119 client services associate jobs at 59 companies in Issaquah, WA
21h
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Client Services Associate
Seattle, Washington, United States
$29-$33/hr OnsiteFull Time
Customer service experience preferred in luxury retail, furniture showroom, or design settings; strong organization, communication, prioritization, relationship, and time-management skills; ability to lift up to 30 lbs.
Mac Operating System, iOS, Microsoft Office, Google Applications
1mo
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Client Services Associate
Seattle, Washington, United States
$23/hr OnsiteFull Time
Provides mail/shipping/receiving services, operate mailroom equipment, deliver customer service, maintain records, PC/MS Office skills, high school diploma required; 2+ years experience preferred; ability to lift 40–60 lbs.
Microsoft Office, Greenhouse, chain of custody software, MFD equipment, mail folding and inserting machine, postage meter, photocopying machine
1mo
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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.
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
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
4d
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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
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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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 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
1mo
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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
5d
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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
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
2d
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and 1 year of experience. Requires client service, communication, organization, judgment, technology adaptability, and computer application skills; financial licenses are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
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
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
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
2mo
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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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