A Client Associate, Registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be ...
A Client Associate, Registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate Registered
Denver, CO · On-site
Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
Denver, CO · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Registered Client Associate
Denver, CO · On-site
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Intake Client Associate
Denver, CO · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Intake Client Associate
Denver, CO · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Client Associate-2
Denver, CO · On-site
$60K - $70K/yr
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This ...
Client Associate-2
Denver, CO · On-site
$60K - $70K/yr
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This ...
Client Associate-2
Denver, CO · On-site
$60K - $70K/yr
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This ...
Client Associate-2
Denver, CO · On-site
$60K - $70K/yr
ROLE DESCRIPTION The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This ...
Wealth Management Client Associate
Boulder, CO · On-site
$25 - $44/hr
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 ...
Wealth Management Client Associate
Boulder, CO · On-site
$25 - $44/hr
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 ...
Wealth Management Client Associate
Boulder, CO · On-site
$25 - $44/hr
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 ...
Wealth Management Client Associate
Boulder, CO · On-site
$25 - $44/hr
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 ...
Client Success Associate, Navigation
Denver, CO · On-site
$64K - $80K/yr
The Client Associate acts as the liaison between clients and cross-functional internal teams, such as service delivery partners, eligibility coordinators, and benefits specialists. Excellent ...
Client Success Associate, Navigation
Denver, CO · On-site
$64K - $80K/yr
The Client Associate acts as the liaison between clients and cross-functional internal teams, such as service delivery partners, eligibility coordinators, and benefits specialists. Excellent ...
Private Wealth Management Registered Client Service Associate
Denver, CO · On-site
$34K - $85K/yr
Registered 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 ...
Private Wealth Management Registered Client Service Associate
Denver, CO · On-site
$34K - $85K/yr
Registered 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 ...
Private Wealth Management Registered Client Service Associate
Denver, CO · On-site
$34K - $85K/yr
Registered 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 ...
Private Wealth Management Registered Client Service Associate
Denver, CO · On-site
$34K - $85K/yr
Registered 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 ...
Client Services Associate
Boulder, CO · On-site
Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...
Client Services Associate
Boulder, CO · On-site
Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...
Client Services Associate
Boulder, CO · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
Boulder, CO · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Our Associate Registered Representative are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to ...
Quick apply
Our Associate Registered Representative are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
Hudson, CO · On-site
$16.54 - $22.67/hr
Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...
Client Services Associate
Hudson, CO · On-site
$16.54 - $22.67/hr
Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...
Our Associate Registered Representative are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to ...
Quick apply
Our Associate Registered Representative are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to ...
Client Services Associate
Hudson, CO · On-site
$16.54 - $22.67/hr
As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...
Client Services Associate
Hudson, CO · On-site
$16.54 - $22.67/hr
As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...
Client Associate information
See Denver, CO salary details
$19K - $24.4K
3% of jobs
$24.4K - $29.7K
1% of jobs
$29.7K - $35K
9% of jobs
$35K - $40.4K
6% of jobs
$42.2K is the 25th percentile. Wages below this are outliers.
$40.4K - $45.7K
16% of jobs
$45.7K - $51K
11% of jobs
The median wage is $52.9K / yr.
$51K - $56.4K
11% of jobs
$56.4K - $61.7K
14% of jobs
$63.1K is the 75th percentile. Wages above this are outliers.
$61.7K - $67K
15% of jobs
$67K - $72.4K
11% of jobs
$72.4K - $77.7K
3% of jobs
$19K
$52.5K
$77.7K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
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.

Full-time
Re-posted 29 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
A Client Associate, Registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered.
Applications for this role can be submitted until August 15, 2026.
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