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Client Associate Jobs in Louisiana (NOW HIRING)

Messa Sync

Client Service Associate

New Orleans, LA · On-site

$50K - $60K/yr

Client Service Associate At Messa Sync, we specialize in delivering high-impact communication strategies and solutions for our clients across various sectors. With a commitment to precision ...

Swift7 Consultants

Client Service Associate

New Orleans, LA · On-site

$13.25 - $18.50/hr

Client Service Associate At Swift 7 Consultants, we are committed to helping businesses grow through innovative strategies, strong client relationships, and exceptional team development. Our company ...

Morgan Stanley

Client Service Associate

Baton Rouge, LA · On-site

$14 - $19.25/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Baton Rouge, LA · On-site

$14 - $19.25/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Louisiana

Client Associate information

See Louisiana salary details

$15.8K

$43.6K

$64.6K

How much do client associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client associate in Louisiana is $43,581.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,200.00 and $53,000.00 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 Louisiana?

The most popular types of Client jobs in Louisiana are:

What are popular job titles related to Client Associate jobs in Louisiana?

For Client Associate jobs in Louisiana, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Louisiana look for?

The top searched job categories for Client Associate jobs in Louisiana are:

What cities in Louisiana are hiring for Client Associate jobs?

Cities in Louisiana with the most Client Associate job openings:

What are popular job titles related to Client Associate jobs in LA?

For Client Associate jobs in LA, the most frequently searched job titles are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Louisiana as of August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $43,581 per year, or $21 per hour.

Senior Client Service Associate

Metairie, LA • On-site

Claire Myers Consulting
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Claire Myers Consultingexternal

$80K - $90K/yr

Full-time

Posted 11 days ago

Key responsibilities

  • Support three Financial Advisors and their clients by managing client and product-related processes from initiation to completion.

  • Coordinate and prepare for client meetings, document meeting notes, and follow up on action items.

  • Manage investment, insurance, and financial planning business processes, including preparing, reviewing, and tracking paperwork and applications.

Job description

Location: Metairie, LA (Onsite Monday – Friday)


Compensation: $80K - $90K base salary + benefits



Overview:


Our client is a successful, relationship-focused wealth management practice seeking an experienced Registered Client Service Associate to provide comprehensive support to three Financial Advisors and their clients.


This individual will serve as the operational hub of the practice, shepherding the entire client and product process from beginning to end. From preparing for client meetings and initiating paperwork to coordinating financial plans, tracking applications, resolving outstanding items, and communicating with clients, this person will ensure every detail moves forward accurately and efficiently. Client communication is central to this role. The ideal candidate is highly responsive, takes ownership, anticipates needs, and keeps both clients and Advisors informed throughout the process. The goal is to allow the Advisors to focus on advising clients and growing relationships with confidence that the business surrounding each client is being handled exceptionally well.



Key Responsibilities:


Client & Advisor Support:


• Provide comprehensive day-to-day support to three Financial Advisors and their clients

• Serve as a primary point of contact for client service and administrative needs

• Own client and product-related processes from initiation through successful completion

• Proactively communicate with clients regarding paperwork, transfers, applications, outstanding requirements, next steps, and timelines

• Respond promptly to client requests and ensure appropriate follow-through

• Anticipate Advisor and client needs and address outstanding items before they become obstacles

• Deliver a highly responsive, organized, and personalized client experience



Meeting Preparation & Follow-Up:


• Coordinate client review meetings and prospect appointments

• Prepare client files, statements, meeting materials, and agendas in advance

• Document meeting notes, decisions, and follow-up items

• Coordinate financial planning activities and post-meeting action items

• Track client and Advisor commitments through completion



Business Processing & Operations:


• Manage investment, insurance, financial planning, and account-related business through the entire process

• Prepare, review, submit, and track paperwork and applications

• Manage account openings, transfers, distributions, contributions, beneficiary changes, money movement, and account maintenance

• Track applications and proactively resolve NIGOs, missing information, rejected paperwork, and other processing issues

• Coordinate with custodians, investment providers, insurance companies, and internal partners

• Maintain the active new-business and opportunity pipeline

• Ensure the status and next step of every client request are clearly documented and accessible to the team

• Identify opportunities to improve workflows, processes, and overall efficiency



Qualifications:


• Previous experience in wealth management client service

• Series 7 license and Series 66 license required

• Life, Accident & Health Insurance license required

• Experience with account openings, transfers, money movement, account maintenance, investment and/or insurance applications, and related paperwork

• Familiarity with ACATs, ACH transactions, investment statements, and common wealth management operational processes

• Exceptional client communication and relationship-management skills

• Strong organizational skills with outstanding attention to detail and follow-through

• Ability to manage multiple Advisors, clients, deadlines, and business processes simultaneously

• Proactive and independent, with the ability to identify what needs to happen next and take ownership through completion

• Comfortable with CRM systems, Microsoft Office, and financial services technology

• Ability to work onsite in the Metairie, Louisiana office five days per week is required



The Ideal Candidate:


This is an excellent fit for someone who views client service and operations as a long-term career path and takes pride in being the person who keeps everything moving behind the scenes.