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

PathStone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... insurance, education support, a 401(k) plan, parental leave, and more. This role supports the firm ...

Pathstone

Associate, Client Advisory

Bellevue, WA · On-site

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... insurance, education support, a 401(k) plan, parental leave, and more. This role supports the firm ...

Pathstone

Associate, Client Advisory

Bellevue, WA · Hybrid

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... insurance, education support, a 401(k) plan, parental leave, and more. This role supports the firm ...

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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.

Associate, Client Advisory

PathStone

Bellevue, WA • On-site

$65K - $81K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Bellevue, WA office.
JobDescription: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Key Responsibilities:
  • Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
  • Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
Qualifications:
  • Bachelor's degree is required.
  • Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $65,000 - $81,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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