ZipRecruiter

Log In

1

Client Associate Jobs in Independence, MO (NOW HIRING)

AO Globe Life

Client Relationship Associate

Kansas City, MO · On-site +1

$90K - $119K/yr

AO Globe Life is hiring Client Relationship Associates to connect with prospective clients and provide education around life, accident, and supplemental health insurance solutions. This role is a ...

SS&C

Associate Client Relations Specialist

Kansas City, MO · Hybrid

$39K - $48K/yr

Associate, Client Relations Specialist Locations: Kansas City, MO - Hybrid About the Role Associate will be responsible for supporting various specialized client requests and handles escalated ...

Posted today

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Independence, MO

Client Associate information

See Independence, MO salary details

$16.9K

$46.5K

$68.8K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in Independence, MO is $46,467.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $56,500.00 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 cities near Independence, MO are hiring for Client Associate jobs?

Cities near Independence, MO with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Independence, MO as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $46,467 per year, or $22.3 per hour.

Client Associate / Registered Client Associate

Emerald Legacy Advisors

Kansas City, MO • On-site

Other

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

Emerald Legacy Advisors is looking for a Client Associate or a Registered Client Associate starting January 2nd 2027.


Responsibilities

  • Demonstrate a client-first approach as you schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a professional and collaborative environment.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
  • Plan office events and maintain marketing materials.
  • Manage office accounts payable.

 

Qualifications

  • Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred)
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
  • Life, Variable Life, and Variable Annuity insurance licensed or the willingness to get licensed within 12 months of hire.
  • This is a very analytical as well as client facing role; you must be able to balance organizational skills and attention to detail with strong soft skills like verbal and written communication, people, and client service abilities.


Benefits

  • Pay type: Salary
  • Paid time off
  • 10 stock market holidays each year
  • M-F hours: 8:30am-4:30pm
  • Allocated number of work from home days per year
  • Health insurance stipend
  • Paid Parental Leave
  • Simple IRA match
  • Professional development assistance: Your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your financial career in a way that matters to you. 


Apply