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 ...
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 ...
Client Associate
Cleveland, OH · 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 ...
Client Associate
Cleveland, OH · 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 ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/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 ...
Part Time Seasonal Client Associate - Pinecrest OH
$14.50 - $16.50/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 ...
Private Client Associate - Private Banking CLE
North Canton, OH · On-site
$13 - $17.75/hr
Summary The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. Essential Duties and ...
Private Client Associate - Private Banking CLE
North Canton, OH · On-site
$13 - $17.75/hr
Summary The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. Essential Duties and ...
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 ...
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Investment Associate - FINRA Registered
Cleveland, OH · Hybrid
$23.08 - $34.62/hr
Client contact regarding Required Minimum Distributions. Develop and maintain strong working relationship with clients, sales force and team members. MARGINAL OR PERIPHERAL FUNCTIONS: Perform ...
Investment Associate - FINRA Registered
Cleveland, OH · Hybrid
$23.08 - $34.62/hr
Client contact regarding Required Minimum Distributions. Develop and maintain strong working relationship with clients, sales force and team members. MARGINAL OR PERIPHERAL FUNCTIONS: Perform ...
KPB Client Service Associate (IM&T)
$25 - $38.46/hr
Client Service Associate Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ...
KPB Client Service Associate (IM&T)
$25 - $38.46/hr
Client Service Associate Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ...
KPB Client Service Associate (IM&T)
Cleveland, OH · Hybrid
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales ...
New
KPB Client Service Associate (IM&T)
Cleveland, OH · Hybrid
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales ...
New
Client Service Associate
$50K - $55K/yr
Client Service Associate Park 6 Logistic is a forward-thinking logistics and distribution company committed to delivering efficient, reliable, and scalable solutions for businesses nationwide. We ...
Client Service Associate
$50K - $55K/yr
Client Service Associate Park 6 Logistic is a forward-thinking logistics and distribution company committed to delivering efficient, reliable, and scalable solutions for businesses nationwide. We ...
Client Service Associate
$13.75 - $19.25/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...
Client Service Associate
$13.75 - $19.25/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...
Client Service Associate
Akron, OH · On-site
$13.75 - $19.25/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...
Client Service Associate
Akron, OH · On-site
$13.75 - $19.25/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team in Akron, OH. In this role, you will support daily client operations, maintain high standards of ...
Client Service Associate
Akron, OH · On-site
$50K - $55K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...
Client Service Associate
Akron, OH · On-site
$50K - $55K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...
Client Service Associate
$50K - $55K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...
Client Service Associate
$50K - $55K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their ...
KPB Client Service Associate
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
KPB Client Service Associate
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity:
The Associate Client Executive (ACE) program is a unique opportunity to continue your insurance sales training and development journey in a supportive and collaborative environment. The Opportunity:
Client Associate information
See Kent, OH salary details
$16.9K - $21.6K
3% of jobs
$21.6K - $26.3K
1% of jobs
$26.3K - $31K
9% of jobs
$31K - $35.8K
6% of jobs
$37.4K is the 25th percentile. Wages below this are outliers.
$35.8K - $40.5K
16% of jobs
$40.5K - $45.2K
11% of jobs
The median wage is $46.9K / yr.
$45.2K - $49.9K
11% of jobs
$49.9K - $54.7K
14% of jobs
$55.9K is the 75th percentile. Wages above this are outliers.
$54.7K - $59.4K
15% of jobs
$59.4K - $64.1K
11% of jobs
$64.1K - $68.8K
3% of jobs
$16.9K
$46.5K
$68.8K
How much do client associate jobs pay per year?
As of Jun 10, 2026, the average yearly pay for client associate in Kent, OH is $46,470.00, 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.
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 are Client Associates?
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, and why are they important?
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.
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.
What job categories do people searching Client Associate jobs in Kent, OH look for? The top searched job categories for Client Associate jobs in Kent, OH are:
What cities near Kent, OH are hiring for Client Associate jobs? Cities near Kent, OH with the most Client Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people. This role is designed for someone interested in building a long term career on an established advisory team.
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
act as a primary service contact for assigned client relationships
anticipate client needs and resolve issues independently when appropriate
escalate complex issues with clear recommendations and context
partnering more closely with advisors on proactive client outreach
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