87 client services associate jobs at 59 companies in Burien, WA
6d
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year work experience, comfortable standing and lifting up to 40 lbs, strong verbal/written communication, customer service and basic MS Office skills.
Microsoft Office, Greenhouse Applicant Tracking System
2d
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Work From Home - Client Services Associate
Bothell, Washington, United States
RemoteFull Time
Remote client-facing role requiring strong communication, interpersonal skills, ability to work independently and as part of a team, integrity, and desire to help families.
Zoom
1mo
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Client Services Specialist
Bellevue, Washington, United States
$96k-$102k/yr OnsiteFull Time
3+ YOE3+ years in investment support or client-facing roles; Series 7 and Series 63 or 66 required; Associate's degree or equivalent experience; advanced CRM and Microsoft Office proficiency; strong communication and attention to detail.
CRM, Microsoft Office Suite
4w
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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
1mo
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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.
1d
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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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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
3w
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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 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
3w
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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
4w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
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
2mo
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Client Service Associate
Lacey, Washington, United States
$43k-$64k/yr OnsiteFull Time
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
2w
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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
1mo
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Wealth Management Client Associate
Bellevue, Washington, United States
$25-$44/hr OnsiteFull Time
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
3d
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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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Registered Client Service Associate
Seattle, Washington, United States
$30-$34/hr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience; FINRA Series 7 and 66 or 7,63,65; 3+ years preferred; strong customer service; proficient in MS Office.
Microsoft Office, Office Suite
8h
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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
2mo
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Senior Client Relationship Associate - Seattle, WA (onsite)
Seattle, Washington, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required; 4+ years experience in investment advisory, asset management, or financial services preferred; strong communication, business judgment, organization; proficiency with Microsoft Office and CRM systems.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.
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