Do you know how to take care of people? We're looking for a Full-Time Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
New
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...
New
Client Associate
Birmingham, MI · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
Client Associate
Birmingham, MI · On-site
The Client Associate will work withour Private Advisorteam membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their ...
Seasonal Client Associate - Somerset
$14 - $16.25/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Seasonal Client Associate - Somerset
$14 - $16.25/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Highland Park, MI · On-site
$25 - $37/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Highland Park, MI · On-site
$25 - $37/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Services Associate
Detroit, MI · Remote
About the job Client Services Associate Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the ...
Client Services Associate
Detroit, MI · Remote
About the job Client Services Associate Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the ...
Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In ...
Client Service Associate Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In ...
Client Services Associate
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Services Associate
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Client Services Associate
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Quick apply
Client Services Associate
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will:
Full Time Client Service Associate Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Full Time Client Service Associate Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
Quick apply
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Client Associate information
See Riverview, MI salary details
$16.5K - $21.1K
3% of jobs
$21.1K - $25.7K
1% of jobs
$25.7K - $30.3K
9% of jobs
$30.3K - $34.9K
6% of jobs
$36.6K is the 25th percentile. Wages below this are outliers.
$34.9K - $39.6K
16% of jobs
$39.6K - $44.2K
11% of jobs
The median wage is $45.8K / yr.
$44.2K - $48.8K
11% of jobs
$48.8K - $53.4K
14% of jobs
$54.6K is the 75th percentile. Wages above this are outliers.
$53.4K - $58K
15% of jobs
$58K - $62.6K
11% of jobs
$62.6K - $67.3K
3% of jobs
$16.5K
$45.4K
$67.3K
How much do client associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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.

UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
Are you service oriented. Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
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