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Client Assistant Jobs in Covington, KY (NOW HIRING)

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

... • Assist in preparing reports, presentations, and other materials for client meetings • Process client requests and approvals, including account transactions, disbursements, and investment ...

Regional Client

Assistant Brand Manager

Cincinnati, OH · On-site

$90 - $100/hr

# Assistant Brand ManagerKao Corporation · Cincinnati, Ohio · Posted YesterdayFull-Time Apply Now Share:## About this role\*\*The role:\*\*The Assistant Brand Manager supports the planning, execution ...

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Client Assistant information

See Covington, KY salary details

$17.1K

$35K

$42.6K

How much do client assistant jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client assistant in Covington, KY is $35,050.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,966.00 and $40,768.00 per year, depending on experience, location, and employer.

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Covington, KY?

The most popular types of Client jobs in Covington, KY are:

What cities near Covington, KY are hiring for Client Assistant jobs?

Cities near Covington, KY with the most Client Assistant job openings:

Client Assistant jobs near you

Client Relationship Associate

Bartlett Wealth Management

Cincinnati, OH • Hybrid

$38K - $48K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. 

The ideal associate will:

  • Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
  • Manage client information within the CRM.  Maintaining clients' profiles, information, and activities.
  • Establish and nurture strong relationships with clients.
  • Resolve and troubleshoot client issues promptly and effectively.
  • Inform clients about new products and services.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and investment managers, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Work with internal teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
  •  Bachelor's degree from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.   
  • Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories.
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

#LI-Hybrid

#LI-KM1

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