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Client Associate Jobs in Catskill, NY (NOW HIRING)

Tax Associate

Kingston, 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

Kingston, 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

East Greenbush, 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

New Paltz, 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

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

Catskill, 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

Hudson, 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

West Coxsackie, 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

Great Barrington, MA · 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

Red Hook, NY · On-site

$15.90 - $19.70/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 ...

Sales Associate

Kingston, NY · On-site

$13.25 - $18/hr

Role Description The Sales Associate is responsible for generating new business, managing client relationships, and supporting the full sales cycle for contract manufacturing services. This role ...

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Showing results 21-40

Client Associate information

See Catskill, NY salary details

$17.5K

$48.2K

$71.4K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Catskill, NY is $48,208.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $58,600.00 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 Catskill, NY are hiring for Client Associate jobs?

Cities near Catskill, NY with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Catskill, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $48,208 per year, or $23.2 per hour.

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago


World Insurance Associates rating

7.8

Company rating: 7.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

196th of 315 rated insurance


Job description

Description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Associate Producer
Position Overview
The Associate Producer Program is designed for high-potential professionals ready to launch a successful career in insurance sales and business development. Through structured training, licensing support, mentorship, and hands-on prospecting experience, Associate Producers develop the skills, habits, and industry expertise necessary to progress into a validated Producer role.

This is an entry-level sales position ideal for motivated individuals who are competitive, coachable, resilient, and eager to build relationships. Associate Producers work alongside experienced Producers and mentors to identify new business opportunities, develop sales pipelines, and gain exposure to client-facing activities while building a foundation for long-term success within the organization.
Primary Responsibilities

  • Identify, prospect, and cultivate new business opportunities through cold calling, networking, referrals, and in-person meetings.
  • Develop and maintain a consistent prospecting strategy to build a qualified sales pipeline.
  • Complete all required licensing, onboarding, producer school, and sales training programs.
  • Leverage HubSpot and other sales tools to document activities, manage opportunities, and track pipeline progress.
  • Shadow experienced Producers during prospect, client, and carrier meetings to gain practical industry knowledge.
  • Build and maintain relationships with prospective clients while delivering a professional and consultative sales approach.
  • Learn commercial insurance, risk management, employee benefits, and related solutions offered through World's platform.
  • Collaborate with mentors and internal specialists to develop client-focused solutions.
  • Achieve established activity, pipeline, and production goals throughout the program.
  • Progress toward independent management of client relationships and sales opportunities.

Qualifications

  • Bachelor's degree preferred or equivalent business development, sales, or professional experience.
  • Strong desire to build a career in sales, insurance, and risk management.
  • Competitive, disciplined, and goal-oriented mindset.
  • Comfortable with outbound prospecting, cold calling, networking, and handling rejection.
  • Excellent verbal, written, presentation, and interpersonal communication skills.
  • Ability to build relationships and establish credibility with prospective clients.
  • Self-motivated with strong organizational and time-management skills.
  • Coachable and receptive to feedback and ongoing development.
  • Proficiency with Microsoft Office applications and CRM systems; HubSpot experience is a plus.
  • Willingness to participate in ongoing training, mentorship, and professional development programs.

Compensation & Benefits

At World Insurance, we believe high performance should be rewarded. As an Associate Producer, you'll receive a competitive compensation package that includes a base salary, commission opportunities, and a comprehensive benefits program. Benefits include medical, dental, vision, as well as a 401(k) plan with immediate vesting.

The anticipated base salary range for this position is $60,000 to $80,000, determined by factors including geographic location, relevant experience, demonstrated sales success. As you build your book of business, expand client relationships, and drive revenue growth, your earning potential can increase significantly, with the opportunity to exceed the stated salary range.

Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.


TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.


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