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Registered Client Service Associate Jobs in 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.

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 ...

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

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 · 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 ...

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 ...

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Registered Client Service Associate information

See Seattle, WA salary details

$11

$25

$46

How much do registered client service associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for registered client service associate in Seattle, WA is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $28.46 per hour, depending on experience, location, and employer.

What is the difference between Registered Client Service Associate vs Client Service Associate?

AspectRegistered Client Service AssociateClient Service Associate
CredentialsFINRA registration, Series 7/63 licenses often requiredTypically no licensing required
Work EnvironmentFinancial firms, banks, investment companiesBank branches, financial institutions, customer service centers
Employer & IndustryFinancial services, wealth managementBanking, retail banking, financial services
Search & ComparisonOften compared for client interaction and licensing requirementsCommonly 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.

What are popular job titles related to Registered Client Service Associate jobs in Seattle, WA?

For Registered Client Service Associate jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Registered Client Service Associate jobs in Seattle, WA look for?

The top searched job categories for Registered Client Service Associate jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Registered Client Service Associate jobs?

Cities near Seattle, WA with the most Registered Client Service Associate job openings:

Infographic showing various Registered Client Service Associate job openings in Seattle, WA as of August 2026, with employment types broken down into 76% Full Time, 17% Part Time, and 7% Contract. Highlights an 83% In-person, 7% Hybrid, and 10% Remote job distribution, with an average salary of $53,059 per year, or $25.5 per hour.

Registered Client Service Associate

Wedbush Securities

Seattle, WA

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