... client value. The Associate Engagement Manager typically manages a single account or a sub-portfolio within a large account, with an indicative annual book of business of approximately $10-$30 ...
... client value. The Associate Engagement Manager typically manages a single account or a sub-portfolio within a large account, with an indicative annual book of business of approximately $10-$30 ...
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Newport Beach, CA ยท On-site
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As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. This role is pivotal in enhancing the client ...
Registered Client Service Associate
Newport Beach, CA ยท On-site
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As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. This role is pivotal in enhancing the client ...
Registered Client Service Associate
Newport Beach, CA ยท On-site
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Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in ...
Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
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Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals ...
Client Associate information
See Santa Ana, CA salary details
$19.3K - $24.6K
3% of jobs
$24.6K - $30K
1% of jobs
$30K - $35.4K
9% of jobs
$35.4K - $40.8K
6% of jobs
$42.7K is the 25th percentile. Wages below this are outliers.
$40.8K - $46.2K
16% of jobs
$46.2K - $51.6K
11% of jobs
The median wage is $53.5K / yr.
$51.6K - $57K
11% of jobs
$57K - $62.4K
14% of jobs
$63.8K is the 75th percentile. Wages above this are outliers.
$62.4K - $67.8K
15% of jobs
$67.8K - $73.2K
11% of jobs
$73.2K - $78.6K
3% of jobs
$19.3K
$53K
$78.6K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 2 days ago
Job description
Job Role
Associate Engagement Manager
Work Location
Newport Beach, CA, San Diego, CA
State / Region / Province
California
Country
USA
Skills
Domain|Sales|Sales Execution
Domain
Global Markets
Interest Group
Infosys Limited
Company
ITL USA
Requisition ID
149019BR
Salary min
100000
Salary max
187000
Infosys is seeking an Associate Engagement Manager for the Insurance vertical. This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner / Senior Client Partner, will co-develop and execute the account plan to drive growth and client value. The Associate Engagement Manager typically manages a single account or a sub-portfolio within a large account, with an indicative annual book of business of approximately $10-$30 million.
Role Description:
โข Client relationship management and business development: lead client relationships, build a portfolio up to $10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close
โข Client delivery assurance: collaborate with all delivery partners involved to ensure fulfillment of all commitments to the client.
โข Collaborate with the Delivery Manager to address all people or infrastructure related issues that may be affecting the delivery of the project vis-ร -vis the specific client.
โข Balance different projects running for the client that may involve different delivery managers or horizontal unit resources.
โข Take go-to-market solutions to accounts and drive revenue from go-to-market solutions being sponsored by the business unit.
โข Work closely with the Solutions Leader to build customized solutions pitches for the target account and driving the revenues and delivery of these solutions.
โข Account planning and governance: build the account plan including relationships required, opportunities to be pursued, price decisions, etc.
โข Craft account plan with details of the relationships required, the opportunities that have to be chased, and forecasting the potential revenue yield from such opportunities, as well as potential threats and weaknesses that need to be addressed.
โข Make pricing decisions within the scope of the Master Services Agreement.
โข Support pre-sales proposals for new business development outside of account scope.
โข Provide vital input for building future alliances with relevant product vendors.
About Infosys Insurance:
Infosys' Insurance practice helps P&C, Life, and Health carriers modernize core platforms and reimagine customer engagement using cloud, data & AI, and intelligent automation. We deliver measurable outcomes-higher straight-through processing (STP), faster claims cycles, lower cost-to-serve, and improved NPS-through digital self-service, intelligent underwriting, and streamlined back-office operations. Our domain expertise, accelerators, and partner ecosystem enable secure, compliant transformation with faster time-to-value. From policy administration and billing to claims and servicing, we build flexible, scalable digital operating models that drive efficiency, agility, and growth.
Required Qualifications:
โข Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience
โข Significant business development and project management experience
โข Experience in the relevant industry/vertical
โข Track record of interacting and building relationships with CXO level client contacts
โข Hands-on experience with proposal creation and leading proposal presentations
โข Strong leadership, interpersonal, communication and presentation skills
โข Wide variety of IT and business consulting engagement experience
โข Candidates authorized to work for any employer in the [United States/Canada] without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
Preferred Qualifications:
โข Knowledge of industry specific go-to-market solutions
โข Good understanding of industry specific business issues and drivers
โข Global Delivery Model experience
โข Experience managing large multi-location consulting engagement teams
โข Track record as an Account Manager in a rapidly growing client relationship
Benefits
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:
- Medical/Dental/Vision/Life Insurance
- Long-term/Short-term Disability
- Health and Dependent Care Reimbursement Accounts
- Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
- 401(k) plan and contributions dependent on salary level
- Paid holidays plus Paid Time Off
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.
EEO
Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.