Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not ...
Registered Client Service Associate
Bellevue, WA · On-site
$35K - $85K/yr
Registered 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 ...
Registered Client Service Associate
Bellevue, WA · On-site
$35K - $85K/yr
Registered 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 ...
Registered Client Service Associate
Bellevue, WA · On-site
$35K - $85K/yr
Registered 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 ...
Registered Client Service Associate
Bellevue, WA · On-site
$35K - $85K/yr
Registered 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 ...
Registered Client Service Associate (Seattle or Bellevue)
Seattle, WA · On-site
$60K - $70K/yr
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in ...
Registered Client Service Associate (Seattle or Bellevue)
Seattle, WA · On-site
$60K - $70K/yr
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in ...
Registered Client Service Associate (Seattle or Bellevue)
Bellevue, WA · On-site
$60K - $70K/yr
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in ...
Registered Client Service Associate (Seattle or Bellevue)
Bellevue, WA · On-site
$60K - $70K/yr
Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support ...
Client Service Associate
Seattle, WA · On-site
$28 - $30/hr
Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA.
Client Service Associate
Seattle, WA · On-site
$28 - $30/hr
Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA.
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Quick apply
Client Service Associate
Bellevue, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located ...
Registered Client Associate
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. * Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. * Strong ...
Quick apply
Registered Client Associate
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. * Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. * Strong ...
Registered Client Associate
Lynnwood, WA · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Establish and service client accounts, prepare forms, research account inquiries and/or issues
Registered Client Associate
Lynnwood, WA · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Establish and service client accounts, prepare forms, research account inquiries and/or issues
Registered Client Associate
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. * Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. * Strong ...
Quick apply
Registered Client Associate
$55K - $65K/yr
At least two years previous experience as a Registered Client Associate. * Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. * Strong ...
Client Service Associate
Seattle, WA · On-site
$80 - $100/hr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Seattle, WA · On-site
$80 - $100/hr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Redmond, WA · On-site +1
$16.25 - $22.50/hr
... registered investment advisory firm). * Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred) Other Skills & Experience
Client Service Associate
Redmond, WA · On-site +1
$16.25 - $22.50/hr
... registered investment advisory firm). * Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred) Other Skills & Experience
Client Service Associate
Seattle, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor ...
Quick apply
Client Service Associate
Seattle, WA · Hybrid
$60K - $70K/yr
As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Seattle, WA · Hybrid
$16.50 - $22.75/hr
As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor ...
Client Service Associate
Seattle, WA · Hybrid
$16.50 - $22.75/hr
As a Client Service Associate, you'll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor ...
Client Service Associate
Seattle, WA · On-site
$80K - $100K/yr
Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent ...
Client Service Associate
Seattle, WA · On-site
$80K - $100K/yr
Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Redmond, WA · On-site
$16.25 - $22.50/hr
... registered investment advisory firm). * Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred) Other Skills & Experience
Client Service Associate
Redmond, WA · On-site
$16.25 - $22.50/hr
... registered investment advisory firm). * Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred) Other Skills & Experience
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. Strong ...
Registered Client Associate
Seattle, WA · On-site
$30 - $36/hr
Some previous experience as a Registered Client Associate is preferred. Post-Secondary education ... Excellent communication (written and verbal), problem solving and client service skills. Strong ...
Registered Client Service Associate information
See Redmond, WA salary details
$11.31 - $14.44
3% of jobs
$14.44 - $17.57
12% of jobs
$18.93 is the 25th percentile. Wages below this are outliers.
$17.57 - $20.71
23% of jobs
The median wage is $22.20 / hr.
$20.71 - $23.84
24% of jobs
$26.41 is the 75th percentile. Wages above this are outliers.
$23.84 - $26.97
15% of jobs
$26.97 - $30.10
10% of jobs
$30.10 - $33.24
6% of jobs
$33.24 - $36.37
2% of jobs
$36.37 - $39.50
2% of jobs
$39.50 - $42.63
1% of jobs
$42.63 - $45.77
1% of jobs
$11
$25
$45
How much do registered client service associate jobs pay per hour?
What is the difference between Registered Client Service Associate vs Client Service Associate?
| Aspect | Registered Client Service Associate | Client Service Associate |
|---|---|---|
| Credentials | FINRA registration, Series 7/63 licenses often required | Typically no licensing required |
| Work Environment | Financial firms, banks, investment companies | Bank branches, financial institutions, customer service centers |
| Employer & Industry | Financial services, wealth management | Banking, retail banking, financial services |
| Search & Comparison | Often compared for client interaction and licensing requirements | Commonly compared for entry-level client support roles |
The main difference is that Registered Client Service Associates typically hold licensing and work in financial firms handling investment-related client services, while Client Service Associates usually work in banking environments providing general customer support without licensing requirements.
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Cities near Redmond, WA with the most Registered Client Service Associate job openings:

Full-time
Re-posted 21 days ago
Job description
Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.
Our Seattle office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management.
Responsibilities include, but are not limited to:
- Provide sales and administrative support to clients and Financial Advisors
- Maintain and update client account information, assisting Financial Advisors with specialized projects
- Coordinate, prepare, and assist with client review meetings and new account setups
- Organize and manage calendars, appointments, and meetings efficiently
- Process invoices, check requests, and expense reports in a timely manner
- Research, plan, and arrange detailed travel itineraries, compiling all necessary documents for travel and appointments
- Interact with clients both in-person and over the phone, delivering exceptional service
- Prepare correspondence, presentations, and reports as required
- Track and follow up on time-sensitive tasks and deliverables
- Answer phones, taking precise and detailed messages
- Maintain organized files and documentation
- Perform other duties and tasks as required and assigned
- Bachelor's Degree or equivalent work experience preferred
- FINRA Series 7 and 66 OR Series 7 and 63 & 65 certifications required
- Minimum of 3 years of professional experience preferred
- Strong commitment to delivering exceptional customer service
- Proficient understanding of general office procedures and office equipment
- Expertise in Microsoft Office Suite (Word, Excel, PowerPoint)
- Professional appearance and demeanor is essential
- Positive, proactive attitude with the ability to prioritize, multitask, and meet deadlines
About Wedbush Securities
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Los Angeles, CA, US
Year founded
1955