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Client Associate Jobs in Missouri (NOW HIRING)

SS&C

Associate Client Relations Specialist

Kansas City, MO · Hybrid

$39K - $48K/yr

Associate Client Relations Specialist Locations: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month) About the Role As an Associate Client Relations ...

Hayward C. Team

Client Sales Associate

Independence, MO

$12.75 - $17.25/hr

We're seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and ...

Hayward C. Team

Client Sales Associate

Independence, MO · On-site

$48K - $54K/yr

We're seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and ...

Hayward C. Team

Client Sales Associate

Independence, MO · On-site

$48K - $54K/yr

We're seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and ...

Hayward C. Team

Client Sales Associate

Independence, MO · On-site

$48K - $54K/yr

We're seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and ...

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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
Associate Client Relations Specialist

Associate Client Relations Specialist

SS&C Technologies

Kansas City, MO • On-site

$39K - $48K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

106th of 186 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Associate Client Relations Specialist
Locations: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month)
About the Role
As an Associate Client Relations Specialist, you will be a key part of our new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. As member of this team, you will be assigned clients that you will handle specialized processing and escalated items for. You will have extensive direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. This position is an excellent opportunity to gain exposure and knowledge within the client relations and financial services sectors while developing expertise in Alternative Investments. We anticipate this team will continue to grow and the knowledge learned in this role will enable you to be successful in higher levels within our organization.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
  • Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
  • Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
  • Investigate and resolve complex client issues, offering clear and concise solutions.
  • Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
  • Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
  • Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
  • Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
  • Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
  • Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.

Required Experience
  • Bachelor's degree or equivalent work experience
  • 1-2 years of experience working in client facing role ideally with intermediaries within financial services, with a preference for experience in transfer agency.
  • Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients.
  • Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
  • Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
  • Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
  • Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
  • Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
  • A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.
  • Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.
  • Must be willing to work on site at least 6 days/month.

Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Colorado: The expected base salary for the position is between $19.23 USD/hour to $33.65 USD/hour. Massachusetts: The expected hourly wage for the position is between 26.44 USD/hour to 38.46 USD/hour.
In addition, employees in this role may be eligible for consideration on an annual basis for equity awards such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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