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 ...
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 ...
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 ...
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 ...
Client Associate
Boca Raton, FL · On-site
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 ...
Client Associate
Boca Raton, FL · On-site
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 ...
Client Associate
Boca Raton, FL · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
New
Client Associate
Boca Raton, FL · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
New
Client Associate
Boca Raton, FL · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
Client Associate
Boca Raton, FL · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
Client Associate
Boca Raton, FL · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
New
Client Associate
Boca Raton, FL · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
New
Client Associate
Boca Raton, FL · On-site
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
Boca Raton, FL · On-site
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 ...
Key responsibilities 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 ...
Key responsibilities 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 ...
Key responsibilities 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 ...
Key responsibilities 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 ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
The Senior Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough ...
The Senior Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough ...
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 ...
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may ...
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may ...
Client Service Associate
$13.75 - $19/hr
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 ...
Client Service Associate
$13.75 - $19/hr
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 ...
Client Associate
Boca Raton, FL · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Client Associate
Boca Raton, FL · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Registered Client Associate I
Miramar, FL · On-site
The Wealth Management Client Services Associate is responsible for providing superior standards of service to an assigned portfolio of affluent and high net worth customers with the objective to ...
Quick apply
Registered Client Associate I
Miramar, FL · On-site
The Wealth Management Client Services Associate is responsible for providing superior standards of service to an assigned portfolio of affluent and high net worth customers with the objective to ...
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
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 ...
Client Associate information
See Boca Raton, FL salary details
$17.5K - $22.4K
3% of jobs
$22.4K - $27.3K
1% of jobs
$27.3K - $32.2K
9% of jobs
$32.2K - $37.1K
6% of jobs
$38.8K is the 25th percentile. Wages below this are outliers.
$37.1K - $42K
16% of jobs
$42K - $46.9K
11% of jobs
The median wage is $48.6K / yr.
$46.9K - $51.8K
11% of jobs
$51.8K - $56.7K
14% of jobs
$58K is the 75th percentile. Wages above this are outliers.
$56.7K - $61.6K
15% of jobs
$61.6K - $66.5K
11% of jobs
$66.5K - $71.4K
3% of jobs
$17.5K
$48.2K
$71.4K
How much do client associate jobs pay per year?
As of Sep 12, 2026, the average yearly pay for client associate in Boca Raton, FL is $48,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $58,700.00 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?
| 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 Boca Raton, FL?
The most popular types of Client jobs in Boca Raton, FL are:
What are popular job titles related to Client Associate jobs in Boca Raton, FL?
For Client Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Boca Raton, FL look for?
The top searched job categories for Client Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Associate jobs?
Cities near Boca Raton, FL with the most Client Associate job openings:
Client Associate, Registered
Boca Raton, FL • On-site
UBS - Experienced professionals - job boards
• Securities, Commodity Contracts, and Financial Investments • 10K+ employees10,000+ employees
Full-time
Posted 15 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
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
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of 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