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Client Associate Jobs in Nampa, ID (NOW HIRING)

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

Client Servicing Associate

Boise, ID · On-site

$54K - $70K/yr

Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in ...

Client Service Associate

Boise, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Client Service Associate 1

Boise, ID · On-site

$13.75 - $19/hr

Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...

Client Delivery Associate

Boise, ID · On-site

$46K - $72K/yr

The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal initiatives and client product ...

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Client Servicing Associate

Boise, ID · On-site

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

Client Servicing Associate

Boise, ID

$13.75 - $19/hr

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...

Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

Client Coordinator

Meridian, ID

$17.25 - $23/hr

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

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Showing results 1-20

Client Associate information

See Nampa, ID salary details

$17.7K

$48.8K

$72.3K

How much do client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client associate in Nampa, ID is $48,784.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $59,300.00 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 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.

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 are the most commonly searched types of Client jobs in Nampa, ID? The most popular types of Client jobs in Nampa, ID are:
What cities near Nampa, ID are hiring for Client Associate jobs? Cities near Nampa, ID with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Nampa, ID as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $48,784 per year, or $23.5 per hour.

Full-time

Re-posted 13 days ago


Job description

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.

  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.

  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.

  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.

  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.

  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.

  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.

  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

  • Assist in training and coaching more junior team members.

Required Skills:

  • Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.

  • Intermediate understanding of fixed income and equity investments.

  • Finance and/or accounting experience preferred.

  • Strong computer skills, including proficiency in Microsoft Office.

  • Excellent attention to detail and strong documentation skills.

  • Outstanding verbal and written communication skills.

  • Strong organizational and interpersonal skills.

  • Exceptional problem-solving abilities.

Education and Experience:

  • Bachelor's degree or higher in Accounting or Financial/Business-related field.

  • 1+ years of relevant experience.