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

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 ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$35K - $90K/yr

As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$35K - $90K/yr

As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Client Service Associate

Bellevue, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Bellevue, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Seattle, WA · On-site

$55K - $95K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

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

Private Client Associate information

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 skills and qualifications are needed to thrive as a private client associate?

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.

How does a private client associate 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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Client & Operations Advisor- Nordstrom Seattle

Valentino

Seattle, WA • On-site

$20 - $25/hr

Full-time

Re-posted 11 days ago

Job description

WHY WORK FOR VALENTINO
A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community.
WHAT WE BELIEVE IN
Maison Valentino believes in a colleague-centric approach, where our contribution and behaviors as individuals are the secret of our success as a community. Each Valentino colleague is crucial to guarantee that every need in Valentino is met with mastery, creativity, uniqueness, and care.
WHO ARE WE LOOKING FOR
The Client and Operations Advisor plays a dual role in driving business performance and operational excellence. This hybrid position combines client-facing responsibilities with back-of-house operations, ensuring a seamless luxury experience and efficient store functionality. The Advisor will contribute to sales goals, client development, inventory management, and operational compliance.
This position offers a pay range of $20-$25 per hour, plus commission on base salary. Compensation is based on candidate experience and is subject to change.
KEY RESPONSIBILITIES:
Client Engagement & Sales
  • Deliver the Valentino Couture Service across all phases of the client journey.
  • Build and maintain strong client relationships through proactive engagement and clienteling.
  • Support store KPIs including conversion rate, cross-selling, AVT, and upselling.
  • Participate in OTO appointments and private client experiences.
  • Handle all sales and after-sales activities including returns, repairs, and complaints.
  • Escalate client issues to Store Management as needed.

Inventory & Stockroom Management
  • Execute cycle counts and annual inventory audits on schedule with set by Corp office
  • Maintain a clean, organized, and secure stockroom.
  • Ensure accurate pricing, tagging, and ticketing of merchandise.
  • Monitor and replenish floor stock to maximize sales.
  • Partner with Store Manager to optimize stockroom layout and product rotation.
  • Train team members on inventory guidelines and procedures.

Operations & Logistics
  • Follow all company operations procedures including consignments, transfers, messenger deliveries, and omnichannel fulfillment.
  • Prepare and manage shipments to clients, other stores, and warehouses.
  • Assist with receiving, shipping, and stock transfers.
  • Support front-of-house presentation and maintenance during peak hours.

After Sales & Repairs
  • Manage full-cycle after-sales service including SAP updates, client communication, and vendor coordination.
  • Execute in-house repairs and monogram requests where applicable.
  • Partner with corporate after-sales department and third-party vendors.
  • Ensure high-level service and timely resolution of client issues.

Visual Merchandising
  • Support visual standards and display maintenance in collaboration with In-Store Visual team.
  • Assist with floor directives and product presentation.

Requirements:
  • Minimum 3 years of experience in luxury retail, with a background in both client service and operations.
  • Proven track record in sales and customer relationship management.
  • Strong organizational, time management, and follow-up skills.
  • Experience with retail systems including POS and SAP.
  • Excellent communication skills, verbal and written.
  • Team-oriented with a proactive and adaptable mindset.
  • Experience in escalated customer service situations in retail.
  • Prior Sales, After Sales and Stock Associate experience in luxury retail.
  • Strong customer service, communication, and presentation skills.
  • Experience in retail systems and operations.
  • Ability to work flexible retail schedule.

HOW WE ARE
The Valentino ecosystem is home to a wide and extraordinary pool of talents, each colleague contributing with their unique attributes, nurturing a culture of inclusivity and equality. Inspiring sense of belonging, passion and engaging colleagues are the bases of our inclusive and multifaceted world.
Employment Type: Permanent
Working Time: Full-time

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