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Client Associate Jobs in Boise, ID (NOW HIRING)

R1 RCM

Client Delivery Associate

Boise, ID · On-site

$46K - $72K/yr

The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal initiatives and client product ...

TEPHRA

ACI Client Partner

Boise, ID · On-site

Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

Clearwater Analytics

Client Servicing Associate

Boise, ID · On-site

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

Clearwater Analytics

Client Servicing Associate

Boise, ID

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

Elase Nationwide

Client Coordinator

Meridian, ID · On-site

$17.25 - $23/hr

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

Elase

Client Coordinator

Meridian, ID · On-site

$17.25 - $23/hr

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

TEPHRA

Position Details: ACI Client Partner

Boise, ID · On-site

Associate must have 15+ years experience with minimum 2 years' experience as Client Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

New

Public Consulting Group

Client Service Associate 2

Boise, ID · On-site

$13.75 - $19/hr

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Boise, ID

Client Associate information

See Boise, ID salary details

$17.6K

$48.5K

$71.9K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Boise, ID is $48,506.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,000.00 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 Boise, ID?

The most popular types of Client jobs in Boise, ID are:

What are popular job titles related to Client Associate jobs in Boise, ID?

For Client Associate jobs in Boise, ID, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Boise, ID look for?

The top searched job categories for Client Associate jobs in Boise, ID are:

What cities near Boise, ID are hiring for Client Associate jobs?

Cities near Boise, ID with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Boise, ID as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $48,506 per year, or $23.3 per hour.

Lead Client Servicing Associate - Asset Management

Clearwater Analytics

Boise, ID • On-site

$62K - $85K/yr

Full-time

Posted 4 days ago

Job description

As aLead Client Servicing Associatein Clearwater'sStrategic and Large Asset Management (SLAM)division, you will be a trusted partner to some of Clearwater'slargest, most sophisticated, and fastest-evolving clients- spanning bothasset management and insuranceverticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, while gaining broad exposure to Clearwater's platform includingPRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.

This role suits someone who wants to grow at the intersection ofclient partnership, investment operations, product knowledge, and process innovation- working acrossAlternatives, Reconciliation, Product, Billing, Sales, and Global Deliveryto deliver a seamless client experience.

You will also leverageAI-enabled toolingto streamline processing, accelerate resolution, and identify scalable process improvements.

Key Responsibilities

  • Serve as primary point of contactfor client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.

  • Manage day-to-day servicingacross multiple client entities with strong execution, follow-through, and clear communication.

  • Investigate and resolve issuesusing Clearwater front- and back-office tooling.

  • Perform operational activities: account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.

  • Navigate complex environments- multi-custodian, multi-portfolio, multi-currency - with a focus on data quality and auditability.

  • Support client projectsincluding onboarding, portfolio transitions, custom reporting, and process improvement initiatives.

  • Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.

What You Will Build in This Role

  • Project oversight- coordinating workstreams, managing action items, and driving delivery across stakeholders.

  • Relationship management- building credibility with sophisticated clients as a dependable day-to-day partner.

  • Cross-functional leadership- solving problems and moving initiatives forward across servicing, recon, product, delivery, billing, and sales.

  • Commercial awareness- understanding how servicing excellence drives retention, growth, and client strategy.

  • Platform breadth- broader Clearwater tool exposure than most traditional servicing roles.

Qualifications

  • Bachelor's degreein Finance, Accounting, Economics, Business, or equivalent experience.

  • 2+ years of directly applicable experience (reconciliation, accounting, or finance).

  • Excellent attention to detail, documentation, and organizational skills.

  • Strong communicatorwith confidence engaging a broad range of stakeholders.

  • Strong ownership mindsetand instinct for delivering excellent client outcomes.

  • Comfortable in a fast-paced, high-expectation environmentwhere priorities evolve quickly.

  • Experience supporting large institutional clientsstrongly preferred.

  • Proficiency in Microsoft Office (Excel); Salesforce experience preferred.

  • Familiarity with AI applications and Salesforce CRMpreferred.

Salary Range: $62,000 - $85,000 DOE

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