856 Results for

Client Service Associate Jobs in Kirkland, WA

Jobs

New!

Seattle, WA1 day ago

The Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. Responsibilities of the Associate Client Advisor:

Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.

New!

Bellevue, WA3 days ago

$125,000–$175,000 Per Year

New!

Seattle, WA3 days ago

Remote

$105,000–$200,000 Per Year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Seattle, WA3 days ago

$225,000–$260,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a full-service law firm serving a broad range of clients, from emerging businesses to established organizations with complex legal needs.

New!

Kirkland, WA3 days ago

$100,000–$175,000 Per Year

New!

Seattle, WA1 day ago

$190,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. *Work with a premier investment management team representing over 40 public pension funds, including several of the largest in the U.S. *Gain hands‑on experience with complex, high‑value investment transactions across asset classes.

New!

Seattle, WA1 day ago

$95,000–$125,000 Per Year

b>Join a highly respected litigation team with a longstanding reputation for excellence, where you’ll gain hands-on courtroom experience early and work alongside seasoned attorneys on complex, high-impact insurance defense matters.. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Seattle, WA3 days ago

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

TACOMA, Washington1 day ago

$19.70–$23.17 Per Hour
Full-time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

Seattle, WA11 days ago

Join us at Lightheart Mental Health , a member of Transformations Care Network (TCN), as we embark on an exciting journey to empower Associate Mental Health Therapists like you to make a difference in the field of behavioral health. Develop comprehensive crisis plans, safety plans, relapse prevention plans, and wellness plans, supporting the maintenance of stable functioning and empowering clients in their mental health journey.

Renton, WA11 days ago

Seattle, WA11 days ago

Seattle, WA30+ days ago

Full-time
Employee

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Seattle, WA30+ days ago

Full-time
Employee

Job SummaryThe Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.

Seattle, WA30+ days ago

Full-time
Employee

Our nationally recognized team of almost 40 attorneys 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 three to five years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.

Bainbridge Island, WA25 days ago

Full-time
Employee

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.

Bellevue, WA30+ days ago

$55,000–$103,000 Per Year
Full-time
Employee

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor).

Seattle, WA22 days ago

Full-time
Employee

General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.

Seattle, WA30+ days ago

Full-time
Employee

Perkins Coie is searching for a Client Services Specialist who will primarily provide administrative and workflow support for client specific projects submitted by the client matter team. Effectively use firm operational tools including: Outlook, WebEx, iManage, PC Engage and ServiceNow (workflow tool) -- according to established protocols.

Tacoma, WA30+ days ago

Full-time
Employee

The incumbent provides telephone-based customer service; documents communications with clients; handles specimen transportation; performs accessioning of specimens into the data management system; provides prices, places lab orders, corrects various report and billing errors; maintains courier vehicles and dispatches couriers to clients. Home to the MultiCare Regional Cancer Center, a Family Birth Center and specialized neonatal care in partnership with Mary Bridge Children's, our collaborative, mission-driven teams offer a rewarding environment for career growth and professional excellence.

Seattle, WA30+ days ago

Full-time
Employee

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

Seattle, WA30+ days ago

$62,800–$103,400 Per Year
Full-time
Employee

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.

Seattle, WA30+ days ago

Full-time
Employee

Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.

Seattle, WA30+ days ago

Full-time
Employee

Qualifications: A minimum of two years of experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues. Responsibilities: Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies .

Queen Anne, WA30+ days ago

$20.75–$24.37 Per Hour
Full-time
Employee

Adoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.

Seattle, WA30+ days ago

$30–$33.65 Per Hour

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

Seattle, WA30+ days ago

$60,000–$70,000 Per Year

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.

Bellevue, WA30+ days ago

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Seattle, WA30+ days ago

Job DescriptionWedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

Seattle, WA30+ days ago

$32.21–$44.27 Per Hour

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. • Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Seattle, WA30+ days ago

$30–$33.65 Per Hour

p>Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview.

Kirkland, WA30+ days ago

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).

Seattle, WA30+ days ago

$144,000–$184,000 Per Year
Full-time
Employee

Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

Seattle, WA30+ days ago

$60,000–$70,000 Per Year

Bellevue, WA30+ days ago

Full-time
Employee

All Ways Caring HomeCare services include personal care and homemaking programs, professional nursing, older adult care management, Alzheimer's/dementia care, respite care, and other programs. Whether recovering from illness, injury, or surgery, living with a chronic disability, or dealing with the natural process of aging, services are tailored to meet the individual needs of people of all ages, physical conditions, and cognitive abilities.

Seattle, WA30+ days ago

$158,000–$199,000 Per Year
Full-time
Employee

The Client Director, Team Lead role is responsible for setting, directing, and executing the strategy for global clients or major regional accounts that are of substantial strategic and revenue generating importance. Attract and retain top talent within sales team by following Gartner's validated recruitment methodology, with a strong focus on building a pipeline of candidates for potential open opportunities.

Seattle, WA30+ days ago

Full-time
Employee

Perkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts, advisory and other personal trusts as allocated by the Chief Trust Officer. Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust, tax and administrative matters.

Seattle, WA30+ days ago

Full-time
Employee

Manage engagement maintenance and billing coordination,including preparing client bills in accordance with billing schedule, reconcilingengagement and investment reports and coordinating with engagement team andEMCs to adjust ERPs as necessary and close out engagements upon completion ofwork . Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.

Seattle, WA30+ days ago

Full-time
Employee

Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.

Tulalip, WA29 days ago

$16.66–$21.75 Per Hour
Full-time
Employee

Our Competencies for All EmployeesCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People ManagersStrategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.

Tulalip, WA29 days ago

$16.66–$21.75 Per Hour
Full-time
Employee

Seattle, Washington14 days ago

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

For California Applicants: Information on your California privacy rights can be foundhere.

Seattle, WA30+ days ago

Full-time
Employee

Lead Data Center Power Transactions: Take the first chair in drafting and negotiating bespoke power purchase agreements, energy service agreements, and complex interconnection arrangements on behalf of developers, utilities and corporate buyers (including some of the world's largest technology companies and data center developers). Market Design & RTO/ISOs: provide strategic advice on complex electric market design issues within RTOs/ISOs (with a particular emphasis on PJM, MISO, SPP, ERCOT and CAISO), including capacity market mechanisms, large load and generator interconnection policies, and market participation.

Seattle, WA30+ days ago

Full-time
Employee

Market Design & RTO/ISOs: advise on complex electric market design issues within RTOs/ISOs (with a particular emphasis on PJM, MISO, SPP, ERCOT and CAISO), including capacity market mechanisms, large load and generator interconnection policies, and market participation. Power Transactions: negotiate sophisticated power purchase agreements and custom energy service agreements on behalf of developers, utilities and corporate buyers (including some of the world's largest technology companies and data center developers).

Kirkland, WA21 days ago

Full-time
Employee

Under the supervision of the designated Clinical Supervisor, the Associate Therapist, facilitates individual and group sessions with clients, as well as performs various clinical core functions. Attend Clinical New Hire Orientation, as well as various trainings, including clinical topics, Newport protocol-specific, and therapeutic modalities, as assigned by supervisor.

Seattle, WA30+ days ago

Full-time
Employee

Developing a general understating of reporting requirements of different entity structures and the compliance processIncreasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

Seattle, WA30+ days ago

Full-time
Employee

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Lynnwood, WA30+ days ago

$54,000–$65,000 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

New!

Seattle, WAToday

In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

Seattle, WA23 days ago

Full-time
Employee

Demonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.* Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.* The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations.

Stand out to leading employers.

Upload your resume and let employers find you for new Client Service Associate job openings. Plus, receive relevant job matches delivered straight to your inbox.

Create A Free Account

Client Service Associate Jobs in Kirkland, WA

Associate Client Advisor Atrium

Litigation Associate (2+ Yrs Exp) Jobot

Associate Attorney - Civil Defense Jobot

Post Clerkship Litigation Associate (1-3 Yrs Exp) Jobot

Associate Attorney (Real Property/Creditor Rights) Jobot

Associate--Investment Management Jobot

Associate Attorney--Civil Litigation--$100k-$125k--HYBRID Jobot

Architectural Project Associate Jobot

Retail Customer Service Associate FedEx

Associate Mental Health Therapist - Fremont LightHeart Mental Health, LightHeart Mental Health

Associate Mental Health Therapist - Renton LightHeart Mental Health, LightHeart Mental Health

Associate Mental Health Therapist - Northgate LightHeart Mental Health, LightHeart Mental Health

Registered Client Service Associate Apex Systems, Inc.

KPB Client Service Associate KeyBank

Private Client Services Associate Attorney - Midlevel Perkins Coie LLP

Registered Client Associate RBC

Client Relationship Associate - Wealth Advisory - Bellevue, WA CliftonLarsonAllen LLP

Client Service Specialist - R26_2136 Ameriprise Financial

Client Services Specialist Perkins Coie LLP

Client Service Representative Lab Courier MultiCare Health System

Managed IT Services Associate RSM US LLP

Financial Consulting Senior Associate - Payroll Services RSM US LLP

Senior Associate, Business Tax Services KPMG LLP

Senior Associate, State & Local Tax - Financial Services KPMG LLP

Retail Customer Service Associate FedEx Office and Print Services Inc

Registered Client Service Associate Wedbush Securities

Registered Client Service Associate (Seattle or Bellevue) Oppenheimer & Co. Inc.

Registered Client Service Associate Stifel Financial Corp

Registered Client Service Associate Wedbush Morgan Securities

Registered Client Service Associate Ameriprise Financial Inc

Registered Client Service Associate WEDBUSH, Inc.

Registered Client Service Associate Morgan Stanley

Client Executive, GTS Gartner, Inc.

Registered Client Service Associate (Seattle, WA) Oppenheimer Holdings Inc

Client Care Manager All Ways Caring Homecare

Client Director Team Lead, GTS Gartner, Inc.

Client Relationship Officer Perkins Coie LLP

Client Engagement & Billing Technician KPMG LLP

Investment Associate - FINRA Registered KeyBank

Sales Support Associate II Tapestry

Sales Support Associate III Tapestry

Client Service Associate Focus Financial Partners

Environment, Energy & Resources - Associate Attorney - Senior Perkins Coie LLP

Environment, Energy & Resources - Associate Attorney - Midlevel Perkins Coie LLP

Associate Therapist Newport Healthcare

Federal Tax Associate (Fall 2026/Winter 2027) RSM US LLP

Data Analytics Associate Baker Tilly US, LLP

Client Service Associate Edelman Financial Engines LLC

Client Services Associate SPS-North America

Global Treasury & Payments Advisor/Associate First Citizens Bank

Similar Job Searches