Registered Client Associate to: Educate clients on account services and capabilities Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is ...
Registered Client Associate to: Educate clients on account services and capabilities Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
$55 - $85/hr
Client Associates are not ticket-closers. They're the human side of the platform. You'll get new traders oriented, answer the questions that actually matter, and be the name customers recognize when ...
$55 - $85/hr
Client Associates are not ticket-closers. They're the human side of the platform. You'll get new traders oriented, answer the questions that actually matter, and be the name customers recognize when ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate
Lexington, KY · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
$63.04/hr
POSITION SUMMARY The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service ...
$63.04/hr
POSITION SUMMARY The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service ...
Registered Client Associate to: • Educate clients on account services and capabilities • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate ...
Registered Client Associate to: • Educate clients on account services and capabilities • Assist with the preparation of reports and other materials for client meetings • Ensure appropriate ...
$60 - $90/hr
Registered Private Client Associate - Wyncote, PA Janney Montgomery Scott LLC, 8101 Washington Lane, Wyncote, Pennsylvania, United States of America Posted Monday, August 24, 2026 at 4:00 AM Janney ...
$60 - $90/hr
Registered Private Client Associate - Wyncote, PA Janney Montgomery Scott LLC, 8101 Washington Lane, Wyncote, Pennsylvania, United States of America Posted Monday, August 24, 2026 at 4:00 AM Janney ...
$70 - $100/hr
Silvercrest's commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary responsibility and value creation. The firm combines proprietary research with institutional ...
New
$70 - $100/hr
Silvercrest's commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary responsibility and value creation. The firm combines proprietary research with institutional ...
New
Financial Client Associate
Covington, KY · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
Financial Client Associate
Covington, KY · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
Financial Client Associate
Covington, KY · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
Financial Client Associate
Covington, KY · On-site
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress ...
$60 - $90/hr
Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
New
$60 - $90/hr
Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
New
$55 - $75/hr
Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or ...
New
$55 - $75/hr
Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or ...
New
$70 - $110/hr
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this ...
$70 - $110/hr
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this ...
$55 - $75/hr
Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity ...
$55 - $75/hr
Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity ...
Client Account Associate
Chaplin, KY · On-site
$38K - $52K/yr
Description Isaiah House is looking for a dedicated and driven person to take on the role of Client Finance Account Associate at our men's center in Chaplin, KY. The associate is responsible for ...
Client Account Associate
Chaplin, KY · On-site
$38K - $52K/yr
Description Isaiah House is looking for a dedicated and driven person to take on the role of Client Finance Account Associate at our men's center in Chaplin, KY. The associate is responsible for ...
$61 - $109/hr
Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ...
$61 - $109/hr
Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ...
$55 - $85/hr
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate ...
$55 - $85/hr
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate ...
$72 - $90/hr
Description World Insurance Associates ("World") is a unique financial services organization with a ... Draft and edit client deliverables such as strategy and stewardship decks/reports. * Maybe ...
New
$72 - $90/hr
Description World Insurance Associates ("World") is a unique financial services organization with a ... Draft and edit client deliverables such as strategy and stewardship decks/reports. * Maybe ...
New
$65 - $90/hr
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this ...
$65 - $90/hr
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this ...
$67 - $87/hr
Summary Cambridge Associates is seeking a Client Director Associate to support the Endowment and Foundation Practice, with a focus on both business development execution and client relationship ...
New
$67 - $87/hr
Summary Cambridge Associates is seeking a Client Director Associate to support the Endowment and Foundation Practice, with a focus on both business development execution and client relationship ...
New
Client Associate information
See Kentucky salary details
$16.1K - $20.6K
3% of jobs
$20.6K - $25.1K
1% of jobs
$25.1K - $29.6K
9% of jobs
$29.6K - $34.1K
6% of jobs
$35.6K is the 25th percentile. Wages below this are outliers.
$34.1K - $38.6K
16% of jobs
$38.6K - $43.1K
11% of jobs
The median wage is $44.6K / yr.
$43.1K - $47.6K
11% of jobs
$47.6K - $52.1K
14% of jobs
$53.3K is the 75th percentile. Wages above this are outliers.
$52.1K - $56.6K
15% of jobs
$56.6K - $61.1K
11% of jobs
$61.1K - $65.6K
3% of jobs
$16.1K
$44.3K
$65.6K
How much do client associate jobs pay per year?
As of Sep 5, 2026, the average yearly pay for client associate in Kentucky is $44,264.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $53,800.00 per year, depending on experience, location, and employer.
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.
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 the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Kentucky?
The most popular types of Client jobs in Kentucky are:
What are popular job titles related to Client Associate jobs in Kentucky?
For Client Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Kentucky look for?
The top searched job categories for Client Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Client Associate jobs?
Cities in Kentucky with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in KY?
For Client Associate jobs in KY, the most frequently searched job titles are:
Senior Registered Client Associate
Louisville, KY • On-site
Full-time
Posted 15 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Senior. Registered Client Associate to:
Educate clients on account services and capabilities
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collected for opening new accounts and service requests
Work within a team to solve complex operational needs.
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