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Wealth Management Client Associate Jobs in Kent, WA

UBS

Client Associate

Bellevue, WA · On-site

Do you know how to take care of people? We're looking for a client associate to: • keep ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Kent, WA

Wealth Management Client Associate information

See Kent, WA salary details

$11

$25

$46

How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Kent, WA is $25.29, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $28.22 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

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

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Kent, WA are hiring for Wealth Management Client Associate jobs?

Cities near Kent, WA with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Kent, WA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $52,604 per year, or $25.3 per hour.

Client Service Associate

Coldstream Wealth Management

Seattle, WA • Hybrid

$60K - $70K/yr

Full-time

Posted 13 days ago

Job description

If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. 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 industry. This is a great opportunity for someone with professional office experience who is ready to develop their skills, take on new responsibilities, and build a long-term career in wealth management.

This position is located in our South Lake Union office. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays and Wednesdays with the ability to work from home the remaining days.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
    • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
    • Updating cost basis, tracking required minimum distributions, reconciling account information
    • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
  • Interest in building a career in the wealth management industry
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Excellent communication skills, including proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • Excellent reliability
  • A Bachelor's degree is preferred due to future career path requirements