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Client Associate Jobs in Florence, KY (NOW HIRING)

Hylant

Associate Client Executive (ACE)

Cincinnati, OH · On-site

With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute ...

HUB

Client Specialist

Cincinnati, OH · On-site

The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork, supporting either our ...

HUB

Client Specialist

Cincinnati, OH · On-site

The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork, supporting either our ...

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All JobsClient Associate JobsClient Associate Jobs in Florence, KY

Client Associate information

See Florence, KY salary details

$18.4K

$50.6K

$74.9K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in Florence, KY is $50,580.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,500.00 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 are the most commonly searched types of Client jobs in Florence, KY?

The most popular types of Client jobs in Florence, KY are:

What are popular job titles related to Client Associate jobs in Florence, KY?

For Client Associate jobs in Florence, KY, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Florence, KY look for?

The top searched job categories for Client Associate jobs in Florence, KY are:

What cities near Florence, KY are hiring for Client Associate jobs?

Cities near Florence, KY with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Florence, KY as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $50,580 per year, or $24.3 per hour.

Client Service Associate - Construction Commercial Insurance

Hylant

Cincinnati, OH • On-site

$14 - $19.25/hr

Full-time

Posted 15 days ago

Hylant rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

1st of 315 rated insurance

Job description

The Opportunity:

The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences, knowledge and skills of Hylant client supporting activities designed to prepare for successful transition to a dedicated Commercial Property & Casualty or Employee Benefits client service role.

In This Role You Will Execute On:

  • Develop an understanding and complete adoption of Hylant's servicing tools and processes.
  • Obtain Property & Casualty or Life and Health licensure developing and enhancing knowledge of the insurance marketplace, products, and services.
  • Provide general administrative and document management support to client service teams such as preparation, printing, binding, and distribution of client presentations and other deliverables; run and distribute of reports; and physical and electronic client documentation management
  • Perform data entry and maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, etc.
  • Process and distribute insurance verification requests such as certificates of insurance, identification cards, or similar documentation as requested.
  • Assist in compiling required documents for client renewals and submissions, as directed by appropriate client service team member.
  • Assist in policy/account activities by gathering, compiling and preparing necessary information, and following up & processing documents as directed.
  • Cross train in specialized property & casualty or employee benefits functions to gain a broad awareness of all client service functions.
  • Perform other duties and special projects as requested.

In This Role You Will Need:

  • High School Diploma or equivalent required; associate or bachelor's degree preferred.
  • Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • Ability to organize, plan and prioritize with effective results
  • Intermediate to advanced communication skills, including listening, speaking and writing.
  • Ability to work well in a team environment.
  • Must be legally authorized to work in the United States.



Why Hylant?


Since 1935, Hylant has been a familyowned insurance brokerage built on relationships, trust, and a peoplefirst mindset. We believe great work is rooted in understanding people - our clients, our communities, and each other - and delivering thoughtful solutions that rise above the expected.

Anything But Typical. Everything for You. isn't just a message; it's how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you're more than an employee, you're part of a team that treats one another like family and works together to make a meaningful impact.

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