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

Kitsap Mental Health Services

On Call RN

Bremerton, WA

$42.87 - $54.66/hr

Examine and assess clients upon admission, determine if client is medically stable in order to ... Associates degree in Nursing. EXPERIENCE: Entry level (no prior related work experience) LICENSURE:

Kitsap Mental Health Services

On Call RN

Bremerton, WA · On-site

$42.87 - $54.66/hr

Examine and assess clients upon admission, determine if client is medically stable in order to ... Associates degree in Nursing. EXPERIENCE: Entry level (no prior related work experience) LICENSURE:

Kitsap Mental Health Services

On Call RN

Bremerton, WA · On-site

Examine and assess clients upon admission, determine if client is medically stable in order to ... Associates degree in Nursing. EXPERIENCE: Entry level (no prior related work experience) LICENSURE:

Kitsap Mental Health Services

On Call RN

Bremerton, WA · On-site

$42.87 - $54.66/hr

Examine and assess clients upon admission, determine if client is medically stable in order to ... Associates degree in Nursing. EXPERIENCE: Entry level (no prior related work experience) LICENSURE:

Kitsap Mental Health Services

On Call RN

Bremerton, WA · On-site

$60 - $80/hr

Examine and assess clients upon admission, determine if client is medically stable in order to ... Minimum Qualifications Work a minimum of 2 shifts per month Education Associate's degree in Nursing.

Kitsap Mental Health Services

On Call RN

Bremerton, WA · On-site

$42.87 - $54.66/hr

Examine and assess clients upon admission, determine if client is medically stable in order to ... Associates degree in Nursing. EXPERIENCE:Entry level (no prior related work experience) LICENSURE:

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All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Seattle, WA

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

Edelman Financial Engines, LLC

Kirkland, WA • On-site

$70K - $80K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $70,000.00 - $80,000.00.  However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.    
 
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.    

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