ZipRecruiter

Log In

1

Client Account Associate Jobs in Kentucky (NOW HIRING)

Raymond James Financial, Inc.

$55 - $85/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Onboards new clients, opens new client accounts and researches client and security information ...

Infosys Limited

$100 - $187/hr

The individual will lead all client interactions within the assigned account scope and, in ... Usually, an Associate Manager, Client Services handles a single account or part of a large account ...

Insurance Office of America

$75 - $85/hr

Account Manager Associate - Commercial Lines Remote: for California residents, Los Angeles County ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...

New

Rockefeller Capital Management

$65 - $90/hr

The Senior Client Associate will work withour Private Advisorteam membersand will interact directly ... Account opening and maintenance * Transferring assets and money movement * Completing investment ...

New

PIMCO Europe Ltd.

$90 - $100/hr

... Associate Group plays a dynamic role in supporting PIMCO's Latin America institutional and retail clients. As an Account Analyst, you will gain hands‑on exposure to client service, sales strategy ...

Rula

$65 - $95/hr

About the Role We're seeking a Sr. Account Management Associate to own the onboarding and ongoing ... client services, or another customer-facing role * Experience working in a B2B organization ...

SouthStar Capital, LLC

$60 - $65/hr

Self-motivated with a positive, client-first attitude Education: * Associate's degree required ... Health Savings Account (with qualifying plan) * 401(k) with company matching * Short-Term ...

New

Purple Group

$50 - $70/hr

The Role We're looking for an organized, proactive, and collaborative Associate Account Executive ... This is a client services position, not a standalone Project Manager role. Strong project ...

New

Cerity Partners

$90 - $120/hr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Trade client accounts, if appropriate.* Communicate directly with clients and other interested ...

Raymond James Financial, Inc.

$52 - $76/hr

Manages client account maintenance activities which includes, but is not limited to opening ... Educational/Previous Experience Requirements Associate's degree and five (5) years of licensed ...

Tempus

$90 - $140/hr

This role will focus on creating and expanding our global client relationship with some of the world's leading biopharmaceutical organizations.The Associate Key Account Director is responsible for ...

Cetera

Client Services Lead

Lexington, KY · On-site

$24 - $26/hr

... Associate Financial Professional and Registered Representative roles. What You Will Do: Act as a ... Educate clients on account services, capabilities, and new technology. Complete required corporate ...

Cetera

Client Services Lead

Lexington, KY · On-site

$24 - $26/hr

... Associate Financial Professional and Registered Representative roles. What You Will Do: Act as a ... Educate clients on account services, capabilities, and new technology. Complete required corporate ...

Tri Counties Bank

$63.04/hr

The Client Service Associate will have a daily and active role in client retention and growth ... Opens, closes and maintain investment accounts per RJFS guidelines * Deposits checks, and ...

Silvercrest Asset Management Group LLC

$70 - $100/hr

Provide support to portfolio management team including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support. * Communicate with portfolio ...

New

previous page

Showing results 41-60

All JobsClient Account Associate JobsClient Account Associate Jobs in Kentucky

Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What are the key skills and qualifications needed to thrive as a client account associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

Is a client account associate a good job?

A client account associate is a role that involves managing client relationships, processing account transactions, and providing customer service. It can offer stable employment, opportunities for skill development in communication and organization, and may require familiarity with CRM software. Overall, it can be a good entry-level position in finance, sales, or customer service fields.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.

What are the most commonly searched types of Client Account jobs in Kentucky?

The most popular types of Client Account jobs in Kentucky are:

What cities in Kentucky are hiring for Client Account Associate jobs?

Cities in Kentucky with the most Client Account Associate job openings:

Client Account Associate jobs near you

Account Associate - State Farm Agent Team Member

State Farm

Louisville, KY • On-site

$50K - $100K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 12 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,564 frontline employees who took The Breakroom Quiz

241st of 315 rated insurance

Job description

Responsive recruiter
Benefits:
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Company parties
  • Signing bonus

ABOUT OUR AGENCY:Our agency operates from two convenient Louisville locations, Middletown and Fern Creek. With a proven track record, we've consistently ranked among the top 10 out of 22,000 State Farm agents and are proud leaders in the life insurance industry.
Our team of 18 is more than just colleagues; we're like family. We offer comprehensive benefits, a flexible PTO plan, and invest in your success by providing leads for you to call and others who contact the office directly.
Our compensation structure is designed to reward excellence, with a robust bonus program that includes a competitive base salary and unlimited bonus potential. If you're looking for a supportive, high-performing environment, we'd love to have you join us!
ROLE DESCRIPTION:As Account Associate - State Farm Agent Team Member for Tracy Haus - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.

How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you!
Tracy Haus - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Compensation: $50,000.00 - $100,000.00 per year
Are You Driven & Ambitious?
We are an established, growth-oriented agency with a team of highly motivated individuals. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Tracy Haus - State Farm Agent!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
  • Our office is located in Louisville, KY.
  • I am a second generation State Farm agent.
  • I am a proud graduate of University of Dayton.
  • We currently have 14 team members at our agency.
  • We have 38 years of combined insurance experience in our office.
  • Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, National Quality Award, and Bronze Tablet

Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

What State Farm employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply