We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities handling day to day service requests from ...
We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities handling day to day service requests from ...
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 ...
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 ...
Your role We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • handling day to day ...
Your role We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • handling day to day ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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
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 ...
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 ...
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
Hyannis, NE · On-site
$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
Hyannis, NE · On-site
$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 ...
Client Relations Associate
Wayne, NE · On-site
$36.80K - $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 ...
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Client Relations Associate
Wayne, NE · On-site
$36.80K - $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 ...
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 ...
The Associate Director - Client Agreements provides strategic leadership and oversight for the Conflicts Special Projects and Client Agreements functions, establishing governance, processes, and ...
The Associate Director - Client Agreements provides strategic leadership and oversight for the Conflicts Special Projects and Client Agreements functions, establishing governance, processes, and ...
Client Service Associate - NR
$13.75 - $19.25/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
$13.75 - $19.25/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
Omaha, NE · On-site
$13.75 - $19.25/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
Omaha, NE · On-site
$13.75 - $19.25/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
$13.75 - $19.25/hr
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
Client Service Associate - NR
$13.75 - $19.25/hr
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
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 May 31, 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 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.
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 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 are popular job titles related to Client Associate jobs in Nebraska? For Client Associate jobs in Nebraska, the most frequently searched job titles 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:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
handling day to day service requests from clients
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
provide support for client relationship building and business development activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH