73 client services associate jobs at 36 companies in Olympia, WA
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
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
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
18h
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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
2d
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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
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.
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
1w
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Client Service Manager
Bellevue, Washington, United States
$26/hr FieldFull Time
Supervisory/scheduling experience, strong communication and customer-service skills, valid driver’s license and auto insurance, accountable and able to work independently; associate or bachelor\u0002s in business, nursing, or social services preferred.
2w
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Health Insurance and Services Navigator I
Tukwila, Washington, United States
$23-$32/hr OnsiteFull Time
1+ YOEAssociate degree or technical college and 1–2 years experience with Medicaid preferred; ability to complete enrollments, assess eligibility, run reports, and communicate with clients and external agencies.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Senior Associate
Seattle, Washington, United States
$111k-$138k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years relevant experience in executive search/recruiting, consulting, or client-facing professional services; exceptional written and oral communication; client management and leadership in search execution.
17h
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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
2d
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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
4w
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Associate, Affiliate (Temp-to-Perm)
Seattle or Brooklyn
$45k-$50k/yr HybridFull Time
1+ YOE1–2 years affiliate/partner/performance marketing experience; strong written/verbal communication; proficiency with Excel/Sheets and PowerPoint/Slides; organizational and problem-solving skills; client-services orientation.
Microsoft Excel, Google Sheets, Microsoft PowerPoint, Google Slides
2mo
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Senior Associate, Indirect Tax
San Francisco or Santa Clara or Seattle
OnsiteFull Time
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
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