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 ...
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 ...
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 ...
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 ...
New
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 ...
New
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 ...
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
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.
Client Account Associate
Chaplin, KY · On-site
$38.40K - $52.20K/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 ...
Quick apply
Client Account Associate
Chaplin, KY · On-site
$38.40K - $52.20K/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 ...
Commercial Lines Client Associate I
Elizabethtown, KY · On-site
$40.80K - $55.50K/yr
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
Commercial Lines Client Associate I
Elizabethtown, KY · On-site
$40.80K - $55.50K/yr
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
Commercial Lines Client Associate I
Crestview Hills, KY · On-site
$42K - $57.20K/yr
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
Commercial Lines Client Associate I
Crestview Hills, KY · On-site
$42K - $57.20K/yr
... 60% Client/Policy Services Provides daily support to Account Advisors and commercial insurance ... Volunteers to back up and/or assist other associates as needed. 10% Determination Displays ...
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 ...
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 ...
Client Account Associate
Chaplin, KY · On-site
$38.40K - $52.20K/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 ...
Client Account Associate
Chaplin, KY · On-site
$38.40K - $52.20K/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 ...
Client Account Associate
Chaplin, KY · On-site
$38.40K - $52.20K/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
$38.40K - $52.20K/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 ...
Commercial Lines Client Associate I
$39K - $53K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
Commercial Lines Client Associate I
$39K - $53K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
Commercial Lines Client Associate I
Lexington, KY · On-site
$39K - $53K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
Commercial Lines Client Associate I
Lexington, KY · On-site
$39K - $53K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
Commercial Lines Client Associate I
$38.90K - $52.90K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
Commercial Lines Client Associate I
$38.90K - $52.90K/yr
Essential Duties and Responsibilities: * 60% Client/Policy Services: Provides daily support to Account Advisors and commercial insurance accounts. * 20% File Management * 10% Teamwork * 10% ...
About the job Client Services Associate Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the ...
About the job Client Services Associate Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the ...
Client Relations Associate
Owensboro, KY · On-site
$39.60K - $49.40K/yr
The Client Relations Associate is a professional, detail-oriented individual to serve in a dual-role position combining front office client experience with service support in our Personal Lines ...
Quick apply
Client Relations Associate
Owensboro, KY · On-site
$39.60K - $49.40K/yr
The Client Relations Associate is a professional, detail-oriented individual to serve in a dual-role position combining front office client experience with service support in our Personal Lines ...
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?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
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.

UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
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
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