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Client Associate Jobs in Kentucky (NOW HIRING)

Client Service Associate

Lexington, KY · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary 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 Client Service Associate ...

Client Service Associate

Louisville, KY · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Client Service Associate

Lexington, KY

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary 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 Client Service Associate ...

Client Service Associate

Louisville, KY

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Client Onboarding Associate

Louisville, KY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

Client Service Associate 1

Frankfort, KY · On-site

$12.50 - $17.25/hr

  • Medical

  • Dental

  • Retirement

  • PTO

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 ...

Client Sales Associate (Remote)

Louisville, KY · Remote

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and ...

ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...

Showing results 21-40

Client Associate information

See Kentucky salary details

$16.1K

$44.3K

$65.6K

How much do client associate jobs pay per year?

As of Aug 15, 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.

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 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 cities in Kentucky are hiring for Client Associate jobs?

Cities in Kentucky with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $44,264 per year, or $21.3 per hour.

Trust Client Services Associate

Stock Yards Bank and Trust

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago


Stock Yards Bank & Trust rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

16th of 171 rated banks


Job description

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title: Trust Client Services Associate
FLSA Status: Exempt
Department: Trust
General Job Summary:
Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.
Organizational Duties and Responsibilities:
  1. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
  2. Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:
  • Effectively communicate with internal and external clients, verbally and in writing
  • Draft client communications with guidance from Advisor
  • Prepare presentations for existing clients
  • Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
  • Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
  • Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
  • Maintain service standard activities, COI activities, and other required calling activities

Other Functions:
  • Provide office coverage and support in emergency situations
  • Perform other duties as assigned

Working Conditions:
Office setting requiring sitting and standing
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent; BA/BS preferred
Specific Skills:
  • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
  • Self-motivated and dependable
  • Ability to learn trust system and new technology
  • Independent decision making ability within limits set by the Wealth Management & Trust Department
  • Professional communication skills, both written and verbal, with all levels of personnel and clients
  • Professional grammar, spelling and business writing skills
  • Ability to develop and implement problem solving skills
  • Ability to prioritize and organize work
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to maintain confidentiality
  • Must be detail oriented
  • Professional appearance and demeanor
  • Knowledge of investment, fiduciary, and estate planning concepts is a plus
  • Work experience in a trust department or related field is a plus

Specialized: None
Licenses: None
Supervisory Responsibility: None
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Benefits:
  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

What Stock Yards Bank & Trust employees say

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