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 ...
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. We are looking for someone ...
Quick apply
Apply Early
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. We are looking for someone ...
Apply Early
VR Program Associate (Program Associate III)
Norfolk, NE · On-site
$19.94/hr
JR2026-00027319 VR Program Associate (Program Associate III) (Open) Applications No Longer Accepted ... Enters client information into the Nebraska VR data system (QE2) for intake, appointment set up ...
VR Program Associate (Program Associate III)
Norfolk, NE · On-site
$19.94/hr
JR2026-00027319 VR Program Associate (Program Associate III) (Open) Applications No Longer Accepted ... Enters client information into the Nebraska VR data system (QE2) for intake, appointment set up ...
VR Program Associate (Program Associate III)
Norfolk, NE · On-site
$19.94/hr
JR2026-00027319 VR Program Associate (Program Associate III) (Open) Applications No Longer Accepted ... Enters client information into the Nebraska VR data system (QE2) for intake, appointment set up ...
VR Program Associate (Program Associate III)
Norfolk, NE · On-site
$19.94/hr
JR2026-00027319 VR Program Associate (Program Associate III) (Open) Applications No Longer Accepted ... Enters client information into the Nebraska VR data system (QE2) for intake, appointment set up ...
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
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 ...
Account Associate - State Farm Agent Team Member
Norfolk, NE · On-site
$36K - $60K/yr
As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated ...
Quick apply
Apply Early
Account Associate - State Farm Agent Team Member
Norfolk, NE · On-site
$36K - $60K/yr
As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated ...
Apply Early
Part-Time Retail Sales Associate
Norfolk, NE · On-site
$15/hr
Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $15.00
Part-Time Retail Sales Associate
Norfolk, NE · On-site
$15/hr
Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $15.00
Part-Time Stockroom Operations Associate
Wayne, NE · On-site
$16 - $23.10/hr
Client facing retail or service industry experience Essential Functions The requirements listed ... Pay Range: $16.00 - $23.10 Kohl's offers a variety of benefits to associates depending on full-time ...
Part-Time Stockroom Operations Associate
Wayne, NE · On-site
$16 - $23.10/hr
Client facing retail or service industry experience Essential Functions The requirements listed ... Pay Range: $16.00 - $23.10 Kohl's offers a variety of benefits to associates depending on full-time ...
Part-Time Retail Sales Associate
Wayne, NE · On-site
$16 - $23.10/hr
Client facing retail or service industry experience Essential Functions The requirements listed ... Pay Range: $16.00 - $23.10 Kohl's offers a variety of benefits to associates depending on full-time ...
Part-Time Retail Sales Associate
Wayne, NE · On-site
$16 - $23.10/hr
Client facing retail or service industry experience Essential Functions The requirements listed ... Pay Range: $16.00 - $23.10 Kohl's offers a variety of benefits to associates depending on full-time ...
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 ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning Shift
Norfolk, NE · On-site
$15/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate I
Plainview, NE · On-site
$12.50 - $17.25/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...
Customer Service Associate I
Plainview, NE · On-site
$12.50 - $17.25/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...
Product Event Demonstrator
Norfolk, NE · On-site
... or the client. This does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and ...
Product Event Demonstrator
Norfolk, NE · On-site
... or the client. This does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and ...
Customer Service Associate I
Norfolk, NE · On-site
$14.25 - $19.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Norfolk, NE · On-site
$14.25 - $19.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Client Associate information
See Norfolk, NE salary details
$18.2K - $23.3K
3% of jobs
$23.3K - $28.4K
1% of jobs
$28.4K - $33.5K
9% of jobs
$33.5K - $38.6K
6% of jobs
$40.4K is the 25th percentile. Wages below this are outliers.
$38.6K - $43.7K
16% of jobs
$43.7K - $48.9K
11% of jobs
The median wage is $50.6K / yr.
$48.9K - $54K
11% of jobs
$54K - $59.1K
14% of jobs
$60.4K is the 75th percentile. Wages above this are outliers.
$59.1K - $64.2K
15% of jobs
$64.2K - $69.3K
11% of jobs
$69.3K - $74.4K
3% of jobs
$18.2K
$50.2K
$74.4K
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
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:Â
37.5About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998