Client Associate Jobs in Washington
Client Associate jobs in Washington are among the most active in the country, concentrated in wealth management, financial services, and brokerage operations across a state anchored by a dense cluster of major financial institutions and technology-adjacent firms. Most hiring centers on Seattle, Bellevue, and Spokane, where longstanding employers like Merrill Lynch, Edward Jones, and Fidelity Investments maintain significant staffing footprints. The most in-demand specialties are portfolio servicing, high-net-worth client support, and retirement account administration. See the openings below and apply to the ones that match your experience.
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Showing 5 of 19+ Client Associate jobs
About this role:
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
- Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
- Establish and service client accounts, prepare forms, research account inquiries and/or issues
- May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
- When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Required Qualifications:
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
- Brokerage client support experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Job Expectations:
- US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
Posting Location: 3400 188th Street SW, Suite 500, Lynnwood, WA 98037
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
28 Aug 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
About this role:
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
- Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
- Establish and service client accounts, prepare forms, research account inquiries and/or issues
- May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
- When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Required Qualifications:
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
- Brokerage client support experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Job Expectations:
- US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
Posting Location: 3400 188th Street SW, Suite 500, Lynnwood, WA 98037
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
28 Aug 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
See All 19 Client Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Client Associate Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Washington Employers Look For
The qualifications that appear most often in client associate jobs across Washington.
- FINRA Series 7 and Series 66 licenses preferred or required for most Washington brokerage roles
- Bachelor's degree in finance, business, economics, or a related field
- One to three years of experience in a client-facing financial services role
- Proficiency in CRM platforms such as Salesforce or Redtail Technology
- Strong written and verbal communication skills for managing high-net-worth client relationships
- Ability to work collaboratively with financial advisors and operations teams in a team-based environment
Client Associate Jobs in Washington: Frequently Asked Questions
How do you become a client associate in Washington?
Most client associate roles in Washington require a bachelor's degree in finance, business, or economics and are obtained through the FINRA licensing pathway, with the Series 7 and Series 66 being the most commonly required credentials for brokerage and advisory support work. Washington does not have a separate state-level securities registration beyond FINRA requirements, which are administered federally. Many employers sponsor candidates for these exams after hiring.
Which companies hire client associates in Washington?
Companies currently hiring client associates in Washington include FusionTek, JPMorganChase, and KeyBank, per current listings on Migrate Mate as of August 2026. Washington's concentration of wealth management firms and large financial institutions in the Seattle and Bellevue metro areas makes it one of the more consistent hiring markets for this role in the Pacific Northwest.
Which Washington cities have the most client associate jobs?
Seattle, Spokane, and Kirkland have the most client associate openings in Washington. Seattle and Bellevue dominate because of their dense concentration of registered investment advisors, national brokerage branches, and corporate wealth management offices, while Spokane draws regional financial services demand from a broad inland catchment area that includes clients in eastern Washington and northern Idaho.
Are there remote client associate jobs in Washington?
Yes, but they're less common than in purely analytical roles, since client associate work often involves coordinating directly with advisors and clients who prefer local, relationship-based support. About 71% of client associate openings tied to Washington are remote or hybrid as of August 2026, with remote arrangements most frequently available for back-office account servicing and paperwork-processing functions rather than front-facing advisory support.
How can I get hired as a client associate in Washington with little or no experience?
The most realistic entry path is through a bank or credit union branch role, such as a personal banker or teller position at institutions like Washington Federal or Banner Bank, which builds the compliance knowledge and client service skills that brokerage firms look for. Large firms including Fidelity Investments and Edward Jones run structured development programs in the Seattle area for candidates without direct brokerage experience, often sponsoring them for Series 7 and Series 66 licensing. Completing a FINRA-recognized study course before applying strengthens a candidate's candidacy considerably.
Where can I find and apply to client associate jobs in Washington?
You can find and apply to client associate jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Search the listings for roles that fit your experience level, location preference, and specialty area, then apply directly to the ones that match.
See All 19 Client Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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