Client Associate Jobs in Seattle, WA
Client Associate jobs in Seattle are concentrated in wealth management, financial services, and technology, with the heaviest hiring activity in the Financial District, South Lake Union, and Bellevue's office corridor. Employers bringing on client associates right now include UBS, Invesco, and InnSpace. Find a role that fits below and apply directly.
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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 Seattle
Find roles in Seattle that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Job Market in Seattle
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
Client Associate Jobs in Seattle: Frequently Asked Questions
How do I get a client associate job in Seattle?
Focus your search on Seattle's wealth management firms, regional banks, and the brokerage offices clustered in the Financial District and Bellevue. Candidates with Series 7 or Series 66 licensing, even if freshly obtained, stand out in a market where many openings require them from day one. Familiarity with portfolio management platforms and a background in client-facing financial services roles gives you a clear edge over generalist applicants.
Which companies hire client associates in Seattle?
Seattle client associate roles are posted by UBS, Invesco, and InnSpace and others right now, based on current listings on Migrate Mate as of November 2026. Seattle's mix of national wirehouses with local branches, Pacific Northwest-rooted wealth management boutiques, and publicly traded tech-sector benefits administrators creates a consistently broad range of employer types posting these roles.
Are there remote client associate jobs in Seattle?
Yes, though availability depends heavily on the role: client associate positions that are primarily administrative or analytical tend to offer remote or hybrid options, while roles requiring in-person client meetings or branch presence rarely do. About 75% of client associate openings tied to Seattle are remote or hybrid as of November 2026, skewing toward back-office and operational support roles. The most remote-friendly work in Seattle typically involves account servicing, onboarding documentation, and digital client communication.
How can I get a client associate job in Seattle with little or no experience?
The most realistic entry path in Seattle is targeting operations or client service coordinator roles at regional broker-dealers and community banks before stepping into a dedicated client associate title. Seattle-area credit unions and mid-size registered investment advisors regularly hire entry-level candidates willing to pursue licensing on the job. A finance or economics degree from the University of Washington or Seattle University, combined with any internship involving client contact, meaningfully strengthens an entry-level application in this market.
Which industries hire the most client associates in Seattle?
The sectors hiring the most client associates in Seattle are Fintech, Banking & Financial Services, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. Seattle's status as a hub for both established financial institutions and well-capitalized technology companies with large equity compensation programs drives sustained demand for client associates who can support both traditional brokerage relationships and equity plan administration.
Related Jobs in Washington
See All 36 Client Associate Jobs in Seattle
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