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Remote Tasks Jobs in Bothell, WA (NOW HIRING)

About StoreOcean: StoreOcean was founded by @jakeyeaton in 2018 with the vision for a one-stop for all your technical eCommerce needs. We offer technology services which include: Small Shopify Tasks,

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Remote Tasks information

What is the difference between Remote Tasks vs Data Entry Clerk?

AspectRemote TasksData Entry Clerk
Required CredentialsBasic computer skills, internet accessHigh school diploma, familiarity with data software
Work EnvironmentRemote, flexible hoursTypically office or remote, depending on employer
Industry UsageVarious industries including marketing, research, adminPrimarily administrative, clerical roles
Common Search/ComparisonRemote Tasks vs Data Entry Clerk

Remote Tasks encompass a wide range of online jobs that require basic skills and flexible schedules, often across multiple industries. Data Entry Clerks focus specifically on inputting and managing data, usually requiring familiarity with data software. While both roles can be performed remotely, Remote Tasks offer broader opportunities, whereas Data Entry Clerks specialize in administrative data work.

What are the key skills and qualifications needed to thrive as a Remote Task Worker, and why are they important?

To thrive as a Remote Task Worker, you need strong organizational skills, attention to detail, and proficiency in basic computer operations, often with a high school diploma or equivalent educational background. Familiarity with online collaboration tools, task management platforms, and cloud-based systems is typically required. Self-motivation, time management, and effective written communication help individuals excel in this role. These skills are important because they enable remote workers to deliver accurate, timely results and maintain productivity without direct supervision.

How do remote task workers typically manage communication and collaboration with team members and supervisors?

Remote task workers usually rely on digital communication tools such as email, instant messaging, and project management platforms to stay connected with their teams. Regular check-ins, virtual meetings, and shared documentation help ensure everyone is aligned on goals and deadlines. Clear communication and proactive updates are essential, as remote environments can sometimes lead to misunderstandings or delays. Building good habits around responsiveness and documentation can help remote workers thrive and maintain strong working relationships.

What are remote tasks?

Remote tasks are work assignments that can be completed from any location outside of a traditional office, typically using a computer and internet connection. These tasks can include data entry, transcription, content moderation, research, survey participation, and more. They are often offered by companies looking to outsource specific projects or ongoing work to independent contractors or freelancers. Remote tasks provide flexibility and the ability to work from home, making them a popular choice for people seeking additional income or a more flexible work schedule.
What job categories do people searching Remote Tasks jobs in Bothell, WA look for? The top searched job categories for Remote Tasks jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Remote Tasks jobs? Cities near Bothell, WA with the most Remote Tasks job openings:
Infographic showing various Remote Tasks job openings in Bothell, WA as of July 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 41% Physical, 2% Hybrid, and 57% Remote job distribution.

Client Service Associate (Remote)

RIA Recruiting

Seattle, WA โ€ข Remote

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago


Job description

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. 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 created a culture of success, this may be a good fit for you! Find out more about us at NLRIA.com

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full-time. This position is open to candidates in Pacific and Mountain time zones.

Compensation:

  • Salary range of $70K-85K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance 50% of premium paid by the firm
  • Dental and Vision insurance
  • 401(k) with a 3% safe harbor match
  • Generous PTO Policy & Paid Holidays 20 PTO days in the first year
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for AI integration and work directly with leadership on this ongoing effort
  • Maintain and update client data in Salesforce
  • Initiate, manage, and tweak workflows in Salesforce
  • Data input into our financial planning software eMoney and preliminary analysis of financial plans
  • Run reports and proposals in Orion

Requirements:

  • 3 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.