Handles over all client relationships and provides service to clients via telephone, direct interaction and/or written correspondence, handling/executing client requests for account related ...
Handles over all client relationships and provides service to clients via telephone, direct interaction and/or written correspondence, handling/executing client requests for account related ...
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 · 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 · 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 · 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 ...
ACI Client Partner
Boise, ID · On-site
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
ACI Client Partner
Boise, ID · On-site
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 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 · 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 ...
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 ...
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 ...
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 ...
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
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
Lead Client Servicing Associate - Asset Management
Boise, ID · On-site
$62K - $85K/yr
Lead Client Servicing Associate As a Lead Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater ...
Lead Client Servicing Associate - Asset Management
Boise, ID · On-site
$62K - $85K/yr
Lead Client Servicing Associate As a Lead Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows ...
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Sr. Client Portfolio Manager
$188K - $282K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
Sr. Client Portfolio Manager
$188K - $282K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
Work From Home - Client Services Associate
Boise, ID · On-site +1
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 ...
Work From Home - Client Services Associate
Boise, ID · On-site +1
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 ...
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 ...
Lead Client Servicing Associate
$17.25 - $21/hr
Lead 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 ...
Lead Client Servicing Associate
$17.25 - $21/hr
Lead 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 ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Lead 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 ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Lead 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 ...
Client Associate information
See Nampa, ID salary details
$17.2K - $22K
3% of jobs
$22K - $26.8K
1% of jobs
$26.8K - $31.6K
9% of jobs
$31.6K - $36.5K
6% of jobs
$38.1K is the 25th percentile. Wages below this are outliers.
$36.5K - $41.3K
16% of jobs
$41.3K - $46.1K
11% of jobs
The median wage is $47.8K / yr.
$46.1K - $50.9K
11% of jobs
$50.9K - $55.7K
14% of jobs
$57K is the 75th percentile. Wages above this are outliers.
$55.7K - $60.5K
15% of jobs
$60.5K - $65.3K
11% of jobs
$65.3K - $70.2K
3% of jobs
$17.2K
$47.4K
$70.2K
How much do client associate jobs pay per year?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
How does a client associate typically collaborate with other teams within a financial services firm?
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 Nampa, ID?
The most popular types of Client jobs in Nampa, ID are:
What job categories do people searching Client Associate jobs in Nampa, ID look for?
The top searched job categories for Client Associate 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:

Other
Posted 9 days ago
Zions Bancorporation rating
8.2
Based on 45 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Job description
Responsible for supporting Wealth Advisor(s) with sales prospect pipelines, service and operational related activities. Follows up on pending business and meets with clients as needed. Handles over all client relationships and provides service to clients via telephone, direct interaction and/or written correspondence, handling/executing client requests for account related information and/or quotes, distributions, etc. Responsible to facilitate between clients/broker transfers/distributions and ensures enough cash in outgoing distributions or determine if trades need to be made to fund. Make recommendations to clients on various accounts. Responsible for scheduling and preparing for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues. Manages tracking referrals, establishing and maintaining files to meet the company's regulatory requirements. Establishes and maintains files and record kee Requires a Bachelor's degree and 6+ years experience with Client Services, Wealth Management, developing strong client relationships or other directly related experience. Series 7 & 66, (63/65), life and health required. Willingness to obtain insurance license. A combination of education and experience may meet requirements. Advanced working knowledge of wealth management operations, processes, procedures, laws and regulations required. Advanced working knowledge of executing trades, investment products, estate planning and loss harvesting related to taxes. Advanced knowledge of sales and closing processes utilizing PC and presentation skills. Excellent verbal and written communication skills to create relationships with clients. Ability to analyze and present complex financial modeling. Ability to work with high net worth clients. Must have critical thinking skills. Excellent problem resolution, research and customer service skills. High attention to detail and accuracy. Ability to multi-task and meet deadlines. Ability to lead and/or train lower level staff.
Req ID: 071192
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
What Zions Bancorporation employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Zions Bancorporation
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
10,000+ Employees
Headquarters location
Salt Lake City, UT, US
Year founded
1873