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Client Associate Jobs in Bellevue, KY (NOW HIRING)

UBS

Client Associate

Cincinnati, OH · On-site

Key responsibilities UBS Financial Services is looking to hire an Investment Associate to join the ... to ensure client assets are invested in line with investment objectives, and providing market ...

UBS

Registered Client Service Associate

Cincinnati, OH · On-site

Key responsibilities We're looking for a Registered Client Associate to: • Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed • Schedule ...

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All JobsClient Associate JobsClient Associate Jobs in Bellevue, KY

Client Associate information

See Bellevue, KY salary details

$18K

$49.7K

$73.6K

How much do client associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client associate in Bellevue, KY is $49,679.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $60,400.00 per year, depending on experience, location, and employer.

What is a client associate?

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?

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 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 cities near Bellevue, KY are hiring for Client Associate jobs?

Cities near Bellevue, KY with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Bellevue, KY as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,679 per year, or $23.9 per hour.

Client Associate

UBS - Experienced professionals - job boards

Cincinnati, OH • On-site

Full-time

Re-posted 7 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 174 rated banks

Job description

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team's equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.
The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment


Successful applicants will be trained on all necessary software programs and investment processes.

What UBS employees say

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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

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