Client Services Associate Salaries in Seattle, WA

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

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

12 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

Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch…

$30 - $36 an hour

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

7 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