Client Services Associate Salaries in Washington State

Bachelor’s degree in Finance, Business, Economics, or a related field. Serve as the primary point of contact for custodial and CS workflow migrations associated…

$80,000 - $100,000 a year

12 days ago

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners.

$63,000 - $98,000 a year

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…

$30,000 - $45,000 a month

14 days ago

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$55,000 - $95,000 a year

11 days ago

Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients. Review/respond on reconciliation items (delinked accounts…

$80,000 - $85,000 a year

Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program. Coordinating the new client onboarding process:

$60,000 - $70,000 a year