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Client Associate Jobs in Missouri (NOW HIRING)

TalentLink Solutions

Client Service Associate

Kansas City, MO · On-site

$14.25 - $19.50/hr

We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry ...

FABER & BRAND, LLC

Client Relations Clerk

Columbia, MO · On-site

$16.05/hr

Description We are offering an entry level client services position at a fast-growing law firm. Our ... High School Diploma or its equivalent, associate or bachelor's degree preferred. * High degree of ...

FABER & BRAND, LLC

Client Relations Clerk

Columbia, MO · On-site

$16.05/hr

We are offering an entry level client services position at a fast-growing law firm. Our firm ... High School Diploma or its equivalent, associate or bachelor's degree preferred. * High degree of ...

Faber and Brand LLC

Client Relations Clerk

Columbia, MO · On-site

$16.05/hr

We are offering an entry level client services position at a fast-growing law firm. Our firm ... High School Diploma or its equivalent, associate or bachelor's degree preferred. * High degree of ...

PNC Bank

Client Experience Associate

Warrenton, MO

$13.50 - $18.75/hr

As a(n) Client Experience Associate within PNC's Retail Banking organization, you will be based in Warrenton, MO. PNC is an in-office company that fosters a collaborative and supportive culture where ...

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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 Service

Associate - Client Service

Matter Family Office

Saint Louis, MO

$14 - $19.50/hr

Other

Posted 13 days ago

Job description

Matter Family Office Associate – Client Service

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.

Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.

Key Responsibilities

Client Service & Relationship Support

  • Support day-to-day client service activities and respond to client inquiries
  • Coordinate with Directors and Partners to execute client work plans
  • Maintain strong relationships with client families through consistent communication and follow-up

Financial Planning & Wealth Coordination

  • Prepare financial plans, projections, and periodic client updates
  • Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
  • Assist in coordinating planning efforts across multiple service areas
  • Monitor accounts and cash positions to support client objectives

Team Collaboration & Leadership

  • Delegate and review work from junior team members
  • Provide mentorship and support to developing team members
  • Contribute to firm initiatives, projects, and process improvements
Qualifications
  • 4+ years of experience in financial services with client-facing responsibilities
  • Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
  • Strong understanding of investments, estate planning, insurance, and cash flow management
  • Proven ability to collaborate across teams and manage multiple priorities
  • Bachelor's degree (BA/BS) with strong academic performance
  • CFP, CFA, CPA, JD, or MBA preferred
  • Experience working with high-net-worth or family office clients is a plus

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