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Client Associate Jobs in Kentucky (NOW HIRING)

Morgan Stanley

Client Service Associate

Louisville, KY · On-site

$14 - $19.25/hr

lient Service Associate 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 ...

Morgan Stanley

Client Service Associate

Louisville, KY

$14 - $19.25/hr

lient Service Associate 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 ...

Jackson Hewitt

Client Service Associate

Somerset, KY

$12/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

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Client Associate information

See Kentucky salary details

$16.1K

$44.3K

$65.6K

How much do client associate jobs pay per year?

As of May 31, 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.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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.

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 are Client Associates?

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 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 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:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Kentucky as of May 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $44,264 per year, or $21.3 per hour.

Client Onboarding & Growth Associate

Beacon National Agency

Louisville, KY • On-site, Remote

Full-time

Posted 16 days ago

Job description

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions.
This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client.
Opportunity Highlights
  • Flexible remote work environment that supports work-life balance
  • Qualified inbound prospects, focus on meaningful conversations, not cold outreach
  • Fast commission processing to support consistent income flow
  • Access to professional tools and systems provided by the organization
  • Structured mentorship and leadership support for professional development
Key Responsibilities
  • Serve as the first point of contact for individuals seeking financial protection solutions
  • Guide new clients through a smooth and supportive onboarding experience
  • Conduct virtual discovery meetings to understand client needs and financial goals
  • Present tailored protection strategies including IUL policies, annuities, and life insurance
  • Maintain consistent communication and follow-up to support client growth and satisfaction
  • Contribute to personal and team growth targets through disciplined activity and relationship building
Ideal Candidate Profile
  • Client-focused mindset with strong integrity and professionalism
  • Self-motivated with clear personal and career goals
  • Growth-oriented and open to coaching and continuous improvement
  • Strong communication skills with confidence in virtual meetings and presentations
  • Comfortable building relationships and guiding clients through important financial decisions
Opportunity Structure
This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance.
At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients' financial futures while building your own path toward professional growth and unlimited earning potential.

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