The Registered Client Associate plays a vital role in the success of our Private Client Group, serving as a trusted partner to Financial Consultants and a key point of contact for clients. This ...
The Registered Client Associate plays a vital role in the success of our Private Client Group, serving as a trusted partner to Financial Consultants and a key point of contact for clients. This ...
... 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 ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN · On-site
The Client Services Analyst is responsible for providing first and second level technical support ... clients, communities and associates unlock their full potential with capital and counsel.
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As aCash Management Associate. you'll be the friendly, knowledgeable voice supporting ...
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As aCash Management Associate. you'll be the friendly, knowledgeable voice supporting ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Client Support Specialist
$16.25 - $21.75/hr
Qualifications Associate or Bachelor's degree preferred. Experience in payroll/HRIS support or ... Client satisfaction survey > 95%. Number of support tickets resolved per quarter.
Client Support Specialist
$16.25 - $21.75/hr
Qualifications Associate or Bachelor's degree preferred. Experience in payroll/HRIS support or ... Client satisfaction survey > 95%. Number of support tickets resolved per quarter.
Client Support Specialist
Memphis, TN · On-site
$16.25 - $21.75/hr
Essential Duties & Responsibilities • Respond to client support tickets via helpdesk. • ... Qualifications • Associate or Bachelor's degree preferred. • Experience in payroll/HRIS support ...
Client Support Specialist
Memphis, TN · On-site
$16.25 - $21.75/hr
Essential Duties & Responsibilities • Respond to client support tickets via helpdesk. • ... Qualifications • Associate or Bachelor's degree preferred. • Experience in payroll/HRIS support ...
Client Service Coordinator
Memphis, TN · Remote
$55K - $60K/yr
High school diploma or equivalent required; associate or bachelor's degree preferred * Previous experience in client services, customer support, or a similar role, preferably in the security or ...
Quick apply
Client Service Coordinator
Memphis, TN · Remote
$55K - $60K/yr
High school diploma or equivalent required; associate or bachelor's degree preferred * Previous experience in client services, customer support, or a similar role, preferably in the security or ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
100 Raymond James & Associates, Inc. is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment holdings analyses with client portfolios. Under supervision, you ...
New
100 Raymond James & Associates, Inc. is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment holdings analyses with client portfolios. Under supervision, you ...
New
100 Raymond James & Associates, Inc. is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment holdings analyses with client portfolios. Under supervision, you ...
New
100 Raymond James & Associates, Inc. is seeking a Financial Analyst to support portfolio analytics, asset allocation, and investment holdings analyses with client portfolios. Under supervision, you ...
New
This role offers exposure to trading support, portfolio operations, client service, account ... Trading & Operations Associate Position Summary * Detail-oriented operations professional to ...
Quick apply
This role offers exposure to trading support, portfolio operations, client service, account ... Trading & Operations Associate Position Summary * Detail-oriented operations professional to ...
Client Associate information
See Memphis, TN salary details
$19.2K - $24.6K
3% of jobs
$24.6K - $30K
1% of jobs
$30K - $35.4K
9% of jobs
$35.4K - $40.8K
6% of jobs
$42.7K is the 25th percentile. Wages below this are outliers.
$40.8K - $46.2K
16% of jobs
$46.2K - $51.6K
11% of jobs
The median wage is $53.4K / yr.
$51.6K - $56.9K
11% of jobs
$56.9K - $62.3K
14% of jobs
$63.8K is the 75th percentile. Wages above this are outliers.
$62.3K - $67.7K
15% of jobs
$67.7K - $73.1K
11% of jobs
$73.1K - $78.5K
3% of jobs
$19.2K
$53K
$78.5K
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.

Job description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.
- Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.
- Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve.
- Respond to customer requests, provide information and resolve problems.
- Perform miscellaneous duties such as type correspondence and documents; answer telephones and take messages; greet visitors; make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
- Perform other tasks as assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree in Accounting, Marketing, Business Administration, Finance, or a related field
- 12-18 months of prior industry experience
- Equivalent combination of education and experience.
KNOWLEDGE, SKILLS AND ABILITIES
- Excellent verbal, written and organizational skills
- Attention to detail with emphasis on accuracy and quality
- Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
- Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
- Establish and maintain effective working relationships at all levels of the organization
- Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required
- Ability to maintain confidentiality
- Experience with Travel and Transport preferred
- Demonstrated reliability in attendance and work performance
- Ability to work overtime as required
CERTIFICATES, LICENSES, REGISTRATIONS
- SIE - Securities Industry Essentials
- Series 7 - General Securities Representative
- Series 63 - State Law Exam or Series 66 - Combined State Law
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.