Client Associate
Troy, MI · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Troy, MI · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Troy, MI · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Birmingham, MI · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
Birmingham, MI · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
Birmingham, MI · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
Birmingham, MI · On-site
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
Birmingham, MI · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
Birmingham, MI · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Troy, MI · On-site
$14 - $16.25/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 ...
Troy, MI · On-site
$14 - $16.25/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 ...
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 ...
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 ...
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 ...
Bloomfield Hills, MI · On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and ...
Bloomfield Hills, MI · On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and ...
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, In-Office (Monday-Friday) Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both ...
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, In-Office (Monday-Friday) Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both ...
The Wealth Management Client and Administrative Associate will play a pivotal role in delivering exceptional administrative support to the CEO, advisors, and clients of Advanced Wealth Strategies ...
The Wealth Management Client and Administrative Associate will play a pivotal role in delivering exceptional administrative support to the CEO, advisors, and clients of Advanced Wealth Strategies ...
Plymouth, MI · On-site
Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In ...
Plymouth, MI · On-site
Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In ...
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
The Registered Medication Associate is a Culture Ambassador who will model the core values of the company, leading by example, and ensure all team members exemplify the core values of the company ...
The Registered Medication Associate is a Culture Ambassador who will model the core values of the company, leading by example, and ensure all team members exemplify the core values of the company ...
New Baltimore, MI Registered Medication Associate (RMA) Role The Registered Medication Associate (RMA) role provides high quality care and services to meet the overall needs of residents in a caring ...
New Baltimore, MI Registered Medication Associate (RMA) Role The Registered Medication Associate (RMA) role provides high quality care and services to meet the overall needs of residents in a caring ...
$18.3K - $23.4K
3% of jobs
$23.4K - $28.6K
1% of jobs
$28.6K - $33.7K
9% of jobs
$33.7K - $38.8K
6% of jobs
$40.6K is the 25th percentile. Wages below this are outliers.
$38.8K - $44K
16% of jobs
$44K - $49.1K
11% of jobs
The median wage is $50.9K / yr.
$49.1K - $54.2K
11% of jobs
$54.2K - $59.4K
14% of jobs
$60.7K is the 75th percentile. Wages above this are outliers.
$59.4K - $64.5K
15% of jobs
$64.5K - $69.6K
11% of jobs
$69.6K - $74.7K
3% of jobs
$18.3K
$50.5K
$74.7K
| 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.

Other
This job post has expired 1 day ago. Applications are no longer accepted.
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Are you service oriented. Do you know how to take care of people?
We're looking for a Full-Time 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
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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.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH