Client Associate
Paducah, KY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Paducah, KY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Paducah, KY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Paducah, KY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Paducah, KY · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
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 ...
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 ...
Louisville, KY · On-site
Overview As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work ...
Louisville, KY · On-site
Overview As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Chaplin, KY · On-site
$38K - $52K/yr
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 assisting our ...
Chaplin, KY · On-site
$38K - $52K/yr
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 assisting our ...
Chaplin, KY · On-site
$38K - $52K/yr
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 assisting our ...
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Chaplin, KY · On-site
$38K - $52K/yr
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 assisting our ...
$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 ...
$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 ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...
Louisville, KY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Louisville, KY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Louisville, KY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Louisville, KY · On-site
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Quick apply
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
$43K - $58K/yr
Responsibilities include assigning and directing work to Client Associates. Requirements Education and/or Experience At least seven years related insurance experience and/or training, preferably ...
$43K - $58K/yr
Responsibilities include assigning and directing work to Client Associates. Requirements Education and/or Experience At least seven years related insurance experience and/or training, preferably ...
Responsibilities include assigning and directing work to Client Associates. Requirements Education and/or Experience At least seven years related insurance experience and/or training, preferably ...
Responsibilities include assigning and directing work to Client Associates. Requirements Education and/or Experience At least seven years related insurance experience and/or training, preferably ...
$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
| 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.

Other
Posted 5 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
15th of 144 rated banks
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
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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.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH