Specialist
Required CredentialsHigh school diploma or equivalent; sometimes insurance licensesHigh school diploma; licensing often required
Work EnvironmentOffice setting, customer service focusOffice or claims processing centers, detailed work
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance companies, third-party administrators
Common Search & ComparisonCustomer support, policy assistanceClaims processing, claim resolution

Insurance Client Services and Insurance Claims Specialists both work within the insurance industry, but their roles differ. Client Services focuses on assisting policyholders with inquiries, policy management, and customer support. Claims Specialists handle the processing and resolution of insurance claims, often requiring more detailed claim knowledge. Understanding these differences helps job seekers find the right role aligned with their skills and career goals.

What are popular job titles related to Insurance Client Services jobs in Seattle, WA?

For Insurance Client Services jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Insurance Client Services jobs in Seattle, WA look for?

The top searched job categories for Insurance Client Services jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Insurance Client Services jobs?

Cities near Seattle, WA with the most Insurance Client Services job openings:

Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $80,037 per year, or $38.5 per hour.

Client Services Specialist

First Technology Federal Credit Union

Bellevue, WA • On-site

$96K - $102K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Description

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business.

This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program.  You will act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across the full client lifecycle.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do: 

Client Service & Relationship Support 

  • Coordinate and oversee the client onboarding process, including more complex, high‑net‑worth relationships, while adhering to all compliance standards
  • Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
  • Communicate regularly with clients via phone, email, mail, and digital channels to support review meetings, events, educational outreach, and client engagement initiatives  

Investment & Planning Support 

  • Prepare materials, reports, and presentations for client meetings
  • Input and maintain client data within financial planning software, including goals, asset allocation, budgeting, savings strategies, and long‑term planning assumptions
  • Facilitate trade execution and investment transactions per advisor direction and firm policy
  • Discuss investment products and strategies in alignment with advisor recommendations, client risk tolerance, and stated objectives 

Operational Excellence & Compliance 

  • Maintain organized, compliant client records consistent with FINRA, OSJ, and Insurance Agency requirements
  • Utilize workflows and task management tools to coordinate service activities and ensure deadlines are met
  • Generate and manage client experience plans and touchpoint tracking
  • Execute administrative and operational duties that support the overall success of the advisory practice 

Business Development & Team Support 

  • Track and follow up on new leads from referrals, educational events, and outreach efforts
  • Support appreciation and educational events for clients and credit union partners
  • Provide occasional mentorship, training, or onboarding support to new or less‑experienced associates 

Essential Skills: 

  • Minimum 3 years’ experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company
  • Strong understanding of investment products, advisory workflows, and client service best practices 
  • Advanced experience with CRM platforms and financial planning software preferred
  • Exceptional attention to detail, organization, and follow‑through
  • Ability to manage multiple priorities, meet deadlines, and exercise sound judgment independently
  • Professional communication skills with the discretion required for sensitive financial matters
  • Expert proficiency with Microsoft Office Suite

Licensing & Education: 

  • FINRA Series 7 + Series 63 or 66 (or equivalent) required
  • Associate’s level degree or equivalent relevant work experience required  

Location:  Ridgepointe Experience Center | Bellevue WA 98007

Compensation: 

  • Target Compensation in Washington: $96,000 to $102,000
  • This range reflects:
    • Annual base salary: $80,168
    • Annual incentive plan: $16,000 to $22,000, based on current production

Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.

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