Jobs in the United States

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Added 1 min ago
Family Care-Registered Nurse
The Elevance Health Companies, Inc.
WI
Requires an Associate of Science in Nursing or Bachelors of Science in Nursing and minimum of 3 years of experience in working with individuals with chronic illnesses, co-morbidities,…
Added 1 min ago
CF
Behavioral Health Supervisor
CK Family Services
ARLINGTON, TX · Fort Worth, TX
- $55,000 to $65,000 USD / year
…and ensure clinicians understand the importance of customer service for client retention, family satisfaction, and community…
Added 3 mins ago
CO
Human Resources Generalist
City Of Atlanta
Atlanta, GA
- $58,542 USD / year
…provide comprehensive human resources support to two or more client departments within Public Safety. The position works collaboratively with HR management, departmental leadership, and the…
Added 3 mins ago
Associate Sales Counselor, Disney Vacation Club (Project Hire)
Disney Vacation Club Sales and Services, Inc.
Anaheim, CA
…take the next step toward a lifetime of Disney memories. As an Associate Counselor, you’ll connect with prospective Members, learn what matters most to them, and help them explore how…
Added 5 mins ago
J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX
JPMC page
San Antonio, TX
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors…
Added 5 mins ago
Associate Event Planner
The Vanguard Group, Inc.
Malvern, PA
Coordinates assigned vendor activities and deliverables, including service requirements, timelines, documentation, invoices, and payment status. Escalates performance, cost, or service…
Added 8 mins ago
Customer Service Representative
Qnity
Chesterfield, MO
Proven customer support experience or experience as a Client Service Representative.
Added 11 mins ago
QA
Lead Facilities Technician
Quality Agents
Gaithersburg, MD
- $40 to $49 USD / hour
…GMP manufacturing, laboratory and storage spaces running at client sites, around the clock where the site requires it. Technicians work to the client's SOPs, cGMP and Good Documentation…
Added 12 mins ago
Territory Sales Associate
Intuitive
Remote, United States
Strong customer service orientation with experience in client relationship management.
Added 12 mins ago
Territory Sales Associate
Intuitive
Remote, United States
Strong customer service orientation with experience in client relationship management.
Added 12 mins ago
Territory Sales Associate
Intuitive
Remote, United States
Strong customer service orientation with experience in client relationship management.
Added 12 mins ago
BR
Client Associate
Boutique Recruiting
Everett, WA
- $70,000 USD / year
Are you a client-focused financial services professional who takes pride in delivering exceptional service and building lasting relationships? We are seeking a dependable, personable, and…
Added 13 mins ago
SS
Regional Account Manager
Securitas Security Services
Menlo Park, CA
- $100,000 to $105,000 USD / year
…pride in offering security solutions that are tailored to each client’s unique needs. By combining cutting-edge technology with exceptional service, we continue to redefine what safety and…
Added 13 mins ago
Relationship Banker or Senior Relationship Banker Goose Creek
Truist Bank
Goose Creek, SC
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.…
Added 14 mins ago
Family Care-Registered Nurse
Elevance Health
Waukesha, WI · Arcadia, WI · Black River Falls, WI · Darlington, WI · Dodgeville, WI · Durand, WI · Elkhorn, WI · Kenosha, WI · La Crosse, WI · Milwaukee, WI · Mondovi, WI · Monroe, WI · Neillsville, WI · Platteville, WI · Port Washington, WI · Prairie Du Chien, WI · Racine, WI · Richland Center, WI · Sheboygan, WI · Sparta, WI · Viroqua, WI · West Bend, WI
Requires an Associate of Science in Nursing or Bachelors of Science in Nursing and minimum of 3 years of experience in working with individuals with chronic illnesses, co-morbidities,…
Added 15 mins ago
Assistant Operations Manager
Metropolitan Stevedore Company
Galveston, TX · Houston, TX
Remain accountable to local client representatives for performance/role expectations, continuity of the highest service objectives, and client awareness and acceptance of procedures.
Added 15 mins ago
VO
CSR - Client Service Representative
Vicar Operating, Inc. dba VCA
Tustin, CA
- $18 to $21 USD / hour
We are proud to be a specialty and emergency veterinary hospital dedicated to providing exceptional patient care and client service. Joining our team means becoming part of a collaborative…
Added 15 mins ago
EU
IT Security Associate
Experis USA
NY
- $55 USD / hour
Our client, a leading organization in financial services, is seeking a IT Security Associate to join their team. As a IT Security Associate, you will be part of the Security Operations…
Added 16 mins ago
TM
Billing Specialist
TOPPAN MERRILL LLC
Sartell, MN
- $20 to $25 USD / hour
…support the Fulfillment business by preparing accurate and timely client invoices, analyzing billing data, validating pricing, and collaborating with internal teams to ensure exceptional…
Added 18 mins ago
Lead Associate
WTW
Chicago, IL
Communicate with international network on service of global programs. Maintain primary ownership of communication flow between network, state-side brokerage team and the client.
Added 18 mins ago
Associate Director
WTW
New York, NY · NY
Associate Director within the Work & Rewards Line of Business at Willis Towers Watson US LLC in New York, NY.
Added 18 mins ago
Associate
WTW
New York, NY · NY
The Health & Benefits (‘H&B’) business provides strategy and design consulting, plan management service and support, broking and administration across the full spectrum of health, wellbeing…
Added 18 mins ago
Regional Account Manager, Toxicology - Southwestern US
Abbott Laboratories
Remote, United States
Added 20 mins ago
Lead Associate
WTW
Chicago, IL
Communicate with international network on service of global programs. Maintain primary ownership of communication flow between network, state-side brokerage team and the client.
Added 20 mins ago
Associate Director
WTW
NY
Associate Director within the Work & Rewards Line of Business at Willis Towers Watson US LLC in New York, NY.

Boutique Recruiting

Client Associate

Everett, WA, United States

$70,000 USD / year

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Job details

Pay: $70,000 USD / year
Apply by: Feb 4, 2027
Experience: 3–5+ years of financial services experience, ideally in a Client Associate, Client Service Associate, or similar support role
Posting language: English
Posted: Nov 6, 2026

Original job description

Position Title: Client Associate

Salary Range: $50,000-$70,000/ Year DOE + Bonus

About:

Are you a client-focused financial services professional who takes pride in delivering exceptional service and building lasting relationships? We are seeking a dependable, personable, and detail-oriented Client Associate to support a team of four Financial Advisors in its office. In this role, you will play an essential part in keeping daily operations running smoothly while providing high-quality support to approximately 100 clients. From facilitating client fund and securities transfers, processing checks and transactions, and entering buy/sell trade orders to handling client inquiries and supporting advisor communications, you'll be a trusted partner to both clients and advisors. This is an excellent opportunity for someone who enjoys the financial services industry, values teamwork, and wants to build a long-term career in a stable, supportive client service role rather than pursue a Financial Advisor track. The ideal candidate is a steady, service-minded professional who is personable, collaborative, comfortable working independently, and genuinely enjoys supporting clients and advisors in a long-term capacity!

Responsibilities:

Support a team of four Financial Advisors by managing daily client service needs and administrative operations
Facilitate transfers of client funds and securities, process check requests, and handle cashiering activities
Enter and process financial transactions, including stock and bond trades, options, margin trades, mutual funds, and stop orders
Provide professional telephone support, respond to client inquiries, and deliver an exceptional client experience
Process annuity and insurance payments while ensuring accuracy and timely completion of account transactions
Assist with client communications, periodic mailings, and maintaining strong relationships between clients and advisors
Keep advisors informed of important client account activity and transaction updates while helping ensure smooth daily operations

Requirements:

3–5+ years of financial services experience, ideally in a Client Associate, Client Service Associate, or similar support role
Active Series 7 and Series 65 licenses highly preferred, with consideration for exceptional candidates who have relevant industry experience and are willing to obtain licensing
Strong customer service and communication skills with the ability to build rapport and confidently interact with clients over the phone
Intermediate Microsoft Excel skills and strong attention to detail
Ability to work independently, follow established processes, and collaborate effectively within a team environment
A dependable, long-term mindset with a genuine interest in remaining in a client support and service-focused position
Ability to successfully pass required FINRA background screening and credit checks, with no disqualifying licensing issues

Benefits:

Comprehensive medical, dental, vision, and 401(k) benefits
Annual firm performance bonus
Licensing bonus for obtaining required registrations within the designated timeframe, along with an increase in salary band and title
Generous paid time off, including up to 20 days annually based on tenure, plus 83 hours of sick time
10 paid company holidays and a supportive, stable work environment that prioritizes work-life balance

Interested in joining a respected financial services firm where you can make a meaningful impact and build a lasting career? Apply today!

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More about this job

Skills

Securities
Handle financial transactions
Customer service
Communication skills
Communicate with customers
Microsoft Excel
Attention to detail
Work independently

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