A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
Quick apply
A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
Client Associate
Lincoln, NE · On-site
A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
Client Associate
Lincoln, NE · On-site
A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Quick apply
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Client Associate
Omaha, NE · On-site
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate- Greater Philadelphia Market
$13.25 - $18.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate- Greater Philadelphia Market
$13.25 - $18.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate- Greater Philadelphia Market
Wayne, NE · On-site
$13.25 - $18.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate- Greater Philadelphia Market
Wayne, NE · On-site
$13.25 - $18.50/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. We are looking for someone ...
Quick apply
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. We are looking for someone ...
Client Service Associate
Omaha, NE · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Client Service Associate
Omaha, NE · On-site
$60K - $75K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
Quick apply
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the ...
Client Service Associate
Omaha, NE · On-site
$45K - $65K/yr
The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to ...
Client Service Associate
Omaha, NE · On-site
$45K - $65K/yr
The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to ...
Be Seen First
Client Experience & Operations Associate
Omaha, NE · On-site
$18 - $25/hr
Role Description The Client Experience & Operations Associate (CEOA) serves as the first point of contact for clients and visitors while providing essential support to the Office Manager and the ...
Quick apply
Be Seen First
Client Experience & Operations Associate
Omaha, NE · On-site
$18 - $25/hr
Role Description The Client Experience & Operations Associate (CEOA) serves as the first point of contact for clients and visitors while providing essential support to the Office Manager and the ...
Client Service Associate
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Service Associate
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Quick apply
Client Service Associate
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Executive
Omaha, NE · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... The Client Executive generates revenue through consultative selling and account management for new ...
Client Executive
Omaha, NE · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... The Client Executive generates revenue through consultative selling and account management for new ...
Client Associate information
See Nebraska salary details
$17.6K - $22.6K
3% of jobs
$22.6K - $27.5K
1% of jobs
$27.5K - $32.5K
9% of jobs
$32.5K - $37.4K
6% of jobs
$39.1K is the 25th percentile. Wages below this are outliers.
$37.4K - $42.3K
16% of jobs
$42.3K - $47.3K
11% of jobs
The median wage is $49K / yr.
$47.3K - $52.2K
11% of jobs
$52.2K - $57.2K
14% of jobs
$58.5K is the 75th percentile. Wages above this are outliers.
$57.2K - $62.1K
15% of jobs
$62.1K - $67K
11% of jobs
$67K - $72K
3% of jobs
$17.6K
$48.6K
$72K
How much do client associate jobs pay per year?
As of Jul 23, 2026, the average yearly pay for client associate in Nebraska is $48,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,100.00 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?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Nebraska? The most popular types of Client jobs in Nebraska are:
What job categories do people searching Client Associate jobs in Nebraska look for? The top searched job categories for Client Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Client Associate jobs? Cities in Nebraska with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in NE? For Client Associate jobs in NE, the most frequently searched job titles are:
D.A. Davidson rating
7.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
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