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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
New
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 ...
New
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 ...
New
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 ...
New
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 ...
Bowling Green, KY · On-site
$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 ...
Bowling Green, KY · On-site
$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 ...
Louisville, KY · On-site
$40K - $55K/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 ...
Louisville, KY · On-site
$40K - $55K/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 ...
Lexington, KY · On-site
$39K - $53K/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 ...
Lexington, KY · On-site
$39K - $53K/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 ...
Louisville, KY · On-site
$40K - $55K/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 ...
Louisville, KY · On-site
$40K - $55K/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 ...
Lexington, KY · On-site
$39K - $53K/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 ...
Lexington, KY · On-site
$39K - $53K/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 ...
Bowling Green, KY · On-site
$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 ...
Bowling Green, KY · On-site
$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 ...
Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Crestview Hills, KY · On-site
$42K - $57K/yr
Responsibilities include assigning and directing work to Client Associates. Education and/or Experience At least three years related insurance experience and/or training, preferably handling multi ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Lexington, KY · On-site
$34K - $46K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Lexington, KY · On-site
$34K - $46K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
$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 18 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
14th of 150 rated banks
Are you truly service oriented. 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 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