35 client accounting services associate jobs at 15 companies in Lacey, WA
3mo
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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
3w
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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
3mo
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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
5d
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Family Office - Client Service Associate
Seattle, Washington, United States
$90k-$110k/yr OnsiteFull Time
1+ YOERequires 1–4 years of client-facing professional or financial services experience, strong organization and communication skills, discretion with confidential data, and Microsoft Office proficiency. A business, economics, finance, or accounting degree is preferred.
Salesforce, Microsoft Office Suite
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
1mo
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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.
1mo
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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
2w
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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
2w
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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
2w
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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
3w
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Financial Planning Associate - Seattle, Vancouver, Redwood City
Seattle or Vancouver or Redwood City
$70k-$94k/yr HybridFull Time
Bachelor's degree, 0–2 years of financial services experience, CFP designation or qualifying coursework, or Series 65 completion within 90 days; strong client, communication, analytical, and organizational skills.
Zoom, Microsoft Teams, Microsoft Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com
2mo
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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
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City 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/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
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