Client Associate
Las Vegas, NV · On-site
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: Educate clients on account services and capabilities Input data in ...
Las Vegas, NV · On-site
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: Educate clients on account services and capabilities Input data in ...
Las Vegas, NV · On-site
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: Educate clients on account services and capabilities Input data in ...
Las Vegas, NV · On-site
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: Educate clients on account services and capabilities Input data in ...
Las Vegas, NV · On-site
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: Educate clients on account services and capabilities Input data in ...
... 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 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 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 ...
About the job Client Services Associate Client Services Associate (Travel Agent) Location: Remote | Work From Anywhere Type: Independent Contractor / Flexible Schedule Do you love to travel and help ...
About the job Client Services Associate Client Services Associate (Travel Agent) Location: Remote | Work From Anywhere Type: Independent Contractor / Flexible Schedule Do you love to travel and help ...
$35K - $70K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
$35K - $70K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
$35K - $70K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
$35K - $70K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there ...
As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there ...
Carson City, NV · Remote
$17.25 - $23.50/hr
About the job Client Support Associate Hope's Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises ...
Carson City, NV · Remote
$17.25 - $23.50/hr
About the job Client Support Associate Hope's Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises ...
$14 - $19.25/hr
As a Client Service Associate , you will assist customers with their shopping needs and ensure an excellent shopping experience. Responsibilities may include generating sales order, stocking shelves ...
$14 - $19.25/hr
As a Client Service Associate , you will assist customers with their shopping needs and ensure an excellent shopping experience. Responsibilities may include generating sales order, stocking shelves ...
Las Vegas, NV · On-site +1
$90K - $120K/yr
Deliver a professional, client-first experience * Participate in training, coaching, and development sessions * Collaborate with team members to improve performance Why People Apply * 100% remote ...
Las Vegas, NV · On-site +1
$90K - $120K/yr
Deliver a professional, client-first experience * Participate in training, coaching, and development sessions * Collaborate with team members to improve performance Why People Apply * 100% remote ...
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 ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
In-office OR Hybrid A Day in the Life A typical day in the life as a Client Accounting Services Associate in Reno, NV might include the following: * Works on a team to provide accounting services for ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
$18.8K - $24.1K
3% of jobs
$24.1K - $29.4K
1% of jobs
$29.4K - $34.7K
9% of jobs
$34.7K - $39.9K
6% of jobs
$41.8K is the 25th percentile. Wages below this are outliers.
$39.9K - $45.2K
16% of jobs
$45.2K - $50.5K
11% of jobs
The median wage is $52.3K / yr.
$50.5K - $55.8K
11% of jobs
$55.8K - $61.1K
14% of jobs
$62.5K is the 75th percentile. Wages above this are outliers.
$61.1K - $66.3K
15% of jobs
$66.3K - $71.6K
11% of jobs
$71.6K - $76.9K
3% of jobs
$18.8K
$51.9K
$76.9K
| 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.
Other
Posted 19 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
Key Responsibilities:
Educate clients on account services and capabilities
Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service request
Applications for this role can be submitted until June 30, 2026.
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.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH