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Client Associate Jobs in Bellevue, KY (NOW HIRING)

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Client Service Associate - Financial Services

Cincinnati, OH · On-site

$65K - $75K/yr

As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...

UBS

Client Service Associate

Cincinnati, OH · On-site

$14 - $19.25/hr

Your role At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about ...

Go Rentals

Client Service Associate

Cincinnati, OH · On-site

$20/hr

The Guest Experience Associate - Carcierge is the face of Go Rentals, a guest-facing luxury ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

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US Bank

PWM Client Services Team Associate

Cincinnati, OH · Hybrid

$25.63 - $34.18/hr

Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified ...

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...

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Showing results 21-40

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 Aug 14, 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.

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 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.

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 are the most commonly searched types of Client jobs in Bellevue, KY?

The most popular types of Client jobs in Bellevue, KY are:

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 Service Associate - Cincinnati, OH

Chelsea Senior Living

Cincinnati, OH • On-site

$50K - $54K/yr

Other

Retirement, PTO

Posted 4 days ago

Job description

Position: Client Service Associate
Firm: Isaacs and Associates
Location: Cincinnati, OH
Overview:
As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service.
The Client Service Associate will have strong administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. You will serve as a key part of the client journey and helping ensure every client interaction reflects the high standards of our firm.
What you'll do:

  • Welcome clients and visitors with professionalism and warmth
  • Answer and direct incoming phone calls
  • Maintain an organized, welcoming reception area
  • Prepare conference rooms for client meetings
  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
  • Review applications and paperwork for completeness and accuracy before submission
  • Ensure timely and accurate completion of tasks to meet compliance requirements
  • Support the scheduling, setup, and execution of client events and informational classes
What We're Looking For:
  • High School Diploma
  • 1+ years working in a professional office environment
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM system (Redtail)
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Experience within the financial industry is a plus
What You'll Get:
Pay & Perks:
  • $50,000 - $54,000/year, based on experience + bonus potential
  • Generous paid time off program
  • Simple IRA available after 1 year of employment
  • Paid holidays
Schedule:
  • In office: Monday - Thursday 8:30am-4:00pm and Friday 8:30am-12:00pm
  • Occasional evenings required for client events

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $50,000 - $54,000 per year

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