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 ...
Retirement Plan Client Services Associate Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern ...
Retirement Plan Client Services Associate Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern ...
Personal Lines Client Advisor
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 ...
Personal Lines Client Advisor
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 ...
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 ...
Personal Lines Client Advisor
Elizabethtown, KY · On-site
$35K - $48K/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 ...
Personal Lines Client Advisor
Elizabethtown, KY · On-site
$35K - $48K/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 ...
Personal Lines Client Advisor
Bowling Green, KY · On-site
$38K - $51K/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 ...
Personal Lines Client Advisor
Bowling Green, KY · On-site
$38K - $51K/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 ...
Personal Lines Client Advisor
Crestview Hills, KY · On-site
$36K - $49K/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 ...
Personal Lines Client Advisor
Crestview Hills, KY · On-site
$36K - $49K/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 ...
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 ...
Personal Lines Client Advisor
Louisville, KY · On-site
$35K - $48K/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 ...
Personal Lines Client Advisor
Louisville, KY · On-site
$35K - $48K/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 ...
Client Service Associate
Lexington, KY · On-site
$12.75 - $17.50/hr
Client Service Associate 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 ...
Client Service Associate
Lexington, KY · On-site
$12.75 - $17.50/hr
Client Service Associate 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 ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Service Associate
Lexington, KY · On-site
$14.50 - $20/hr
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
Lexington, KY · On-site
$14.50 - $20/hr
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
... 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
Louisville, KY · On-site
$14 - $19.25/hr
... 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
Louisville, KY · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Lexington, KY · On-site
$14.50 - $20/hr
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
Lexington, KY · On-site
$14.50 - $20/hr
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
$14 - $19.25/hr
... 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
$14 - $19.25/hr
... 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 ...
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 ...
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
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 Service Associate 1
Frankfort, KY · On-site
$12.50 - $17.25/hr
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
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 ...
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Client Sales Associate (Remote)
Louisville, KY · Remote
$85K - $150K/yr
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 ...
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 ...
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?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
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:
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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:

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 6 days ago
Stock Yards Bank & Trust rating
8.8
Based on 7 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
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:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- 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
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Stock Yards Bancorp
Sourced by ZipRecruiter
Company size
501 - 1,000 Employees
Headquarters location
Louisville, KY, US
Year founded
1904