Client Associate
Buffalo, NY · 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
Buffalo, NY · 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
Buffalo, NY · 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
Buffalo, NY · 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 Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
New
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
New
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
New
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
New
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Onboarding Associate Analyst
Getzville, NY · On-site
$55K - $68K/yr
The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Client Service Associate
Buffalo, NY · On-site
$35K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Virtual Client Support Associate
Buffalo, NY · On-site
$17 - $23.25/hr
Deliver a professional, client-first experience * Participate in training, mentorship, and development sessions Why People Apply * 100% remote -- work from anywhere in the U.S. * Flexible scheduling ...
Virtual Client Support Associate
Buffalo, NY · On-site
$17 - $23.25/hr
Deliver a professional, client-first experience * Participate in training, mentorship, and development sessions Why People Apply * 100% remote -- work from anywhere in the U.S. * Flexible scheduling ...
Client Manager- First Line Client Specialist Hybrid
Getzville, NY · On-site
$61K - $85K/yr
First Line Client Specialist Exciting opportunity to grow your career. First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability ...
Client Manager- First Line Client Specialist Hybrid
Getzville, NY · On-site
$61K - $85K/yr
First Line Client Specialist Exciting opportunity to grow your career. First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability ...
Client Service Representative
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE REPRESENTATIVE ...
Client Service Representative
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE REPRESENTATIVE ...
Client Service Representative
Amherst, NY · On-site
$14.75 - $20/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE REPRESENTATIVE ...
Client Service Representative
Amherst, NY · On-site
$14.75 - $20/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE REPRESENTATIVE ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
North Tonawanda, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
North Tonawanda, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Williamsville, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Williamsville, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Cheektowaga, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Cheektowaga, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Buffalo, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Client Associate information
See Buffalo, NY salary details
$17.9K - $22.9K
3% of jobs
$22.9K - $28K
1% of jobs
$28K - $33K
9% of jobs
$33K - $38K
6% of jobs
$39.8K is the 25th percentile. Wages below this are outliers.
$38K - $43K
16% of jobs
$43K - $48K
11% of jobs
The median wage is $49.8K / yr.
$48K - $53.1K
11% of jobs
$53.1K - $58.1K
14% of jobs
$59.4K is the 75th percentile. Wages above this are outliers.
$58.1K - $63.1K
15% of jobs
$63.1K - $68.1K
11% of jobs
$68.1K - $73.1K
3% of jobs
$17.9K
$49.4K
$73.1K
How much do client associate jobs pay per year?
As of Sep 1, 2026, the average yearly pay for client associate in Buffalo, NY is $49,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $60,100.00 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 Buffalo, NY?
The most popular types of Client jobs in Buffalo, NY are:
What are popular job titles related to Client Associate jobs in Buffalo, NY?
For Client Associate jobs in Buffalo, NY, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Buffalo, NY look for?
The top searched job categories for Client Associate jobs in Buffalo, NY are:
What cities near Buffalo, NY are hiring for Client Associate jobs?
Cities near Buffalo, NY with the most Client Associate job openings:
Full-time
Re-posted 12 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 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
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