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Client Associate Jobs in Idaho (NOW HIRING)

Clearwater Analytics

Client Servicing Associate

Boise, ID · On-site

$54K - $70K/yr

Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in ...

Vodia Ventures

Client Service Associate

Sun Valley, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Vodia Ventures

Client Service Associate

Boise, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Public Consulting Group

Client Service Associate 1

Boise, ID · On-site

$13.75 - $19/hr

Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...

R1 RCM

Client Delivery Associate

Boise, ID · On-site

$46K - $72K/yr

The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal initiatives and client product ...

New

Clearwater Analytics

Client Servicing Associate

Boise, ID · On-site

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

Clearwater Analytics

Client Servicing Associate

Boise, ID

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

TEPHRA

ACI Client Partner

Boise, ID · On-site

Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

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All JobsClient Associate JobsClient Associate Jobs in Idaho

Client Associate information

See Idaho salary details

$17.4K

$48K

$71K

How much do client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client associate in Idaho is $47,952.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,300.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Idaho? The most popular types of Client jobs in Idaho are:
What are popular job titles related to Client Associate jobs in Idaho? For Client Associate jobs in Idaho, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Idaho look for? The top searched job categories for Client Associate jobs in Idaho are:
What cities in Idaho are hiring for Client Associate jobs? Cities in Idaho with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in ID? For Client Associate jobs in ID, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Idaho as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $47,952 per year, or $23.1 per hour.

Client Associate

UBS - Experienced professionals - job boards

Ketchum, ID • On-site

Other

This job post has expired today. Applications are no longer accepted.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

A Client Associate services clients and provides operational and administrative support to Financial Advisors.
Key Responsibilities:
Educate clients on account services and capabilities
 Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
 Ensure appropriate documentation is collated for new accounts and service request

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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