Client Associate Jobs in Washington
Client Associate jobs in Washington are open across Seattle, Bellevue, and Kirkland and other Washington metros, with employers like Bank of America, Ascend Partners Services, and U.S. Bank hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 28+ Client Associate jobs
Job Description
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job Responsibilities
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments.
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings.
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm.
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings.
Required Qualifications, Capabilities, And Skills
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
- Proactively identify and deliver appropriate solutions that address the needs of our clients.
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
Preferred Qualifications, Capabilities, And Skills
- Able to adapt and stay abreast of changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint, and Excel.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job Responsibilities
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments.
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings.
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm.
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings.
Required Qualifications, Capabilities, And Skills
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
- Proactively identify and deliver appropriate solutions that address the needs of our clients.
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
Preferred Qualifications, Capabilities, And Skills
- Able to adapt and stay abreast of changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint, and Excel.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See All 28 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
- Bank of America4
- Ascend Partners Services3
- U.S. Bank3
- Edelman Financial Engines2
- Gallagher2
Top Industries Hiring
- Banking & Financial Services6
- Technology & Software5
- Accounting & Auditing3
- Investment & Asset Management3
- Insurance2
What Washington Employers Look For
The qualifications that appear most often in client associate jobs across Washington.
- Bachelor's degree in finance, business, or a related field
- Strong CRM and financial platform proficiency, including Salesforce or Salesforce Financial Services Cloud
- Series 7 and Series 66 licenses, or willingness to obtain within a set timeframe
- One to three years of client-facing experience in financial services or banking
- Demonstrated ability to manage high client contact volume with accuracy and professionalism
- Familiarity with brokerage operations, account documentation, and transfer of assets processes
Client Associate Jobs in Washington: Frequently Asked Questions
How many client associate jobs are there in Washington?
There are 28+ client associate openings in Washington on Migrate Mate as of June 2026, with the most roles in Seattle, Bellevue, and Kirkland. New positions post regularly as employers across Washington hire.
How much do client associates make in Washington?
Client associates in Washington earn a median of about $73,120 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $52,870 for the lowest 10% to over $97,380 for the top 10%. Pay rises with experience, specialty, and employer.
Which Washington cities have the most client associate jobs?
Seattle, Bellevue, and Kirkland have the most client associate openings in Washington right now, with additional roles spread across smaller metros statewide.
Which companies hire client associates in Washington?
Employers hiring client associates in Washington include Bank of America, Ascend Partners Services, and U.S. Bank, based on current listings on Migrate Mate as of June 2026.
Are there remote client associate jobs in Washington?
Yes. About 14% of client associate openings tied to Washington are remote or hybrid as of June 2026. The rest are on-site roles based in Washington metros.
How do I apply for client associate jobs in Washington?
You can apply to client associate jobs in Washington directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Washington location, then apply to each one that fits.
See All 28 Client Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Client Associate Jobs