ZipRecruiter

Log In

1

Client Associate Jobs in Missouri (NOW HIRING)

UBS

Client Associate

Chesterfield, MO

Do you know how to take care of people? We're looking for a Client Associate to : - keep management systems up-to-date with client information - educate clients on account services and capabilities ...

Wells Fargo

Client Associate

Joplin, MO · On-site

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...

Precision Wealth Strategies LLC

Be Seen First

Client Associate / Associate Advisor

Saint Louis, MO · On-site

$55K - $80K/yr

As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would be referred to as the client's lead coordinator, someone who can take the Macro Vision provided by ...

Precision Wealth Strategies LLC

Be Seen First

Client Associate / Associate Advisor

Saint Louis, MO · On-site

$55K - $80K/yr

As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would be referred to as the client's lead coordinator, someone who can take the Macro Vision provided by ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Missouri

Client Associate information

See Missouri salary details

$17.4K

$47.8K

$70.8K

How much do client associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client associate in Missouri is $47,805.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $58,200.00 per year, depending on experience, location, and employer.

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 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 Missouri? The most popular types of Client jobs in Missouri are:
What are popular job titles related to Client Associate jobs in Missouri? For Client Associate jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Missouri look for? The top searched job categories for Client Associate jobs in Missouri are:
What cities in Missouri are hiring for Client Associate jobs? Cities in Missouri with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in MO? For Client Associate jobs in MO, the most frequently searched job titles are:
Client Associate jobs near you
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

RBC

Saint Louis, MO

$45K - $70K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Client Associate/Registered Client Associate

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for the Registered Client Associate position is $45,000 - $70,000 and the Client Associate position is $40,000 - $60,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills: Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details: Address: 1 North Brentwood Boulevard: Clayton City: Clayton Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-06 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Apply