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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
New
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 ...
New
Back 27d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
Back 27d Private Client Associate - Private Banking CLE #23-9087 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
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 ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OH
Chardon, OH · On-site
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OH
Chardon, OH · On-site
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Quick apply
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts ...
KPB Sr Client Service Associate
Brooklyn, OH · Hybrid
$27.40 - $41.83/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...
KPB Sr Client Service Associate
Brooklyn, OH · Hybrid
$27.40 - $41.83/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...
KPB Sr Client Service Associate
Brooklyn, OH · Hybrid
$27.40 - $41.83/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...
KPB Sr Client Service Associate
Brooklyn, OH · Hybrid
$27.40 - $41.83/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and ...
Investment Associate, FINRA Registered
Brooklyn, OH · On-site
$23.08 - $34.62/hr
Reviewing client requests, accounts and determining appropriate resolution. * Recognize and report sales opportunities. * Client contact regarding Required Minimum Distributions. * Develop and ...
Investment Associate, FINRA Registered
Brooklyn, OH · On-site
$23.08 - $34.62/hr
Reviewing client requests, accounts and determining appropriate resolution. * Recognize and report sales opportunities. * Client contact regarding Required Minimum Distributions. * Develop and ...
Client Services Associate
Cleveland, OH · On-site +1
Description The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within ...
Client Services Associate
Cleveland, OH · On-site +1
Description The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within ...
Investment Associate, FINRA Registered
Brooklyn, OH · Hybrid
$23.08 - $34.62/hr
Reviewing client requests, accounts and determining appropriate resolution. * Recognize and report sales opportunities. * Client contact regarding Required Minimum Distributions. * Develop and ...
Investment Associate, FINRA Registered
Brooklyn, OH · Hybrid
$23.08 - $34.62/hr
Reviewing client requests, accounts and determining appropriate resolution. * Recognize and report sales opportunities. * Client contact regarding Required Minimum Distributions. * Develop and ...
Client Associate information
See Cleveland, OH salary details
$17.9K - $23K
3% of jobs
$23K - $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 - $43.1K
16% of jobs
$43.1K - $48.1K
11% of jobs
The median wage is $49.9K / yr.
$48.1K - $53.1K
11% of jobs
$53.1K - $58.1K
14% of jobs
$59.5K is the 75th percentile. Wages above this are outliers.
$58.1K - $63.2K
15% of jobs
$63.2K - $68.2K
11% of jobs
$68.2K - $73.2K
3% of jobs
$17.9K
$49.4K
$73.2K
How much do client associate jobs pay per year?
As of May 28, 2026, the average yearly pay for client associate in Cleveland, OH is $49,427.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
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 are Client Associates?
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 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 Cleveland, OH? The most popular types of Client jobs in Cleveland, OH are:
What are popular job titles related to Client Associate jobs in Cleveland, OH? For Client Associate jobs in Cleveland, OH, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Cleveland, OH look for? The top searched job categories for Client Associate jobs in Cleveland, OH are:
What cities near Cleveland, OH are hiring for Client Associate jobs? Cities near Cleveland, OH with the most Client Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 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
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