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Client Associate Jobs in Richmond, KY (NOW HIRING)

Raymond James Financial, Inc.

Client Service Associate

Lexington, KY · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

Raymondjames

Client Service Associate

Lexington, KY · On-site

$14.50 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

Banfield

Client Service Coordinator

Lexington, KY · On-site

$15.75 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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. The Client Service ...

Banfield

Client Service Coordinator

Nicholasville, KY · On-site

$15 - $17.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Lexington, KY · On-site

$18 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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. The Client Service ...

Banfield Pet Hospital

Client Service Coordinator

Lexington, KY · On-site

$18 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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. The Client Service ...

K2services

Lead Office Services Associate

Lexington, KY

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Lead execution of event and meeting room setups based on client specifications and service standards. * Monitor and respond to service and resource request systems, ensuring timely fulfillment of all ...

H&R Block

Tax Associate

Lexington, KY · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Lexington, KY · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Richmond, KY

Client Associate information

See Richmond, KY salary details

$17.1K

$47.2K

$69.9K

How much do client associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client associate in Richmond, KY is $47,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,400.00 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 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.

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 Richmond, KY are hiring for Client Associate jobs?

Cities near Richmond, KY with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Richmond, KY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,160 per year, or $22.7 per hour.

Commercial Lines Client Advisor

Houchens Insurance Group

Lexington, KY • On-site

$39K - $53K/yr

Full-time

Medical, Dental, Vision

Re-posted 5 days ago

Job description

Job Type
Full-time
Description
Are you a motivated individual who is driven by a rewarding career?
Join our team in a role that will let your dedication propel you toward both personal and professional success.
What you will receive...
  • Unlimited growth based on your performance.
  • Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
  • A long-term career with substantial development and advancement opportunities.
  • Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
  • Comprehensive medical, dental, and vision plans and many more supplemental benefits.
  • Work-life balance
  • Plus, much more!

What is Houchens Insurance Group?
We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:
1. Clients
2. Co-owners
3. Communities
By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.
Summary
Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.
Essential Duties and Responsibilities:
  • 50% Client/Policy Services: Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
  • 30% Renewal Marketing: Market groups with under $10,000 in revenue and no affiliation with a larger account prepare formal renewal presentations.
  • 10% Teamwork
  • 10% Determination

Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Client Associates.
Requirements
Education and/or Experience
At least seven years related insurance experience and/or training, preferably handling multi-line, large commercial accounts or equivalent combination of education and experience.
Certificates, Licenses, Registrations
Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.
Language Skills
Ability to read, analyze, and interpret the most complex documents, such as insurance policies. Ability to respond effectively to inquiries or service issues from company personnel and/or clients. Ability to speak and represent the company effectively before groups of customers.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
To learn more about Houchens Insurance Group, visit us on LinkedIn.
#LI-AV1

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