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 ...
Registered Client Associate
$45K - $70K/yr
As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.
Registered Client Associate
$45K - $70K/yr
As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.
Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.
Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.
Client Associate
Boston, MA · On-site
$45K - $110K/yr
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 ...
Client Associate
Boston, MA · On-site
$45K - $110K/yr
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 ...
Client Associate
Boston, MA · On-site +1
$45K - $110K/yr
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 ...
Client Associate
Boston, MA · On-site +1
$45K - $110K/yr
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 ...
Client Associate
Boston, MA · On-site
$45K - $90K/yr
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 ...
Client Associate
Boston, MA · On-site
$45K - $90K/yr
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 ...
Client Associate
Boston, MA · Hybrid
$45K - $90K/yr
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 ...
Client Associate
Boston, MA · Hybrid
$45K - $90K/yr
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 ...
Corporate Client Associate
Boston, MA · Remote
Corporate Client Associate Position Title: Corporate Client Associate Department: Corporate Partnerships Location: Remote-First / Global Team Reports To: Corporate Client Manager Collaborates With ...
Corporate Client Associate
Boston, MA · Remote
Corporate Client Associate Position Title: Corporate Client Associate Department: Corporate Partnerships Location: Remote-First / Global Team Reports To: Corporate Client Manager Collaborates With ...
Client Services Associate
Waltham, MA · On-site
Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing boutique wealth ...
Client Services Associate
Waltham, MA · On-site
Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA About the Company: Our client is a well-established and growing boutique wealth ...
Wealth Client Service Team Lead
Boston, MA · On-site
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Wealth Client Service Team Lead
Boston, MA · On-site
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Wealth Client Service Team Lead
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Wealth Client Service Team Lead
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Wealth Client Service Team Lead
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Wealth Client Service Team Lead
$86K - $144K/yr
Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/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 ...
Registered Wealth Management Client Associate
Westborough, MA · On-site
$25 - $45/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 ...
Registered Wealth Management Client Associate
Westborough, MA · On-site
$25 - $45/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 ...
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 ...
Registered Wealth Management Client Associate
Westborough, MA · On-site
$25 - $45/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 ...
Registered Wealth Management Client Associate
Westborough, MA · On-site
$25 - $45/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 ...
Registered Wealth Management Client Associate
Wellesley, MA · On-site
$25 - $45/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 ...
Registered Wealth Management Client Associate
Wellesley, MA · On-site
$25 - $45/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 ...
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 ...
Client Associate information
See Franklin, MA salary details
$18.7K - $23.9K
3% of jobs
$23.9K - $29.2K
1% of jobs
$29.2K - $34.4K
9% of jobs
$34.4K - $39.6K
6% of jobs
$41.5K is the 25th percentile. Wages below this are outliers.
$39.6K - $44.9K
16% of jobs
$44.9K - $50.1K
11% of jobs
The median wage is $52K / yr.
$50.1K - $55.4K
11% of jobs
$55.4K - $60.6K
14% of jobs
$62K is the 75th percentile. Wages above this are outliers.
$60.6K - $65.8K
15% of jobs
$65.8K - $71.1K
11% of jobs
$71.1K - $76.3K
3% of jobs
$18.7K
$51.5K
$76.3K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
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.

UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
14th of 150 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
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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