Client Associate
Northbrook, IL · On-site
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 ...
Northbrook, IL · On-site
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 ...
Northbrook, IL · On-site
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 ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Through regular interactions with clients, individuals in this role build trusted ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Through regular interactions with clients, individuals in this role build trusted ...
Northbrook, IL · On-site
$65K - $85K/yr
Your role 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 ...
Northbrook, IL · On-site
$65K - $85K/yr
Your role 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 ...
Northbrook, IL · On-site
$65K - $85K/yr
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Through regular interactions with clients, individuals in this role build trusted ...
Northbrook, IL · On-site
$65K - $85K/yr
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Through regular interactions with clients, individuals in this role build trusted ...
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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
Great Lakes, IL · On-site
$25/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 ...
Great Lakes, IL · On-site
$25/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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
Northbrook, IL · On-site
$14.75 - $20.25/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 ...
Northbrook, IL · On-site
$14.75 - $20.25/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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
Northbrook, IL · Remote
$50K - $60K/yr
Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties ...
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Northbrook, IL · Remote
$50K - $60K/yr
Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties ...
Northbrook, IL · On-site +1
$50K - $60K/yr
Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties ...
Northbrook, IL · On-site +1
$50K - $60K/yr
Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties ...
Schaumburg, IL · On-site
$14.75 - $16.25/hr
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Schaumburg, IL · On-site
$14.75 - $16.25/hr
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
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 ...
Northbrook, IL · 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 ...
Northbrook, IL · 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 ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
The Associate Client Representative will manage the client relationship, from the original sale through continued weekly maintenance, serving as "One Point of Contact" for clients of the Maintenance ...
$17.8K - $22.7K
3% of jobs
$22.7K - $27.7K
1% of jobs
$27.7K - $32.7K
9% of jobs
$32.7K - $37.7K
6% of jobs
$39.4K is the 25th percentile. Wages below this are outliers.
$37.7K - $42.6K
16% of jobs
$42.6K - $47.6K
11% of jobs
The median wage is $49.3K / yr.
$47.6K - $52.6K
11% of jobs
$52.6K - $57.5K
14% of jobs
$58.9K is the 75th percentile. Wages above this are outliers.
$57.5K - $62.5K
15% of jobs
$62.5K - $67.5K
11% of jobs
$67.5K - $72.5K
3% of jobs
$17.8K
$48.9K
$72.5K
| 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
Posted 26 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
14th of 150 rated banks
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
Part-time (20 hours/week)
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.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH