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 help ...
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 help ...
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 help ...
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 help ...
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 ...
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 ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate
Miamisburg, OH · On-site
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Private Wealth Client Associate Cincinnati, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all ...
Registered Private Wealth Client Associate Cincinnati, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all ...
Back 28d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
Back 28d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
Back 28d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
Back 28d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
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 ...
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 ...
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 ...
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 ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
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 ...
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 ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
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 ...
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
Upper Arlington, OH · 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 ...
Private Wealth Client Associate
Upper Arlington, OH · 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 Service Associate
$14 - $19.25/hr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Service Associate
$14 - $19.25/hr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate information
See Ohio salary details
$17.6K - $22.5K
3% of jobs
$22.5K - $27.4K
1% of jobs
$27.4K - $32.4K
9% of jobs
$32.4K - $37.3K
6% of jobs
$39K is the 25th percentile. Wages below this are outliers.
$37.3K - $42.2K
16% of jobs
$42.2K - $47.1K
11% of jobs
The median wage is $48.9K / yr.
$47.1K - $52.1K
11% of jobs
$52.1K - $57K
14% of jobs
$58.3K is the 75th percentile. Wages above this are outliers.
$57K - $61.9K
15% of jobs
$61.9K - $66.9K
11% of jobs
$66.9K - $71.8K
3% of jobs
$17.6K
$48.5K
$71.8K
How much do client associate jobs pay per year?
As of May 30, 2026, the average yearly pay for client associate in Ohio is $48,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 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 Ohio? The most popular types of Client jobs in Ohio are:
What are popular job titles related to Client Associate jobs in Ohio? For Client Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Ohio look for? The top searched job categories for Client Associate jobs in Ohio are:
What cities in Ohio are hiring for Client Associate jobs? Cities in Ohio with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in OH? For Client Associate jobs in OH, 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
Are you truly service oriented. 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
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
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