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$30 - $33.65 per hour
...Markets, Futures, and Advanced Clearing ″ Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client ServiceAssociate to provide comprehensive... ...perceived tohave these characteristics or is associated with someone who isperceived to have...SuggestedWork experience placementWork at officeFlexible hoursWedbush Securities
Seattle, WA3 days ago- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...SuggestedWork at office
International Search Consultants
Seattle, WA4 days ago - ...Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-...SuggestedContract work3 days per week
Motion Recruitment
Seattle, WA4 days ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at officeVodia Ventures
Seattle, WA1 day ago- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of...SuggestedWork at office
International Search Consultants
Bellevue, WA2 days ago $22.64 per hour
...As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences...SuggestedTemporary workWork experience placementSPS North America Inc
Renton, WA3 days ago$22.64 per hour
...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...SuggestedHourly payTemporary workWork experience placementWork at officeFlexible hoursSps-Global-6
Seattle, WA3 days ago- ...Dormont Manufacturing Co is looking for a Client Service Associate in Bellevue, WA. This position involves supporting Financial Advisors with client service, ensuring timely and accurate responses to client needs. The ideal candidate will be an enthusiastic self-starter...SuggestedHourly pay
Dormont Manufacturing Company
Bellevue, WA3 days ago - ...Job Description If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry...SuggestedTemporary workWork at officeWork from homeMonday to Friday
ColdStream Inc
Bellevue, WA13 hours ago $50k - $60k
...a leading middle‑market investment bank and full‑service broker‑dealer. With roots tracing back to 1881, the... ...Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in...SuggestedFull timePart timeLocal area$60k - $70k
Registered Client Service Associate (Seattle or Bellevue) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial...SuggestedFull timePart timeLocal area$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior to Mid-Level | DC Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw...SuggestedPrivate practice- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...SuggestedFull timeContract work3 days per week
$30 - $33.65 per hour
Wedbush in Seattle is seeking a Registered Client Service Associate to support Financial Advisors and senior management. The role includes providing sales and administrative support, maintaining client account information, and organizing meetings. Successful candidates...Suggested$65.5k - $82k
Laird Norton Wetherby in Seattle is looking for a full-time Client Associate in Trust Services. In this role, you will help manage Trust tax and bill payments by working closely with wealth management professionals. Ideal candidates will possess strong organizational and...SuggestedFull time- Coldstream is seeking a Client Service Associate to join its Bellevue wealth management team and support advisors by handling client data, onboarding, and money-movement requests in a hybrid setting. The role emphasizes strong communication, 1-3 years in customer service...Work at officeRemote workMonday to Friday
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$50k - $60k
A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference...$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
$22.64 per hour
...Job Description Job Description Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementImmediate startFlexible hours$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Bellevue, WA5 days ago $25 - $44 per hour
...This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials, advocating for clients, and promoting banking solutions. Responsibilities Provide excellent client service and educate clients...Hourly paySeasonal workShift workDay shiftBank of America
Seattle, WA4 days ago- Bessemer Trust is seeking an Associate Client Advisor in Seattle, WA, to enhance client service for ultra-high net worth clients. The role involves managing client accounts, developing relationships, and coordinating services across departments. The ideal candidate will...Remote job
$65.5k
Client Associate - Trust Services (Tax/Bill Pay) We are seeking a full‑time Client Associate to join our team. You will work with a team of wealth management professionals and other team members to provide excellent service to our internal clients. The focus areas will...Full timeContract workWork experience placementWork at officeFlexible hours$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office$225k - $365k
A top-tier legal firm in Washington is seeking a Junior to Mid-Level Private Client Services Associate. This role involves handling trusts and estates alongside tax matters, including estate structuring and charitable giving for high-net-worth individuals. Candidates should...
