ZipRecruiter

Log In

1

Client Associate Jobs in Kentucky (NOW HIRING)

Jackson Hewitt

Client Service Associate

Ashland, KY · On-site

$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 ...

Jackson Hewitt

Client Service Associate

Central City, KY · On-site

$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 ...

Jackson Hewitt

Client Service Associate

Berea, KY · On-site

$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 ...

Jackson Hewitt

Client Service Associate

Morehead, KY · On-site

$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 ...

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 ...

Jackson Hewitt

Client Service Associate

Greenville, KY · On-site

$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 ...

next page

Showing results 1-20

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 Jul 3, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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.

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 June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $44,264 per year, or $21.3 per hour.

Personal Lines Client Advisor

Houchens Insurance Group / Curneal Hignite Insurance

Lexington, KY • On-site

$34K - $45K/yr

Other

PTO

Posted 11 days ago

Job description

Job Title

Responsibilities

50% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.

  • Preparing submissions and marketing business.
  • Maintaining direct communication and building relationships with insureds.
  • Reviewing and invoicing policies and requesting changes.
  • Referring to group, life and commercial leads to appropriate personnel.
  • Preparing proposals and complete coverage analyses to serve the client.
  • Maintaining accurate and updated expiration list.
  • Processing invoices and credits on agency bill policies.
  • Tracking direct bill transactions by company.
  • Reviewing policy coverage and endorsements on all new and renewal business, including rating.
  • Handling all account service issues in accordance with the E&O standards.
  • Daily maintenance and processing of carrier downloads.
  • Building relationships with insurance carriers.
  • Maintaining compliance with all Personal Lines service standards and procedures including daily service.
  • Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
  • Handling complex policy issues and finding resolution with minimal Producer/Service Leader involvement.
30% Renewal Marketing

Remarkets current client policies and prepares formal renewal presentation.

  • Managing renewal timeline and renewal process.
  • Generating summaries and proposals of coverage and reviews with Producer.
  • Working with clients for the purpose of gathering marketing data.
  • Seeking opportunities for potential upselling of accounts including completing exposure analysis.
  • Negotiating client renewals with carriers based on competitive information.
  • Reviewing, analyzing, and comparing quotes vs. current coverage.
  • Issuing binder, invoices, certificates, and endorsements requests as needed.
  • Completing binding instructions.
10% Teamwork

Works together with the team and with other departments, such as Marketing and Claims, including conferencing with the Producer to discuss the execution of strategies. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.

Supervisory Responsibilities

Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates.

Requirements

At least three or more years of related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience.

Certifications

Must hold an applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.

Apply