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Client Associate Jobs in Raymore, MO (NOW HIRING)

Banfield Pet Hospital

Client Service Coordinator

Olathe, KS · On-site

$15.39 - $19.67/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. CLIENT SERVICE COORDINATOR ...

Banfield Pet Hospital

Client Service Coordinator

Olathe, KS · On-site

$17.50 - $22.75/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. CLIENT SERVICE COORDINATOR ...

Banfield Pet Hospital

Client Service Coordinator

Westwood, KS · On-site

$17 - $22.25/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. Client Service Coordinator ...

BEAUTY BRANDS

Client Services Specialist

Olathe, KS · On-site

$16.50 - $21.75/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Overland Park, KS · On-site

$16 - $21.25/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

ABSOLUTE BEAUTY LLC

Client Services Specialist

Olathe, KS · On-site

$16.50 - $21.75/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Olathe, KS · On-site

$16.50 - $21.75/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Overland Park, KS · On-site

$16 - $21.25/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

UMB Financial

Client Service Specialist II

Leawood, KS

$59K - $86K/yr

Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s ... In order forus to support that, we strive to make our associates well roundedand encourage ...

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Showing results 41-60

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 Sep 4, 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 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 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 August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution, with an average salary of $51,185 per year, or $24.6 per hour.

Manager, Client Relationship Management

SS&C Technologies

Kansas City, MO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

149th of 247 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Manager, Client Relationship Management
Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)
About the Role
The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
  • Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
  • Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
  • Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
  • Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
  • Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
  • Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
  • Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.
  • Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
  • Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.
  • Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
  • Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
  • Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.

Required Experience
  • Bachelor's degree or equivalent work experience.
  • 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
  • Experience managing client relationships and supporting clients within a financial services or wealth management environment.
  • Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
  • Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
  • Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
  • Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
  • 3+ years of experience leading teams, managing associates, or serving in a supervisory role.
  • Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
  • Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
  • Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
  • Strong organizational skills with the ability to coordinate resources and support client deliverables.
  • Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
  • Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
  • Ability to quickly learn and adapt to new systems, processes, and business requirements.

Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Colorado: The expected base salary for the position is between $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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