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 36+ Client Associate jobs
Innspace is an international hospitality general contractor with over 25 years of experience, offering in-house design and procurement capabilities. We collaborate with brokers and developers, providing upfront preconstruction and property due diligence to assess PIP renovation costs and establish deal feasibility and ROI. Our mission is to provide cost and schedule assurance, ensuring seamless project execution for our clients.
What We Offer
- Competitive salary
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan with 3% company contribution
- Responsible paid time off
- 13 paid holidays
- Opportunities for professional growth and development
- A collaborative and supportive work environment
- Employee Profit Share Program (non-traditional)
Position Summary
Innspace is looking for a Senior Associate, Client Engagement in Seattle or New York area to work closely with the Client Engagement team to manage owner groups and management company relations, present our services, identify opportunities, and hand over qualified opportunities to our account management team. This role reports to the Senior Director of Client Engagement. The goal is to help the team to drive sustainable financial growth and build strong relationships with our clients.
Accountabilities:
Business/Financial
- Executing business development strategy in line with regional and local principal
- Collaborating across disciplines to drive team performance for handovers
- Supporting 80/20 conversion analysis locally to support business planning. 80% of our deal handovers being for full methodology of design, procurement and construction.
Client/Stakeholder
- Supporting lead source analysis
- Collaborating with Regional Marketing & Communications team to ensure brand alignment with client approach
- Supporting the development of fresh and innovative approaches to identify and attract target clients.
- Supporting the development of a local research strategy around research, identify and win clients with Client Relations and Regional Principals.
- Mapping and following key local client relationships (new, existing and previous contacts and firms)
- Collaborate with Global Business Development team to identify and drive cross regional opportunities with target clients.
People/Team
- Collaborating across disciplines regions and within studios
- Contributing to the creation of a high preforming team
Job Specific – Operational Excellence, Risk etc.
- Attending and driving lead management as scoped by the Director.
- Identifying and reporting risk to Client Engagement Director and Managing Director, where relevant, whilst operating in compliance with ethical practices
- Driving information into CRM system (Hubspot)
- Executing the Business Development methodology, standards/practices, processes and technology solutions within the Studio to enhance the capability and effectiveness of the organization
KPIs:
Business/Financial
- Handovers in line with local targets
- Target opportunities that fit within our 80/20 methodology
Client/Stakeholder
- Demonstrates creativity to achieve results
- Business development initiatives reflect a high alignment to our brand
- Business development local strategy deployed reflect high potential opportunities with target clients
- Demonstrated success at supporting and driving cross regional client opportunities
People/Team
- Effectiveness and quality of relationship across teams
- Extent and qualify of collaboration in developing solutions affecting other teams/disciplines
- Open and effective communication across disciplines/teams
Job Specific- Operational Excellence, Risk etc.
- Input of accurate timely information into CRM system
- Actively contributes to Corporate Social Responsibility initiatives
- Actions taken to identify and resolve risks and issues
- Consistency of standards, technology solutions and process across local studio to achieve global brand capability, drive best practices and achieve efficiencies
Knowledge/Skills/Experience:
Critical Knowledge (Role & Industry)
- Market and industry knowledge
- Knowledge of hospitality owner groups/management companies
Skills (including Leadership – People/Business/Change)
- Resilience
- Building Relationships
- Communicating with impact
- Client orientation
- Takes initiative
- Driving for results
Experience
- Client facing experience
- Utilizing cold calling techniques to build relationships with potential leads
- Persuading target clients to consider potential opportunities
- Identifying real opportunities and point of handover
Technology
- Smartsheet
- Hubspot
- MS Office
This position is full time, Monday through Friday, 8:00am - 5:00pm. Candidates must have a valid authorization to work in the U.S. for any employer
Innspace is an international hospitality general contractor with over 25 years of experience, offering in-house design and procurement capabilities. We collaborate with brokers and developers, providing upfront preconstruction and property due diligence to assess PIP renovation costs and establish deal feasibility and ROI. Our mission is to provide cost and schedule assurance, ensuring seamless project execution for our clients.
What We Offer
- Competitive salary
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan with 3% company contribution
- Responsible paid time off
- 13 paid holidays
- Opportunities for professional growth and development
- A collaborative and supportive work environment
- Employee Profit Share Program (non-traditional)
Position Summary
Innspace is looking for a Senior Associate, Client Engagement in Seattle or New York area to work closely with the Client Engagement team to manage owner groups and management company relations, present our services, identify opportunities, and hand over qualified opportunities to our account management team. This role reports to the Senior Director of Client Engagement. The goal is to help the team to drive sustainable financial growth and build strong relationships with our clients.
Accountabilities:
Business/Financial
- Executing business development strategy in line with regional and local principal
- Collaborating across disciplines to drive team performance for handovers
- Supporting 80/20 conversion analysis locally to support business planning. 80% of our deal handovers being for full methodology of design, procurement and construction.
Client/Stakeholder
- Supporting lead source analysis
- Collaborating with Regional Marketing & Communications team to ensure brand alignment with client approach
- Supporting the development of fresh and innovative approaches to identify and attract target clients.
- Supporting the development of a local research strategy around research, identify and win clients with Client Relations and Regional Principals.
- Mapping and following key local client relationships (new, existing and previous contacts and firms)
- Collaborate with Global Business Development team to identify and drive cross regional opportunities with target clients.
People/Team
- Collaborating across disciplines regions and within studios
- Contributing to the creation of a high preforming team
Job Specific – Operational Excellence, Risk etc.
- Attending and driving lead management as scoped by the Director.
- Identifying and reporting risk to Client Engagement Director and Managing Director, where relevant, whilst operating in compliance with ethical practices
- Driving information into CRM system (Hubspot)
- Executing the Business Development methodology, standards/practices, processes and technology solutions within the Studio to enhance the capability and effectiveness of the organization
KPIs:
Business/Financial
- Handovers in line with local targets
- Target opportunities that fit within our 80/20 methodology
Client/Stakeholder
- Demonstrates creativity to achieve results
- Business development initiatives reflect a high alignment to our brand
- Business development local strategy deployed reflect high potential opportunities with target clients
- Demonstrated success at supporting and driving cross regional client opportunities
People/Team
- Effectiveness and quality of relationship across teams
- Extent and qualify of collaboration in developing solutions affecting other teams/disciplines
- Open and effective communication across disciplines/teams
Job Specific- Operational Excellence, Risk etc.
- Input of accurate timely information into CRM system
- Actively contributes to Corporate Social Responsibility initiatives
- Actions taken to identify and resolve risks and issues
- Consistency of standards, technology solutions and process across local studio to achieve global brand capability, drive best practices and achieve efficiencies
Knowledge/Skills/Experience:
Critical Knowledge (Role & Industry)
- Market and industry knowledge
- Knowledge of hospitality owner groups/management companies
Skills (including Leadership – People/Business/Change)
- Resilience
- Building Relationships
- Communicating with impact
- Client orientation
- Takes initiative
- Driving for results
Experience
- Client facing experience
- Utilizing cold calling techniques to build relationships with potential leads
- Persuading target clients to consider potential opportunities
- Identifying real opportunities and point of handover
Technology
- Smartsheet
- Hubspot
- MS Office
This position is full time, Monday through Friday, 8:00am - 5:00pm. Candidates must have a valid authorization to work in the U.S. for any employer
See All 36 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
- Fintech
- Investment & Asset Management
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 Morgan Stanley, SPS Global, and Bank of America, per current listings on Migrate Mate as of November 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, Bellevue, and Redmond 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 78% of client associate openings tied to Washington are remote or hybrid as of November 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 36 Client Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Client Associate Jobs