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Registered Client Associate Jobs in Seattle, WA (NOW HIRING)

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Registered Client Associate information

See Seattle, WA salary details

$25.6K

$65.6K

$95.1K

How much do registered client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for registered client associate in Seattle, WA is $65,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $83,700.00 per year, depending on experience, location, and employer.

What is a registered client associate?

A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

What are the key skills and qualifications needed to thrive as a registered client associate, and why are they important?

To thrive as a Registered Client Associate, you need strong financial knowledge, attention to detail, and a FINRA Series 7 and 63/66 license. Familiarity with CRM systems, financial planning software, and trading platforms is typically required. Exceptional communication, problem-solving, and organizational skills help build client trust and support the advisory team. These competencies are crucial for delivering high-quality client service, ensuring compliance, and supporting the smooth operation of financial practices.

How does a registered client associate collaborate with financial advisors and other team members on a daily basis?

As a Registered Client Associate, you will work closely with financial advisors to support client account management, process transactions, and prepare documentation for meetings. You’ll often serve as the primary point of contact for clients, addressing their inquiries and ensuring a high level of service. Collaboration with other team members, such as operations staff and compliance officers, is also common to ensure that all client activities adhere to regulatory standards and firm policies. Effective communication and multitasking are key, as you’ll juggle administrative duties alongside direct client interactions.

What does a registered client associate do?

A registered client associate supports financial advisors by handling client communications, processing transactions, and maintaining account information. They often hold securities licenses and use financial software to assist with client service and compliance tasks.
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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Seattle, WA as of September 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 65% In-person, 21% Hybrid, and 14% Remote job distribution, with an average salary of $65,592 per year, or $31.5 per hour.

Client Service Associate

Joslin Capital Advisors LLC

Redmond, WA • On-site, Remote

$16.25 - $22.50/hr

Full-time

Re-posted 10 hours ago

Key responsibilities

  • Initiate and field client service calls and communicate transaction statuses to clients and Advisors.

  • Prepare, process, and manage all paperwork for client transactions, including account openings, closures, transfers, deposits, and withdrawals.

  • Assist with client account maintenance, including executing money requests, transfers, and special instructions, and support client onboarding and meeting preparation.

Job description

Company Description
When you join Joslin Capital Advisors LLC, you join one of the top independent, fee-only wealth management firms in the Puget Sound area. We are a cohesive team that works hard to give our clients exemplary service. Most of our clients are higher net worth, affluent individuals and families who stick with us for a lifetime. In our firm you will find many challenges and opportunities to develop professionally and contribute meaningfully, in a work environment that is fast-paced, yet friendly and supportive.
Job Description
**In person work will be required in Redmond, WA. We are set up to work remotely but not 100% of the time.
Position Overview: The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.
Duties & Responsibilities
  • Initiate and field client service calls.
  • Prepare and process all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status of transactions to clients and Advisors (e.g., when assets have transferred, when deposits are received, etc.).
  • Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions, etc.).
  • Check custodian alerts daily and perform appropriate actions.
  • Set up and generate client reports.
  • Research required minimum distributions (RMDs) and provide information to Advisor to help with processing the trades.
  • Assist with trade tickets.
  • Assemble reports for scope preps.
  • Collaborate with Advisors for proper client onboarding, with duties including client education (e.g., online account access) and proper account set up.
  • Assist with client meeting prep including assembling reports and required paperwork.
  • Complete gap analysis for each client as meetings arise to match up their current services received to what they should be getting for their service level, review this information with Client Advisors and come up with a game plan going forward.
  • Attend client meetings and calls as requested.
  • Assist with client meeting follow-up tasks.
  • Maintain complete and accurate client profiles, meeting notes, and other records in the CRM.
  • Assist with special projects as needed.

Qualifications
  • Bachelor's degree preferably in business, accounting, finance, economics or related experience.
  • 5+ year of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm).
  • Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred)

Other Skills & Experience
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, does not shrink from new challenges.
  • Possesses a passion to help new and existing clients.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others.
  • Flexible team player who is highly adaptable to change and open to new ideas.
  • Demonstrated ability to work successfully in an entrepreneurial, small company environment.
  • Uphold firm's purpose, vision and values.

Additional Information
All your information will be kept confidential according to EEO guidelines.

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