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Client Associate Jobs in Rio Rancho, NM (NOW HIRING)

Associates learn problem-solving principles, processes and methods and complementary software applications to support client engagements and have a direct impact on client deliverables and direct ...

Associates learn problem-solving principles, processes and methods and complementary software applications to support client engagements and have a direct impact on client deliverables and direct ...

Associate Attorney

Rio Rancho, NM · On-site +1

$85K - $100K/yr

A profitable, streamlined firm where the attorney gets to focus on high-level strategy and client advocacy rather than administrative headaches. We are looking for an Associate Attorney who is ...

Tax Associate

Albuquerque, NM

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Retail Part Time Store Associate

Albuquerque, NM · On-site

$14.75 - $17/hr

Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...

Senior Associates use problem-solving principles, processes and methods and complementary software applications to support client engagements and have a direct and significant impact on deliverables ...

Senior Associates use problem-solving principles, processes and methods and complementary software applications to support client engagements and have a direct and significant impact on deliverables ...

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Showing results 1-20

Client Associate information

See Rio Rancho, NM salary details

$16.7K

$46K

$68.1K

How much do client associate jobs pay per year?

As of Jun 19, 2026, the average yearly pay for client associate in Rio Rancho, NM is $45,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $55,900.00 per year, depending on experience, location, and employer.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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 Rio Rancho, NM look for? The top searched job categories for Client Associate jobs in Rio Rancho, NM are:
Infographic showing various Client Associate job openings in Rio Rancho, NM as of June 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,965 per year, or $22.1 per hour.
Associate, Audit

Associate, Audit

Staff Financial Group

Albuquerque, NM

Full-time

Posted 8 days ago


Job description

Associate, Audit - Albuquerque, NM
Who: An early-career audit professional with 1–3 years of public accounting experience.
What: Perform substantive audit procedures, prepare workpapers, assist with financial statements, and support accurate, high-quality audit outcomes.
When: Full-time role available now.
Where: Albuquerque, NM.
Why: To build foundational audit skills while contributing meaningful work as part of a collaborative, growth-minded team.
Office Environment: Team-oriented, supportive, and focused on professional development.
Salary: Competitive and based on experience.
Position Overview:
The Audit Associate will support audit engagements by performing analytical and substantive procedures, documenting audit work, assisting in financial statement preparation, and developing an understanding of client business operations. This role is ideal for someone looking to grow their accounting career within a structured, team-focused environment.
Key Responsibilities:
- Develop an understanding of client businesses, industries, system cycles, and account balances related to assigned tasks.
- Understand the purpose and scope of assigned audit procedures.
- Perform substantive and analytical testing in designated audit areas.
- Prepare organized and well-documented workpapers supporting conclusions reached.
- Ensure accounting principles are applied properly and consistently throughout audit procedures.
- Assist in preparing financial statements and related footnotes.
- Identify and document control deficiencies or other items requiring management attention.
Qualifications:
- 1–3 years of experience (or equivalent busy seasons) within a public accounting firm.
- Bachelor’s degree in Accounting and completion of CPA exam eligibility requirements.
- Strong written and verbal communication skills.
- Strong organizational and analytical abilities.
- Ability to work effectively within a team environment.
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.