ZipRecruiter

Log In

1

Client Associate Jobs in Newton, KS (NOW HIRING)

IMA Financial Group

Client Associate

Wichita, KS · On-site

What You'll Do As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open ...

IMA Financial Group

Client Service Representative

Wichita, KS · On-site

$14.25 - $19.50/hr

The Client Service Representative serves as the primary operational and service interface for ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates

RENT ONE

Client Retention Specialist

Wichita, KS · On-site

$16 - $17/hr

ALTERNATIVE JOB TITLES Customer Success Associate, Account Manager, Client Relationship Associate, Customer Retention Associate, Customer Loyalty Specialist, Account Retention Specialist, Customer ...

RENT ONE

Client Retention Specialist

Wichita, KS · On-site

$16 - $17/hr

ALTERNATIVE JOB TITLES Customer Success Associate, Account Manager, Client Relationship Associate, Customer Retention Associate, Customer Loyalty Specialist, Account Retention Specialist, Customer ...

Heartspring, Inc.

Client Care Advocate

Wichita, KS · On-site

Associate degree in Healthcare Administration, Business, or related field preferred * One year of experience in customer service, healthcare administration, scheduling, client services, records ...

Heartspring Inc

Client Care Advocate

Wichita, KS · On-site

Associate degree in Healthcare Administration, Business, or related field preferred * One year of experience in customer service, healthcare administration, scheduling, client services, records ...

H&R Block

Tax Associate

Wichita, KS · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Hutchinson, KS · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Wichita, KS · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Hutchinson, KS · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Andover, KS · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Goddard, KS · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Wichita, KS · On-site

$45K - $60K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Newton, KS

Client Associate information

See Newton, KS salary details

$16.3K

$44.9K

$66.5K

How much do client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client associate in Newton, KS is $44,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $54,600.00 per year, depending on experience, location, and employer.

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.

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 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 Newton, KS?

The most popular types of Client jobs in Newton, KS are:

What job categories do people searching Client Associate jobs in Newton, KS look for?

The top searched job categories for Client Associate jobs in Newton, KS are:

What cities near Newton, KS are hiring for Client Associate jobs?

Cities near Newton, KS with the most Client Associate job openings:

Client Associate jobs near you

Client Associate

IMA Financial Group

Wichita, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Key responsibilities

  • Support client onboarding, renewal, underwriting, and analytics processes.

  • Maintain and manage client, policy, and carrier information within internal systems.

  • Coordinate carrier participation, communication, and documentation related to renewals and benefits administration.

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

What You'll Do
As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open enrollment preparation, and client service operations. Successful Client Associates develop expertise across the entire client lifecycle while building the technical and consulting skills needed for future growth within our Employee Benefits practice.
Client Service & Account Administration
  • Maintain accurate client, policy, and carrier information within Salesforce and related systems.
  • Support client onboarding activities, including carrier notifications, portal access setup, documentation review, and system updates.
  • Assist with implementation and renewal documentation, carrier forms, and benefits administration processes.
  • Manage benefit-related files, documentation, and client records within SharePoint and internal systems.
Renewal & Marketing Support
  • Request and track carrier renewals and proposal information.
  • Prepare and organize renewal marketing materials and carrier RFPs.
  • Support the collection of claims, census, benchmarking, and carrier data used in renewal strategy discussions.
  • Assist with proposal comparisons, renewal workbooks, and implementation activities.
Strategy & Reporting
  • Prepare benchmarking reports and market analysis materials.
  • Assist with claims reporting and ongoing client reporting initiatives.
  • Support the development of client presentations and strategic planning deliverables.
  • Gain exposure to financial and underwriting concepts through collaboration with Financial Strategists.
Open Enrollment & Employee Communications
  • Coordinate carrier participation and resources for open enrollment meetings and benefits fairs.
  • Assist with benefits guide updates and employee communication materials.
  • Support enrollment and post-enrollment implementation activities.
  • Help ensure the timely completion of annual enrollment deliverables.
Carrier & Vendor Coordination
  • Communicate with insurance carriers and vendor partners regarding renewals, implementations, documentation requests, and ongoing service needs.
  • Obtain and review benefit summaries, contracts, certificates, and policy documents.
  • Support carrier relationship management and service delivery efforts.

KEY STRENGHTS AND TRAITS include but are not limited to:
  • Accountability
  • Collaboration & teamwork
  • Learning agility
  • Information seeking
QUALIFICATIONS:
  • <1 year relevant experience
  • Basic technical application/exposure
  • Readiness to learn + grow through structured training and mentorship
  • Life & Health License: Take and pass Life & Health License within timing necessary for state and role requirements

Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

What IMA Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply