Does financial data excite you? We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the ...
Does financial data excite you? We're looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the ...
Corporate Client Associate
Dallas, TX · On-site
$65K - $85K/yr
We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...
Corporate Client Associate
Dallas, TX · On-site
$65K - $85K/yr
We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...
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 ...
Seasonal Client Associate - Northpark
Dallas, TX · On-site
$14.75 - $17/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 ...
Seasonal Client Associate - Northpark
Dallas, TX · On-site
$14.75 - $17/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 ...
Part Time Client Associate - Shops at Legacy
Plano, TX · On-site
$14 - $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 ...
Part Time Client Associate - Shops at Legacy
Plano, TX · On-site
$14 - $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 ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Director, Client Relations
Coppell, TX · Remote
$125K - $135K/yr
Demonstrate a high level of diplomacywhen handling difficult client discussions and influencing client/associate behaviors. * Proficient Financial Acumen knowledge * Proficientwrittencommunication ...
New
Director, Client Relations
Coppell, TX · Remote
$125K - $135K/yr
Demonstrate a high level of diplomacywhen handling difficult client discussions and influencing client/associate behaviors. * Proficient Financial Acumen knowledge * Proficientwrittencommunication ...
New
Client Services Associate
Frisco, TX · On-site
The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to ...
Client Services Associate
Frisco, TX · On-site
The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to ...
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Quick apply
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
We are seeking a motivated Associate Client Partner to join our Client Partnership team and support the growth and health of our client relationships, with a particular focus on contract renewal ...
Quick apply
We are seeking a motivated Associate Client Partner to join our Client Partnership team and support the growth and health of our client relationships, with a particular focus on contract renewal ...
Client Associate information
See McKinney, TX salary details
$17.2K - $22K
3% of jobs
$22K - $26.8K
1% of jobs
$26.8K - $31.6K
9% of jobs
$31.6K - $36.4K
6% of jobs
$38.1K is the 25th percentile. Wages below this are outliers.
$36.4K - $41.2K
16% of jobs
$41.2K - $46K
11% of jobs
The median wage is $47.7K / yr.
$46K - $50.8K
11% of jobs
$50.8K - $55.6K
14% of jobs
$56.9K is the 75th percentile. Wages above this are outliers.
$55.6K - $60.5K
15% of jobs
$60.5K - $65.3K
11% of jobs
$65.3K - $70.1K
3% of jobs
$17.2K
$47.3K
$70.1K
How much do client associate jobs pay per year?
As of Jul 27, 2026, the average yearly pay for client associate in McKinney, TX is $47,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $57,500.00 per year, depending on experience, location, and employer.
What jobs pay 4000 a week without a degree?
A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.
Is a client service associate a good job?
A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.
What does a client associate do?
A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.
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.
Is Associate the lowest position?
In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.
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 are the most commonly searched types of Client jobs in McKinney, TX? The most popular types of Client jobs in McKinney, TX are:
What are popular job titles related to Client Associate jobs in McKinney, TX? For Client Associate jobs in McKinney, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in McKinney, TX look for? The top searched job categories for Client Associate jobs in McKinney, TX are:
What cities near McKinney, TX are hiring for Client Associate jobs? Cities near McKinney, TX with the most Client Associate job openings:
Other
Posted 18 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 170 rated banks
Job description
Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Registered Client Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
provide support for client relationship building and business development activities
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
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