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Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

HOUR

Client Services Associate

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Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

YEAR

Focus Partners Wealth

Client Service Associate

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Oppenheimer Holdings Inc

Client Service Associate (Seattle or Bellevue)

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

Our nationally recognized team has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.

Perkins Coie

Private Client Services Associate Attorney - Midlevel

IRecruitee

Ashurst Perkins Coie

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

This role partners with the firm's investment and wealth management professionals to deliver a high-touch client experience; independently manages complex client-service and account-administration work; and collaborates closely with Wealth Advisors, Associate Wealth Advisors, and the Client Service Manager. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

Senior Client Service Associate

HiringThing

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Client Service Associate - Bilingual English/Mandarin

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” Apply today.

AO Garcia Agency

Insurance Client Services Associate

The Client Services Lead  provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas:  processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.

SPS North America

Lead Client Services Associate

GreenHouseAPI

FULL_TIME

This role is client-facing and involves direct engagement with Family Office and Multi-Family Office clients, including attending select client meetings, practicing sound judgment, discretion, and independent decision-making while being privy to highly confidential household and financial information. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

Brighton Jones

Family Office - Client Service Associate

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Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. This position is part of our Client Accounting & Advisory Services group, which provides outsourced accounting services for small and medium companies and family offices, with focus on small and medium closely held businesses primarily throughout the Pacific Northwest.

Ascend Partner Firms

Client Accounting & Advisory Services Associate

Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track.

Matter Family Office

Associate - Client Service

Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills.

All Things HR, LLC

Registered Client Associate

The potential base pay hiring range for this role is $30.00 to $36.00 per hour ($62,400 to $74,880 equivalent salary), plus incentive compensation opportunities with the potential to generate a total annualized compensation range between $82,000 to $109,000, for the highly qualified candidate. Primary Qualifications: Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.

D.A. Davidson

All Things HR

The good-faith expected salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client Associate role is $44,000 - $66,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Client Service Associate Jobs in Auburn, WA

Client Services Associate SPS

Client Service Associate Focus Partners Wealth

Client Service Associate (Seattle or Bellevue) Oppenheimer Holdings Inc

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Private Client Services Associate Attorney - Midlevel Perkins Coie

Private Client Services Associate Attorney - Midlevel Ashurst Perkins Coie

Client Service Associate Morgan Stanley

Senior Client Service Associate Beacon Pointe Advisors LLC

Client Service Associate - Bilingual English/Mandarin Morgan Stanley

Insurance Client Services Associate AO Garcia Agency

Lead Client Services Associate SPS North America

Lead Client Services Associate SPS

Family Office - Client Service Associate Brighton Jones

Client Accounting & Advisory Services Associate Ascend Partner Firms

Associate - Client Service Matter Family Office

Registered Client Associate All Things HR, LLC

Registered Client Associate D.A. Davidson

Registered Client Associate All Things HR

Registered Client Associate Royal Bank of Canada

Registered Client Associate All Things HR LLC

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