Top 104 Client services associate Jobs in Washington State

Operations Associate, Client Service
Composition Wealth, LLC —Seattle, WA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
12d
Client Services Associate, Business Development
Northwest Trustee & Management Services, LLC —Spokane, WA
- $22 - $26 an hour
- Full-time
- Mid-level
- Office
- Business development
- Dental insurance
- 401(k)
Quick Apply
Sales & Marketing Field Canvasser - Door to Door Sales- Customer Service
Balsamroot Exteriors LLC —Spokane, WA
- $40,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Residential
- Paid training
- Health insurance
Quick Apply
10h
Client Services Manager (Temporary Position)
All Ways Caring HomeCare —Bellingham, WA
- $25 - $26 an hour
- Part-time
- Nursing
- Mid-level
- Driver's License
- 401(k)
- Tuition reimbursement
13d
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Camas, WA
- $90,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Camas, WA
- $80,000 - $135,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Client Representative
Confidential —Seattle, WA
- $950 - $1,350 a week
- Full-time
- Background check
- Sales
- No experience needed
- Professional development assistance
Quick Apply
Store Manager (Sales, Customer Service)
Freeway Insurance Services America, LLC —Bellingham, WA
- $4,000 a month
- Urgently hiring
- Spanish
- English
- Mid-level
- Paid training
- Health insurance
Quick Apply
4d
Client Services Manager- Bilingual Preferred: Amharic/English
All Ways Caring HomeCare —Renton, WA
- $26 an hour
- Full-time
- Nursing
- English
- Mid-level
- 401(k)
- Tuition reimbursement
10d
Store Manager (Sales, Customer Service)
Freeway Insurance Services America, LLC —Spokane Valley, WA
- $4,000 a month
- Urgently hiring
- Spanish
- English
- Mid-level
- Paid training
- Health insurance
Quick Apply
4d
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Longview, WA
- $50,000 - $135,000 a year
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
4d
Store Manager (Sales, Customer Service)
Freeway Insurance Services America, LLC —Spokane, WA
- $4,000 a month
- Urgently hiring
- Spanish
- English
- Mid-level
- Paid training
- Health insurance
Quick Apply
4d
Client Service Associate
Coldstream Wealth Management —Mercer Island, WA
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Paid parental leave
Quick Apply
7d
Client Associate
D.A. Davidson —Walla Walla, WA
- $22.50 - $27.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Paid holidays
- Health insurance
4d
Seasonal Sales & Customer Support Representative - Closing
REI (Recreational Equipment Inc.) —Sumner, WA
- $15.88 - $18.00 an hour
- 8 hour shift
- Remote
- Background check
- 18 years or older
- Writing skills
- Health insurance
- Employee discount
Client Service Associate
Morgan Stanley —Seattle, WA
- $55,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
12d
Client Service Associate
Integrated Private Wealth —Gig Harbor, WA
- From $65,000 a year
- Full-time
- Mid-level
- Office
- Quality control
- Health insurance
- Dental insurance
Quick Apply
6d
Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $98,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
Quick Apply
Registered Client Associate
D.A. Davidson —Seattle, WA
- $30 - $36 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Registered Client Associate
D.A. Davidson —Everett, WA
- $55,000 - $65,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance

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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
12 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 services associate jobs in washington state

Operations Associate, Client Service

Client Services Associate, Business Development

Sales & Marketing Field Canvasser - Door to Door Sales- Customer Service

Client Services Manager (Temporary Position)

International Investment Counselor (US Based) - Canadian Clients

International Investment Counselor (US Based) - UK Clients

Client Representative

Store Manager (Sales, Customer Service)

Client Services Manager- Bilingual Preferred: Amharic/English

Store Manager (Sales, Customer Service)

Bilingual Sales Representative (Sales, Customer Service)

Store Manager (Sales, Customer Service)

Client Service Associate

Client Associate

Seasonal Sales & Customer Support Representative - Closing

Client Service Associate

Client Service Associate

Client Service Associate | Wealth Management

Registered Client Associate

Registered Client Associate

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