Top 15 Client services associate Jobs in Olympia, Wa

Client Service Associate - Gig Harbor,WA
LPL Financial —Olympia, WA
- $23.52 - $39.17 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
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8d
Client Service Associate
Wealth Enhancement Group —Lacey, WA
- $30 - $35 an hour
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Part-Time Sales & Customer Support Associate
Car Hero Auto Sales LLC —Olympia, WA
- $26 - $30 an hour
- Part-time
- Background check
- Clean driving record
- Dealership
- Paid training
- Flexible schedule
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Client Service Associate
Batik Financial —Lakewood, WA
- $22 - $24 an hour
- Overtime
- Background check
- Microsoft Outlook
- Customer service
- Paid holidays
- 401(k)
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8d
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Lacey, WA
- $50,000 - $135,000 a year
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
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Client Services Coordinator
Vibrant Health Homecare —Tacoma, WA
- $26 - $28 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
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9d
Associate Private Client Advisor
Key Investment Services, LLC —Olympia, WA
- $77,969 a year
- Full-time
- Research
- Mid-level
- Office

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Wealth Planning Associate
Everforth —Seattle, WA
Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices.
$90,000 - $115,000 a year
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J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,…
$80,168.40 - $99,900.00 a year

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Client Relations Specialist - Fast Track Opportunity to Freight Broker
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In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
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Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
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Client Service Associate - Gig Harbor,WA

LPL Financial -
Olympia, WA

Quick Apply

Job Details

Full-time
$23.52 - $39.17 an hour
8 days ago

Benefits

Stock options
Paid holidays
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Customer communication
Employee relationship building
Managing clients in a customer support role
Financial services
Stakeholder relationship building

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

This full-time in office employment opportunity for the Sound CU to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Responsibilities:

Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution. Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology. Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues. Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs. Provide administrative support including scheduling, preparing materials, and maintaining client information.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

1+ years of financial industry experience, preferably in wealth management
1+ years in client service with excellent communication skills
Some travel to local branches required

Core Competencies:

Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative

Preferences:

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

#LI-Onsite

Pay Range:

$23.52-$39.17/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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Refine Your Search

client services associate jobs in olympia, wa

Client Service Associate - Gig Harbor,WA

Client Service Associate

Part-Time Sales & Customer Support Associate

Client Service Associate

Bilingual Sales Representative (Sales, Customer Service)

Client Services Coordinator

Associate Private Client Advisor

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