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Client Associate Jobs in Raymore, MO (NOW HIRING)

US Bank

Centralized Client Associate

Kansas City, MO

$22.50 - $30/hr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...

UMB Financial

Operations Associate II

Kansas City, MO · Hybrid

$44K - $65K/yr

Able to balance a client experience mindset when managing and controlling business risks. * Ability to work independently, collaborating with others to accomplish client objectives. * Ability to ...

Broadridge

Client Relationship Associate

Kansas City, MO · On-site

$60K - $65K/yr

We are looking for a Client Relationship Associate to join our team. In this role, you will support the client service team in delivering a positive experience for our clients. You will help with day ...

SS&C

Associate Client Relations Specialist

Kansas City, MO · Hybrid

$39K - $48K/yr

Associate Client Relations Specialist Locations: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month) About the Role As an Associate Client Relations ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

Banfield

Registered VT

Independence, MO · On-site

$22.01 - $31.80/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Registered Veterinary ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Raymore, MO

Client Associate information

See Raymore, MO salary details

$18.6K

$51.2K

$75.8K

How much do client associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for client associate in Raymore, MO is $51,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $62,300.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 cities near Raymore, MO are hiring for Client Associate jobs? Cities near Raymore, MO with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Raymore, MO as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $51,185 per year, or $24.6 per hour.

Registered Financial Client Associate

Benjamin F Edwards & Co

Leawood, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Registered Financial Client Associate

Job Summary:

Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.


Essential Duties & Responsibilities:

  • Provide client service and support related to check requests, deposits, wiring funds, record keeping and adjustments.
  • Provide quotes and other account-related information to assist clients.
  • Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports for Financial Advisor(s)
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Maintain files in accordance with firm and regulatory guidelines.
  • Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.


Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology.
  • Detail oriented and able to manage a variety of tasks.
  • Ability to organize, prioritize and manage multiple tasks in a fast-paced, evolving environment.
  • Team player with the ability to collaborate with others.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in person, phone and virtually); solid interpersonal skills.
  • Exercise discretion in handling confidential information.


Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree required or equivalent work experience.
  • Minimum required: 2+ years work experience in financial services experience.


Licenses/Registration:

  • Minimum required: Series 7 and Series 63/65 or Series 66 (at time of hire or within 6 months).


Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.


About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

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