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Client Associate Jobs in Kentucky (NOW HIRING)

HighTower Advisors, LLC

$60 - $70/hr

Client Service Associate- White Pine Wealth Management Portland, ME, USA Posted Wednesday, August 26, 2026 at 5:00 AM Your Future Team White Pine Wealth Management is a team of 10 professionals ...

Threadline Wealth

$90 - $120/hr

The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth ...

Cambridge Associates LLC.

$102 - $137/hr

## Associate Director, Global Client SolutionsApplylocations: Bostontime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR0000369**Firm Overview:**Cambridge Associates ("CA") is a ...

BOK Financial Corporation

$65 - $75/hr

Client Service Associate Areas of Interest: Wealth Management; Wealth Management Operations Pay Transparency Salary Range: $65,000 - $75,000 Application Deadline: 09/28/2026 BOK Financial Corporation ...

JPMorgan Chase & Co.

$70 - $95/hr

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the ...

TenOneTen

$80 - $100/hr

The Associate Client Manager is the foundational role within the Client Management team, focused on learning TrueAccord's platform, product suite, and client operational standards. You are an ...

Dept Holding B.V.

$108 - $130/hr

Responsible for developing and maintaining a strong rapport with their client - being the trusted advisor to the client and key face of the account team. Responsible for leading communications and ...

HighTower Advisors, LLC

$80 - $100/hr

Senior Client Service Associate- White Pine Wealth Management Portland, ME, USA Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026.

Apex Fintech Solutions LLC

$111 - $139/hr

Exceptional interpersonal skills with an ability to engage effectively with various personality types and client backgrounds. #sales #full-time #associate #LI-SD1 #APEX Please note this is not ...

New

Westwood Holdings

$90 - $130/hr

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...

IQVIA LLC

$97 - $224/hr

We are seeking an Associate Client Operations Director to join IQVIA Laboratories at Valencia, CA. We hire passionate innovators who drive healthcare forward through thoughtful and inclusive ...

New

Page Mechanical Group, Inc.

$95 - $130/hr

Associate Director, Client Success Reports to: Associate Vice President, Client Satisfaction CLUTCH is a hybrid consultancy and agency focused on working with B2B companies that intend to grow and ...

New

Nuveen

$72 - $78/hr

Client Outreach Consultant The Client Outreach Consultant proactively contacts the organization ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

New

Raymond James Financial, Inc.

$52 - $80/hr

... 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 administrative ...

Infosys Limited

$100 - $187/hr

Infosys is seeking an Associate Manager, Client Services for its Retail vertical. The individual will lead all client interactions within the assigned account scope and, in collaboration with the ...

ADP

Manage, 401(k) Client Services

Louisville, KY · On-site

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 ...

New

ADP

Manage, 401(k) Client Services

Louisville, KY · On-site

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 ...

New

Soane Britain

$60 - $90/hr

Soane Britain is seeking an experienced, driven sales professional to represent the skills of our craftspeople and Soane's mission driven business in Texas through business development and sales ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Kentucky

Client Associate information

See Kentucky salary details

$16.1K

$44.3K

$65.6K

How much do client associate jobs pay per year?

As of Sep 5, 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 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.

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 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 August 2026, with employment types broken down into 83% Full Time, 6% Part Time, 7% Temporary, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $44,264 per year, or $21.3 per hour.

Client Service Associate- White Pine Wealth Management

HighTower Advisors, LLC

On-site

$60 - $70/hr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago

Key responsibilities

  • Work directly with clients and advisors to onboard new client relationships, including collecting data, processing account paperwork, and maintaining client records in the CRM system

  • Perform account maintenance requests such as beneficiary changes, address updates, online account access, and account re-titles

  • Process money movements including journals, wire transfers, ACH transfers, and check requests

Job description

Client Service Associate- White Pine Wealth Management

Portland, ME, USA

Job Description

Posted Wednesday, August 26, 2026 at 5:00 AM

Your Future Team

White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.

What You’ll Do

The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.

  • Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
  • Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
  • Process money movements: journals, wire transfers, ACH transfers, and check requests
  • Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
  • Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
  • Comply with and be well-versed in industry rules and regulations and practice policies

What You’ll Bring

  • Experience collecting information, processing forms, and maintaining accurate data
  • Confidence in handling phone calls and speaking to clients
  • Interpersonal and client service skills
  • Strong attention to detail, accuracy, and organization
  • Eagerness to work in a growing practice and fast-paced environment
  • Preferred: 2+ years of industry experience

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Base salary of up to $60,000- $70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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