54 client accounting services associate jobs at 19 companies in Edmonds, WA
2mo
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Senior Associate, Client Advisory
Bellevue, Washington, United States
$81k-$85k/yr HybridFull Time
1+ YOEBachelor's degree required, 1+ years financial services experience, CFP preferred; strong analytical, client service, and Excel skills; comfortable with account documentation and reporting.
Microsoft Office, Microsoft Excel
1mo
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Registered Client Associate
Seattle, Washington, United States
$30-$36/hr OnsiteFull Time
Must complete SIE and Series 7 and Series 66 (or Series 63/65) or obtain licensing; strong knowledge of securities and products; solid Microsoft Word/Excel/Outlook skills; excellent communication and client service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
1w
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Client Service Associate
Seattle, Washington, United States
$80k-$85k/yr HybridFull Time
3+ YOE3+ years experience at an RIA or broker-dealer, knowledge of separately managed accounts, highly skilled in Microsoft Office, Salesforce, excellent communication, organized and detail oriented.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
2mo
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; ensure timely/accurate client materials; maintain client relationships and adhere to bank policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Client Service Associate
Bellevue, Washington, United States
$36k-$85k/yr OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, financial products knowledge, advanced Microsoft Office skills, and strong organizational, writing, interpersonal, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1w
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Client Service Manager
Bellevue, Washington, United States
$26/hr FieldFull Time
Supervisory/scheduling experience, strong communication and customer-service skills, valid driver’s license and auto insurance, accountable and able to work independently; associate or bachelor\u0002s in business, nursing, or social services preferred.
2w
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Associate Banker - Healthcare Services- Associate
San Francisco or Seattle or Los Angeles
$115k-$145k/yr OnsiteFull Time
3+ YOE3+ years in banking/credit/treasury roles, leadership and risk assessment skills, ability to develop and retain client relationships; bachelor’s degree preferred.
3w
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Senior Associate
Bellevue, Washington, United States
HybridFull Time
2+ YOEBachelor's in finance/business or similar, 2+ years financial or client services experience, hedge fund/AML/KYC knowledge a plus, strong communication and Excel skills.
Microsoft Office, Microsoft Excel
3d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
5d
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Tax Associate
Covington, Washington, United States
$16-$20/hr OnsiteSeasonal, Part Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Wealth Management Associate
Bellevue, Washington, United States
$80k-$100k/yr HybridFull Time
2+ YOE2+ years client service experience in wealth management, Series 65, FPQP or CFP module (or willing to obtain), proficiency with Microsoft Office and CRMs, strong communication and organizational skills, Bachelor’s degree.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce CRM, eMoney, Tamarac
1w
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Associate Financial Advisor
Edmonds, Washington, United States
$82k-$99k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2mo
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Senior Associate, Indirect Tax
San Francisco or Santa Clara or Seattle
OnsiteFull Time
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
4w
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Registered Branch Associate - Bothell, WA
Bothell, Washington, United States
OnsiteFull Time
High school diploma required (BA preferred). Series 7 and Series 66 registrations required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving and client-service skills.
3w
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Associate Financial Advisor
Issaquah, Washington, United States
$85k-$95k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years client-facing financial services experience; Series 7 & Series 66 preferred (sponsorship available); Washington Life & Health preferred; strong relationship and communication skills.
1d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of client service or financial industry experience required; strong communication, organizational, interpersonal, analytical, and client service skills required.
1mo
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Associate Trader/Trader - Currency
Seattle or New York City
$100k-$140k/yr OnsiteFull Time
2+ YOEBachelor's in Finance/Economics/Mathematics required, 2+ years trading experience preferred (FX preferred). Strong Excel and database skills, knowledge of electronic execution platforms and trading costs, client service, analytical problem solving. Must be authorized to work in the U.S.
Microsoft Excel
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