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 KeyBank, JPMorganChase, and RH. Find a role that fits below and apply directly.
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Showing 5 of 34+ Client Associate jobs
About this role:
Wells Fargo is seeking a Senior 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 service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate FA and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s)
Execute functions for the FA(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
Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Viewed by peers as a subject matter expert, and sought by others for advice or guidance
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates
Required Qualifications:
2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Brokerage client support experience or financial services industry 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:
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.
Job Location:
999 3rd Ave
SEATTLE, WA 98104
United States of America
301 W Northern Lights Blvd
ANCHORAGE, AK 99503
United States of America
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:
23 Sep 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 Senior 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 service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate FA and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s)
Execute functions for the FA(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
Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Viewed by peers as a subject matter expert, and sought by others for advice or guidance
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates
Required Qualifications:
2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Brokerage client support experience or financial services industry 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:
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.
Job Location:
999 3rd Ave
SEATTLE, WA 98104
United States of America
301 W Northern Lights Blvd
ANCHORAGE, AK 99503
United States of America
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:
23 Sep 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 34 Client Associate Jobs in Seattle
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Find Client Associate JobsClient Associate Job Market in Seattle
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
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 KeyBank, JPMorganChase, and RH and others right now, based on current listings on Migrate Mate as of September 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 67% of client associate openings tied to Seattle are remote or hybrid as of September 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 Investment & Asset Management, Fintech, and Banking & Financial Services, based on current listings on Migrate Mate as of September 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 34 Client Associate Jobs in Seattle
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