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Client Associate Jobs in Cranston, RI (NOW HIRING)

W3Global Inc.

Associate Attorney

North Providence, RI

$70K - $230K/yr

Responsibilities include client intake, case assessment, developing case strategies and providing ... associate to assist senior attorneys with litigation files, including attending court hearings ...

LVMH

Operations Associate - Flex

Mansfield, MA · On-site

$19.80 - $22.90/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

KAGR LLC

Platform Delivery Associate

Foxboro, MA · On-site

$18 - $21/hr

Lead client delivery lifecycle and scrum ceremonies across cross-functional teams, managing backlog, priorities, and sprint planning to ensure timely, high-quality execution. Clearly articulate ...

Noor WFS

Warehouse Associate

Franklin, MA

$16/hr

Now Hiring Warehouse Associate in Franklin, MA On behalf of our client, Noor Workforce Solutions is currently seeking reliable and motivated Warehouse Associates to join our client's team in Franklin ...

Eastern Bank

Service Associate I

East Greenwich, RI · On-site

$22/hr

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously ...

Eastern Bank

Service Associate I

East Greenwich, RI

$22/hr

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously ...

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All JobsClient Associate JobsClient Associate Jobs in Cranston, RI

Client Associate information

See Cranston, RI salary details

$18.1K

$49.8K

$73.8K

How much do client associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for client associate in Cranston, RI is $49,847.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,600.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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.

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 job categories do people searching Client Associate jobs in Cranston, RI look for? The top searched job categories for Client Associate jobs in Cranston, RI are:
What cities near Cranston, RI are hiring for Client Associate jobs? Cities near Cranston, RI with the most Client Associate job openings:
Client Associate jobs near you
Personal Lines Senior Client Manager

Personal Lines Senior Client Manager

World Insurance Associates LLC

Warwick, RI • On-site

$55K - $75K/yr

Full-time

Retirement

Posted 18 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

168th of 281 rated insurance

Job description

Company Overview
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.
Position Summary
  • Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
  • Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.
  • May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.

Primary Responsibilities
Primary Activities (60% or more of time)
  • Evaluates exposures and renewal quote
  • Review upcoming renewals and determine which accounts warrant remarket
  • Make coverage recommendations
  • Utilize comparative rater tool to obtain quotes
  • Transact agency billing (where applicable)
  • Obtain signed binding and notifies carriers
  • Reviews binding documents for accuracy
  • Contract Reviews
  • Responsible for rounding out accounts and "Selling all of World"

Other Responsibilities, as applicable
  • Setup and maintain accurate account details, contacts, and policy information in EPIC
  • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
  • Attach, organize, and name documents in EPIC
  • Initiate endorsements, proofs of insurance and invoices
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
  • Create activities in EPIC and assign to applicable team member
  • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience
  • 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications
  • Must hold state Property & Casualty insurance license

Essential Skills/Competencies
  • Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.
  • Able to understand new technology platforms quickly
  • Proficient in agency management systems and carrier sites
  • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
  • Able to work in a team environment. Easily gains the trust and support of peers.
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
  • Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
  • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education
  • High School Diploma or Equivalent

Physical Demands
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are 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, WIA 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 our 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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