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Client Associate Jobs in Raymore, MO (NOW HIRING)

Client Access Representative Location: Independence, MO Department: Client Access Employment Type: Full-time Job Summary: Join our compassionate, collaborative team as a Client Access Representative ...

Private Wealth Management Client Service Associate Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients ...

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 ...

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 ...

Client Services Specialist

Olathe, KS

$16.50 - $21.75/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

Client Services Specialist

Lees Summit, MO · On-site

$16.50 - $22/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

Client Services Specialist

Independence, MO

$15.50 - $20.50/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

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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 Jun 9, 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.

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.

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 job categories do people searching Client Associate jobs in Raymore, MO look for? The top searched job categories for Client Associate jobs in Raymore, MO are:
What cities near Raymore, MO are hiring for Client Associate jobs? Cities near Raymore, MO with the most Client Associate job openings:

Client Access Representative

Brightlitalent

Independence, MO

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

Client Access Representative

Location: Independence, MO

Department: Client Access

Employment Type: Full-time

Job Summary: Join our compassionate, collaborative team as a Client Access Representative where you'll have the opportunity to make a significant difference in the lives of our clients. This position is perfect for someone with a strong customer service orientation, excellent communication skills, and the ability to handle potentially stressful situations in high-volume environments. You will be responsible for ensuring an effective client access experience while supporting our dedicated clinicians. If you are detail-oriented, can manage multiple tasks, and thrive in team settings, we would love to hear from you!

As a Client Access Representative, you will facilitate the smooth scheduling of appointments, ensuring payment collection, and maintaining updated client records. Your welcoming demeanor will set the tone for a positive client experience, making a vital contribution to our mission of helping others.

This position offers:

  • Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
  • Mileage Reimbursement – Company paid for work functions requiring travel
  • Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
  • Workplace Culture – An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
  • Additional Perks & Benefits – Scroll down to the bottom of this post to learn more

Key Responsibilities:

  • Greet clients upon arrival, verifying all personal information and method of payment.
  • Schedule clinician appointments while ensuring clients' benefits and eligibility are confirmed.
  • Manage cancellations and no-show appointments as per established processes.
  • Work collaboratively with clients, families, and staff to resolve any challenges encountered during visits.
  • Request, prepare, and ensure completeness of the client health record.
  • Collect payments and issue receipts, maintaining accuracy in financial transactions.
  • Verify and coordinate client referrals effectively.
  • Answer phone calls, directing them as necessary or placing calls as requested by leadership.
  • Maintain the general appearance of the waiting room and reception area.
  • Participate in service monitors and quality improvement programs.

Education, Experience, and/or Credential Qualifications:

  • High school diploma or GED required.
  • Minimum of 6 months of experience in customer service.

Additional Qualifications:

  • Excellent oral, written, and interpersonal communication skills.
  • Strong customer service orientation and ability to multitask.
  • Flexibility to float to different clinic locations as necessary.
  • Reliable transportation to assigned areas.
  • Familiarity and comfort with working on a computer, including typing skills.

Physical Requirements:

  • Sedentary work: Exerting up to 10 pounds of force occasionally and/or negligible amounts of force frequently to move objects.
  • Repetitive movements of hands and arms during typing and/or writing are required.
  • Jobs may involve sitting most of the time but can include brief periods of walking or standing.

Position Perks & Benefits:

Paid time off: full-time employees receive an attractive time off package to balance your work and personal life

Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more

Top-notch training: initial, ongoing, comprehensive, and supportive

Career mobility: advancement opportunities/promoting from within

Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.

Brightli is on a Mission:

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.

As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.

We are an Equal Employment Opportunity Employer.

Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.