Top 779 Client associate Jobs in Seattle Wa

Operations Associate, Client Service
Composition Wealth, LLC —Seattle, WA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
11d
Litigation Associate - Medical Malpractice Defense
Bennett, Bigelow & Leedom, P.s. —Seattle, WA
- $135,000 - $155,000 a year
- Email
- Hybrid work
- Customer service
- Writing skills
- Mid-level
- Free parking
- Profit sharing
Quick Apply
Associate Veterinarian - Private Practice
Cottage Lake Veterinary Hospital —Woodinville, WA
- Up to $170,000 a year
- Part-time
- Private practice
- Doctoral degree
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
3d
Associate Veterinarian
Tempus Veterinary Recruitment —Seattle, WA
- $120,000 - $160,000 a year
- Full-time
- Medical-surgical
- US work authorization
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
10d
Associate Veterinarian
Tempus Veterinary Recruitment —Issaquah, WA
- $120,000 - $150,000 a year
- Full-time
- Surgery
- US work authorization
- Entry level
- Continuing education credits
- Disability insurance
Quick Apply
10d
Associate Attorney
The Jackman Law Firm, PLLC —Bellevue, WA
- $120,000 - $200,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney ,Full time or Part time .
Confidential —Bellevue, WA
- Part-time
- Writing skills
- Mid-level
- In-person
- Paid time off
- Flexible schedule
Quick Apply
5d
Associate Veterinarian - Small Animal
Veterinary Clinic Bellevue —Bellevue, WA
- $150,000 - $180,000 a year
- Full-time
- Background check
- Private practice
- In-person
- Continuing education credits
- Paid holidays
Quick Apply
Senior Associate Attorney
Wood, Smith, Henning & Berman —Kirkland, WA
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Associate Attorney - Transactional
Everforth, Cybercoders —Seattle, WA
- $125,000 - $136,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid jury duty
- Disability insurance
Quick Apply
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
General Liability Associate
BolyːWelch —Seattle, WA
- $150,000 - $180,000 a year
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Associate Attorney - Probate
Everforth, Cybercoders —Seattle, WA
- $125,000 - $153,000 a year
- Full-time
- Writing skills
- US work authorization
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
Commercial Litigation Associate
BolyːWelch —Seattle, WA
- $205,000 - $245,000 a year
- Hybrid work
- Mid-level
- 2 years
- Health savings account
- Health insurance
Investment Management Associate
NW Recruiting Partners —Seattle, WA
- $190,000 - $235,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
Associate Veterinarian (Part-time)
Petco —Seattle, WA
- $60 - $96 an hour
- Part-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Associate Attorney (Mid-Senior Level) - Med Mal / Civ Lit
Everforth, Cybercoders —Seattle, WA
- $155,000 - $200,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mentoring
- Free parking
- Commuter assistance
Life Insurance Associate
Edion Staffing Agency —Washington State
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
Tax Support Associate – Retail
Intuit —Seattle, WA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Real Estate Associate - Transactional
Everforth, Cybercoders —Seattle, WA
- $180,000 - $200,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Profit sharing
- Paid holidays
Quick Apply

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Operations Associate, Client Service

Composition Wealth, LLC
Seattle, WA

Apply Now

Job Details

Full-time
$80,000 - $100,000 a year
11 days ago

Qualifications

CRM system proficiency

Full Job Description

Location: Seattle, WA
Job Type: Full-time
Reports to: Director of Client Service Operations
Salary Range: $80,000 - $100,000

The Operations Associate, Client Service sits at the intersection of client service and operations, working directly in support of the Director of Client Service Operations. This role is built for someone who is eager to deepen their understanding of wealth management operations - not just conceptually, but from the ground up. A meaningful part of this role involves developing a deep, working knowledge of how our servicing team operates: how different workflows are executed, how client data flows through our systems, and where the friction points are. That hands-on understanding is what enables this person to do the harder work - designing better processes, maintaining training materials, supporting custodial and CS workflow migrations, and serving as a key operational resource during M&A integrations.

Success in this role requires comfort with ambiguity, a builder's mindset, and the ability to move fluidly between strategic and operational work. If you are the kind of person who is energized by finding a better way to do things and takes ownership in making that happen, this role was designed for you.

Key Responsibilities

Director Support & Special Projects

Provide direct support to the Director of Client Service Operations across operational initiatives, with an emphasis on workflow improvement and evaluating new technology solutions
Serve as the internal point of contact for custodian-driven projects, coordinating across servicing teams to ensure timely communication and resolution

CSA Knowledge & Operational Execution

Develop a thorough, working understanding of the Client Service Associate role - including account opening and maintenance, money movements, custodial communications, and CRM workflows - and execute those tasks on an ad hoc basis as needed
Bridge CS execution and process improvement by understanding the operational realities of the servicing team firsthand and applying that knowledge to drive meaningful change

Process Design & Knowledge Management

Lead the buildout and ongoing optimization of firm workflows within new and emerging technology platforms, translating existing processes into streamlined, system-native solutions
Own all process documentation, training guides, and reference materials for the CS team, proactively identifying and closing gaps where content is missing, outdated, or unclear

M&A Integrations

Serve as the primary point of contact for custodial and CS workflow migrations associated with M&A activity, coordinating between internal and external parties and incoming groups to ensure a smooth and organized transition
Organize and lead onboarding and training sessions for incoming servicing teams, bringing new members up to speed on firm workflows, systems, and standards

Core Capabilities

Navigates ambiguity – comfortable operating without a defined roadmap; able to assess a situation, determine the right path forward, and execute with confidence
Builds from scratch – given a desired outcome, can design a process, workflow, or framework independently
Learns the craft – invests in understanding the work deeply, not just conceptually; absorbs the day-to-day realities of the CSA role with the same seriousness as the strategic work
Executes with precision – produces accurate, well-organized work and understands that data quality and process integrity matter in a regulated environment
Manages projects end-to-end – tracks tasks and timelines proactively, communicates progress clearly, and closes loops without being asked
Partners well – works collaboratively across teams and levels; earns trust with the CS team by rolling up their sleeves alongside them

Qualifications

Bachelor’s degree in Finance, Business, Economics, or a related field
0–3 years of experience; internship or project-based experience in financial services
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
CRM experience required; Salesforce preferred
Prior experience working within a custodial platform required; Schwab and/or Fidelity experience strongly preferred
Strong written communication skills; able to translate complex workflows into clear, accessible documentation
High attention to detail and comfort working with large data sets

Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Apply Now

Refine Your Search

client associate jobs in seattle wa

Operations Associate, Client Service

Litigation Associate - Medical Malpractice Defense

Associate Veterinarian - Private Practice

Associate Veterinarian

Associate Veterinarian

Associate Attorney

Associate Attorney ,Full time or Part time .

Associate Veterinarian - Small Animal

Senior Associate Attorney

Associate Attorney - Transactional

Associate Wealth Manager

General Liability Associate

Associate Attorney - Probate

Commercial Litigation Associate

Investment Management Associate

Associate Veterinarian (Part-time)

Associate Attorney (Mid-Senior Level) - Med Mal / Civ Lit

Life Insurance Associate

Tax Support Associate – Retail

Real Estate Associate - Transactional

I want to receive the latest job alert for client associate in seattle wa

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