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Client Associate Jobs in Reno, NV (NOW HIRING)

Client Services Assistant

Reno, NV

$17.25 - $23.75/hr

The Client Service Assistant serves as a liaison between our customer service department and the ... Associate Degree or certificate in business or related field preferred 1 - 3+ years of relevant ...

As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Client Services Assistant

Reno, NV · On-site

$17.25 - $23.75/hr

The Client Service Assistant serves as a liaison between our customer service department and the ... Associate Degree or certificate in business or related field preferred • 1 - 3+ years of relevant ...

Client Services Assistant

Reno, NV · On-site

$17.25 - $23.75/hr

The Client Service Assistant serves as a liaison between our customer service department and the ... Associate Degree or certificate in business or related field preferred • 1 - 3+ years of relevant ...

Associates work with students before graduation to prepare them for the practical application of their skills and entering the job market. Sales standards and metric goals are set for every function ...

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Showing results 1-20

Client Associate information

See Reno, NV salary details

$18.4K

$50.8K

$75.3K

How much do client associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client associate in Reno, NV is $50,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $61,800.00 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 are the most commonly searched types of Client jobs in Reno, NV? The most popular types of Client jobs in Reno, NV are:
What are popular job titles related to Client Associate jobs in Reno, NV? For Client Associate jobs in Reno, NV, the most frequently searched job titles are:
What cities near Reno, NV are hiring for Client Associate jobs? Cities near Reno, NV with the most Client Associate job openings:
Wealth Strategy Associate

Other

Posted 12 hours ago


UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks


Job description

A Wealth Strategy Associate provides support to the branch team in the development of wealth management
strategies and marketing efforts.
Key Responsibilities:
* Assist Financial Advisors with client/potential client meetings and provide support for client relationship
building and business development activities
* Prepare supporting materials and sample reports that can be used repeatedly in client and potential client
meetings
* Perform business analytics as needed to support Financial Advisors in the growth of the business
* Drive marketing efforts of the team including activities such as contacting current or potential clients,
advertising, preparing and participating in client seminars and other marketing efforts
Key Deliverables:
* Leverage firm platform and develop financial plans for clients
* Develop customized asset allocation strategies and investment solutions for clients
* Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for
potential change
* Develop or customize marketing plans and materials for targeted at current and potential clients


What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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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