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Client Account Associate Jobs (NOW HIRING)

APR

Commercial Lines Account Associate

Trappe, PA

$60K - $75K/yr

Commercial Lines Account Associate Salary Range: $60,000 - $75,000 Location: Trappe, PA About Our ... This role is pivotal in maintaining and growing our client relationships through expert management ...

Interpath Laboratory

Client Account Manager

Portland, OR · On-site

$81K/yr

The Client Account Manager - Portland Region serves as the primary liaison between the laboratory ... Associate's degree or equivalent combination of education and experience required * Bachelor ...

ASCENSUS

Client Account Specialist

Greensboro, NC · Hybrid

Newport, an Ascensus company, helps employers offer their associates a more secure financial future ... This role develops and maintains a full understanding of trends for each client's BOLI/ICOLI ...

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How much do client account associate jobs pay per year?

As of May 30, 2026, the average yearly pay for client account associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

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.

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 does a Client Account Associate do?

A Client Account Associate is responsible for supporting client relationships and managing various administrative and operational tasks. They assist with account setup, respond to client inquiries, prepare reports, and ensure that clients have a positive experience with the company’s products or services. This role often involves communicating with clients, coordinating with internal teams, and resolving any issues that may arise. Client Account Associates play a key role in maintaining client satisfaction and supporting the overall success of the business.

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.

What cities are hiring for Client Account Associate jobs? Cities with the most Client Account Associate job openings:
What are the most commonly searched types of Client Account jobs? The most popular types of Client Account jobs are:
What states have the most Client Account Associate jobs? States with the most job openings for Client Account Associate jobs include:
Client Account Associate jobs near you

Client Administration Associate

Skillcloud HCM

Mclean, VA

Full-time

Posted 17 days ago

Job description

TCV Trust & Wealth Management / Client Administration Associate

 

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Associate to join their team in McLean, VA.

The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.

Benefits of the job:
  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package and competitive salary
  • Strong company culture that supports community and charitable organizations.
Requirements of the Client Administration Associate:
  • BS degree in business, finance or related field preferred
  • 2 years of trust administration, paralegal, financial services or accounting experience
  • Knowledge of basic accounting/tax principals and common asset characteristics
  • Strong verbal, written, and interpersonal skills
  • Discretion in handling confidential information and sensitive data
  • Concern for clients and their needs; ability to create close and supportive relationships
  • Attention to detail and accuracy while meeting deadlines
  • Office based, 8:30am-5:00pm
Responsibilities:
  • Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
  • Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer's account.
  • Determine the various elements comprising an estate's assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
  • Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
  • Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager's direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client's specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients' unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

 

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE


Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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