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233 client associate jobs at 129 companies in Washington

3w
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Client Associate
Bellevue or Seattle
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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1w
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Client Associate
Everett, Washington, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
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1w
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Registered Client Associate
Seattle, Washington, United States
$30-$36/hr OnsiteFull Time
D.A. Davidson
D.A. Davidson: Financial services firm providing wealth management and investment banking.
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
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3d
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Client Associate
Bellevue, Washington, United States
$40k-$77k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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)
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1mo
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Associate, Client Advisory
Bellevue, Washington, United States
$65k-$81k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
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
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2w
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Client Associate Bellevue WA
Bellevue, Washington, United States
$20-$22/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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
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1mo
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Client Service Associate
Kirkland, Washington, United States
$54k-$72k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
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.
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2w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
Salesforce, Microsoft Office
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1mo
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International Client Service Associate
Camas, Washington, United States
$55k-$70k/yr OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
Bachelor's degree (or equivalent), strong client service and operations skills, experience communicating with high-net-worth clients, ability to onboard and maintain accounts, and strong written and verbal communication.
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2w
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Client Relationship Associate - Seattle
Kirkland, Washington, United States
$65k-$80k/yr HybridFull Time
FusionTek
FusionTek: Provides managed IT, cybersecurity, and custom software development services.
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
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2mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Marsh McLennan Agency
Marsh McLennan AgencyNYSE: MMC: Provides insurance brokerage, risk management, and employee benefit solutions.
Customer service professional with insurance knowledge, able to manage crop insurance accounts and build client relationships.
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3mo
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Client Service Associate - Non-Registered
Spokane, Washington, United States
$45k-$59k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEOpen client accounts and maintain records; 2+ years clerical experience; HS diploma; Series 7/63/66 preferred.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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5d
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma, 1+ year experience (hospitality/retail/office preferred), comfortable with Microsoft Office, able to lift up to 40 lbs, strong verbal and written communication.
Microsoft Office
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2mo
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Client Service Associate
Lacey, Washington, United States
$43k-$64k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Bachelor’s degree or equivalent experience; customer service experience; ability to learn financial concepts; strong communication; proficient with MS Office; Salesforce familiarity; Workday experience preferred.
Microsoft Office, Salesforce, Workday, CRM
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2w
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Client Service Associate
Bellevue, Washington, United States
$60k-$70k/yr HybridFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
1+ YOE1-3 years customer service experience, interest in wealth management, proficiency with Microsoft Office, Salesforce/Tamarac a plus, strong communication and organizational skills; bachelor’s degree preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac
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2mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Marsh McLennan Agency
Marsh McLennan Agency: Provides insurance brokerage, risk management, and benefits consulting services.
Extensive knowledge of Crop Insurance risks; client service advocate; strong interpersonal skills; detail-oriented; team player; adaptable; eager for professional growth.
iCIMS
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2w
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Client Service Associate (Kirkland, WA)
Kirkland, Washington, United States
$45k-$60k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, manage client interactions, process transactions, open accounts, and prepare reports; CRM and Excel proficiency required; high school diploma required.
Client Relationship Management (CRM) software, Microsoft Excel
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3w
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Associate Client Advocate - Real Estate
Las Vegas or Philadelphia or San Francisco or Los Angeles County or Washington
OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
10+ YOE10+ years insurance client-facing experience, strong P&C knowledge, P&C insurance license required, experience with multi-line programs, RMIS and vendor portal experience, and Excel proficiency.
RMIS, Origami, OneTrust, Microsoft Excel
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4w
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Wealth Management Client Associate
Bellevue, Washington, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for Financial Advisors; strong communication, detail orientation, ability to learn technology platforms; high school diploma/GED minimum; FINRA licenses (SIE/Series 7/66/63/65) preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3d
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Work From Home - Client Services Associate
Kent, Washington, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, interpersonal skills, integrity, ability to work independently and in a team.
Zoom
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