Client Associate
Westport, CT · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
New
Client Associate
Westport, CT · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
New
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...
Senior Registered Client Associate
New York, NY · On-site
$70K - $95K/yr
Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account ...
Senior Registered Client Associate
New York, NY · On-site
$70K - $95K/yr
Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account ...
Senior Registered Client Associate
New York, NY · On-site
$55K - $85K/yr
Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on ...
Senior Registered Client Associate
New York, NY · On-site
$55K - $85K/yr
Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on ...
PW Client Associate
Tarrytown, NY · On-site
$37.50 - $47.59/hr
Wealth Manager Client Service Associate The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for ...
PW Client Associate
Tarrytown, NY · On-site
$37.50 - $47.59/hr
Wealth Manager Client Service Associate The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for ...
Registered Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
New York, NY · On-site
$65K - $85K/yr
Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
New
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
New
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
Client Associate - Neuberger Wealth
New York, NY · On-site
$75K - $85K/yr
The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...
PW Client Associate
Tarrytown, NY · On-site
$37.50 - $47.59/hr
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...
PW Client Associate
Tarrytown, NY · On-site
$37.50 - $47.59/hr
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...
PW Client Associate
Tarrytown, NY · Hybrid
$37.50 - $47.59/hr
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent ...
Private Client Associate
Melville, NY · On-site
$33.34 - $41.03/hr
The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...
Private Client Associate
Melville, NY · On-site
$33.34 - $41.03/hr
The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...
Client Associate information
See Norwalk, CT salary details
$18.6K - $23.8K
3% of jobs
$23.8K - $29K
1% of jobs
$29K - $34.2K
9% of jobs
$34.2K - $39.4K
6% of jobs
$41.2K is the 25th percentile. Wages below this are outliers.
$39.4K - $44.6K
16% of jobs
$44.6K - $49.8K
11% of jobs
The median wage is $51.6K / yr.
$49.8K - $55K
11% of jobs
$55K - $60.2K
14% of jobs
$61.6K is the 75th percentile. Wages above this are outliers.
$60.2K - $65.4K
15% of jobs
$65.4K - $70.6K
11% of jobs
$70.6K - $75.8K
3% of jobs
$18.6K
$51.2K
$75.8K
How much do client associate jobs pay per year?
As of Aug 22, 2026, the average yearly pay for client associate in Norwalk, CT is $51,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $62,200.00 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?
| 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 job categories do people searching Client Associate jobs in Norwalk, CT look for?
The top searched job categories for Client Associate jobs in Norwalk, CT are:
What cities near Norwalk, CT are hiring for Client Associate jobs?
Cities near Norwalk, CT with the most Client Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You'll be working within a WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
• ideally 1 year of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You'll be working within a WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
• ideally 1 year of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH