158 client associate jobs at 90 companies in Kirkland, WA
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Client Associate
Bellevue or Seattle
$65k-$85k/yr OnsiteFull Time
3+ YOEClient service experience (ideally 3–7 years in finance), bachelor’s degree preferred (finance or related), strong communication and attention to detail, proficient with Microsoft Office Suite.
Microsoft Office Suite
4w
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Client Associate
Everett, Washington, United States
$60k-$70k/yr OnsiteFull Time
1+ YOE1-5 years branch operations experience preferred, high school diploma or equivalent, strong written and verbal communication, proactive, client-focused, able to manage complex situations.
2d
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Client Associate - 2
Bellevue or Portland or United States or Springfield
$50k-$65k/yr RemoteFull Time
1+ YOERequires 1+ year of relevant experience, OE guide application skills, client lifecycle knowledge, and completion of a Life & Health license within applicable state timelines.
OE guide applications
4w
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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
2w
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Client Associate
Bellevue, Washington, United States
$40k-$77k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year applicable experience; proficiency in Microsoft Office and basic math; Life & Health license preferred within 30 days if not already licensed; strong communication and organizational skills.
Microsoft Office, Document Management System (DMS)
1mo
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Associate, Client Advisory
Bellevue, Washington, United States
$65k-$81k/yr HybridFull Time
Bachelor's degree required; strong analytical, client service, and communication skills; Microsoft Office (Excel) proficiency; prior client operations/financial management experience is a plus but recent graduates encouraged to apply.
Microsoft Office, Microsoft Excel
2w
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Registered Client Associate
Lynnwood, Washington, United States
$31-$46/hr OnsitePart Time
1+ YOE1+ year brokerage/client support experience; FINRA Series 7 and 63 (or equivalents) required; FINRA registration and SIE co‑requisite as applicable; intermediate Microsoft Office; strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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Client Associate Bellevue WA
Bellevue, Washington, United States
$20-$22/hr OnsitePart Time
1+ year client services experience; proficient with Microsoft Applications and POS; strong written and verbal communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1d
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Client Advisory Associate
Seattle, Washington, United States
$75k-$90k/yr OnsiteFull Time
Bachelor's degree preferred; strong Microsoft Office skills, communication, organization, client service, mathematics, and attention to detail required. Trust accounting knowledge, certifications, and office experience are advantageous.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
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Client Service Associate
Kirkland, Washington, United States
$54k-$72k/yr OnsiteFull Time
2+ YOEFinancial services experience preferred, 2 years relevant experience preferred, bachelor's degree or equivalent experience preferred, strong client service, confidentiality, critical thinking, attention to detail, multitasking.
1w
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Client Service Associate
Seattle, Washington, United States
$35k-$90k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 plus Series 65 licenses, financial services knowledge, MS Office and Excel proficiency, and strong client service skills.
Microsoft Office, Microsoft Excel, MS Online
1w
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Client Service Associate
Seattle, Washington, United States
$35k-$90k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 plus Series 65 licenses, financial products knowledge, MS Office and Excel proficiency, and strong client service skills.
Microsoft Office, Microsoft Excel, MS Online
1mo
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Client Relationship Associate - Seattle
Kirkland, Washington, United States
$65k-$80k/yr HybridFull Time
Prior B2B client-facing experience, strong communication and problem-solving, CRM experience (AutoTask or ConnectWise), ability to work independently in a hybrid environment.
AutoTask, ConnectWise
2w
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Client Services Associate
Renton, Washington, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year experience (hospitality/retail/office preferred), ability to lift up to 40 lbs, strong verbal/written communication, comfortable standing and performing active physical tasks.
Microsoft Office, Greenhouse
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
3d
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Client Service Associate
Seattle or Bellevue or Mercer Island or Kirkland or Portland or Boise or Kenai
$60k-$70k/yr HybridFull Time
1+ YOERequires 1–3 years of customer service experience, strong communication, organization, prioritization, reliability, and Microsoft Office proficiency. A bachelor's degree is preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac
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
3w
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Client Service Associate - Gig Harbor,WA
Gig Harbor, Washington, United States
$24-$39/hr OnsiteFull Time
1+ YOE1+ years financial industry/client service experience, strong communication, attention to detail, MS Office proficiency, ability to travel to local branches.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1w
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J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
Seattle, Washington, United States
$80k-$100k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 and 66 licenses required upon hire or within 180 days; strong client communication, independent ownership, and solution-oriented skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Advisor Services, Wealth Planning & Advice, Goal Based planning, JP Morgan Online
2w
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
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