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Associate Client Advisor Jobs (NOW HIRING)

Atrium

Associate Client Advisor - 399692

Seattle, WA · On-site

They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client ...

Bessemer Trust

Associate Client Advisor

Los Angeles, CA · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Bessemer Trust Inc.

Associate Client Advisor

Miami, FL · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Bessemer Trust

Associate Client Advisor

Naples, FL · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Bessemer Trust

Associate Client Advisor

Miami, FL · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Bessemer Trust

Associate Client Advisor

Seattle, WA · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Acrisure

Associate Client Advisor

Stevens Point, WI

$63K - $85K/yr

Associate Client Advisor Department: Growth Location: West Division About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions ...

Acrisure LLC

Associate Client Advisor

San Jose, CA · On-site

$63K - $85K/yr

Associate Client Advisor Department: Growth Location: West Division About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions ...

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Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate client advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What cities are hiring for Associate Client Advisor jobs? Cities with the most Associate Client Advisor job openings:
What are the most commonly searched types of Client Advisor jobs? The most popular types of Client Advisor jobs are:
Who are the top companies hiring for Associate Client Advisor jobs? The top employers for Associate Client Advisor jobs are:
What states have the most Associate Client Advisor jobs? States with the most job openings for Associate Client Advisor jobs include:
Associate Client Advisor jobs near you
Associate Client Advisor - 399692

Associate Client Advisor - 399692

Atrium

Seattle, WA • On-site

Other

Posted 4 days ago

Key responsibilities

  • Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.

  • Prepare client meeting materials, presentations, and reports using MS Office and Google Suite.

  • Assist with account openings, maintenance, and documentation, ensuring accuracy and compliance with firm policies and regulatory requirements.

Atrium Health rating

7.6

Company rating: 7.6 out of 10

Based on 615 frontline employees who took The Breakroom Quiz

188th of 877 rated healthcare providers

Job description

Client Overview
Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term relationships, discretion, and exceptional client service. They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success.
Salary/Hourly Rate
$105k + Bonus + Profit sharing
Position Overview
The Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. You will work closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs. This role is ideal for a client-facing financial services professional with 2 - 3 years of experience who enjoys working in a small-office setting and is ready to take on meaningful responsibility.
Responsibilities Of The Associate Client Advisor
  • Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
  • Prepare client meeting materials, presentations, and reports using MS Office and Google Suite.
  • Assist with account openings, maintenance, and documentation, ensuring accuracy and compliance with firm policies and regulatory requirements.
  • Coordinate internally with Investment, Planning, and Operations teams to deliver a seamless client experience.
  • Participate in client meetings, taking notes, tracking follow-up items, and ensuring timely completion of action items.
  • Help monitor client portfolios and financial plans, escalating issues and opportunities to the Senior Client Advisor.
Required Experience/Skills For The Associate Client Advisor
  • Strong client service orientation with the ability to build trust and rapport.
  • Excellent verbal and written communication skills; professional and presentable demeanor.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Google Suite.
  • Comfortable working in a small-office environment (currently three people) and collaborating closely with senior professionals.
  • Outgoing, polished, and confident in client-facing settings.
Education Requirements
  • Bachelor's degree is required.
Benefits
  • Competitive benefits package offered.

What Atrium Health employees say

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About Atrium Health

Sourced by ZipRecruiter

Atrium Health is one of the nation's leading healthcare organizations, connecting patients with on-demand care, world-class specialists and the region's largest primary care network. A recognized leader in healthcare delivery, quality and innovation, our foundation rests on providing clinically excellent and compassionate care. We've been serving our community since 1940, when we opened our doors as Charlotte Memorial Hospital. Since then, our network has grown to include more than 40 hospitals and 900 care locations ranging from doctors' offices to behavioral health centers to nursing homes. Our focus: Delivering the highest quality patient care, supporting medical research and education, and joining with partners outside our walls to keep our community healthy.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1940

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