ZipRecruiter

Log In

1

Private Client Associate Jobs in Bothell, WA (NOW HIRING)

Atrium

Associate Client Advisor - 399692

Seattle, WA · On-site

Client Overview Our client is a leading private wealth management and investment advisory firm ... They are looking to add an Associate Client Advisor to their team. The Seattle office is a small ...

Pwc

Tax Senior Associate - Private Companies

Seattle, WA · On-site

$77K - $214K/yr

As a Senior Associate, you will build meaningful client connections, manage and inspire others, and ... private companies - Reviewing and preparing tax returns to support clients in meeting their tax ...

US Bank

Ascent Private Banking Associate

Seattle, WA · Hybrid

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing ... This position ensures an elevated client experience by managing daily banking operations, resolving ...

Brighton Jones

Investment Associate

Seattle, WA

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing ... client interaction initially). * Contribute to educational initiatives that expand private market ...

Apply Early

Brighton Jones

Investment Associate

Seattle, WA · On-site

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing ... client interaction initially). * Contribute to educational initiatives that expand private market ...

Brighton Jones

Investment Associate

Seattle, WA

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing ... client interaction initially). * Contribute to educational initiatives that expand private market ...

Stoel

Debt Finance Associate

Seattle, WA

$193K - $280K/yr

... private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will independently produce client-ready ...

Ascend Partner Firms

Audit Associate

Kirkland, WA · On-site

$78K - $80K/yr

About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a ... From your first year, you'll have meaningful client interaction, gain exposure to a variety of ...

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Bothell, WA

Private Client Associate information

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Bothell, WA? For Private Client Associate jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Bothell, WA look for? The top searched job categories for Private Client Associate jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Private Client Associate jobs? Cities near Bothell, WA with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Bothell, WA as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 91% Physical, 5% Hybrid, and 4% Remote job distribution.
Associate Client Advisor - 399692

Associate Client Advisor - 399692

Atrium

Seattle, WA • On-site

Other

Posted 7 days ago

Atrium Health rating

7.6

Company rating: 7.6 out of 10

Based on 616 frontline employees who took The Breakroom Quiz

189th of 877 rated healthcare providers

Job description

Client Overview
Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term relationships, discretion, and exceptional client service. They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success.
Salary/Hourly Rate
$105k + Bonus + Profit sharing
Position Overview
The Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. You will work closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs. This role is ideal for a client-facing financial services professional with 2 - 3 years of experience who enjoys working in a small-office setting and is ready to take on meaningful responsibility.
Responsibilities Of The Associate Client Advisor
  • Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
  • Prepare client meeting materials, presentations, and reports using MS Office and Google Suite.
  • Assist with account openings, maintenance, and documentation, ensuring accuracy and compliance with firm policies and regulatory requirements.
  • Coordinate internally with Investment, Planning, and Operations teams to deliver a seamless client experience.
  • Participate in client meetings, taking notes, tracking follow-up items, and ensuring timely completion of action items.
  • Help monitor client portfolios and financial plans, escalating issues and opportunities to the Senior Client Advisor.
Required Experience/Skills For The Associate Client Advisor
  • Strong client service orientation with the ability to build trust and rapport.
  • Excellent verbal and written communication skills; professional and presentable demeanor.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Google Suite.
  • Comfortable working in a small-office environment (currently three people) and collaborating closely with senior professionals.
  • Outgoing, polished, and confident in client-facing settings.
Education Requirements
  • Bachelor's degree is required.
Benefits
  • Competitive benefits package offered.

What Atrium Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Atrium Health logo

About Atrium Health

Sourced by ZipRecruiter

Atrium Health is one of the nation's leading healthcare organizations, connecting patients with on-demand care, world-class specialists and the region's largest primary care network. A recognized leader in healthcare delivery, quality and innovation, our foundation rests on providing clinically excellent and compassionate care. We've been serving our community since 1940, when we opened our doors as Charlotte Memorial Hospital. Since then, our network has grown to include more than 40 hospitals and 900 care locations ranging from doctors' offices to behavioral health centers to nursing homes. Our focus: Delivering the highest quality patient care, supporting medical research and education, and joining with partners outside our walls to keep our community healthy.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1940

View All Atrium Health Jobs

Apply