Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client ...
Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client ...
Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.
Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
Client Account Associate As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client ...
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
Client Account Associate As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client ...
Client Service Associate
$13.75 - $19/hr
Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational ...
Client Service Associate
$13.75 - $19/hr
Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational ...
Client Service Associate
$65K - $80K/yr
Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...
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Client Service Associate
$65K - $80K/yr
Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...
Client Service Associate
$65K - $80K/yr
Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...
Client Service Associate
$65K - $80K/yr
Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...
Client Service Associate
Houston, TX · On-site
$55K - $60K/yr
We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...
Client Service Associate
Houston, TX · On-site
$55K - $60K/yr
We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
As a Client Account Associate , you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and ...
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
As a Client Account Associate , you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and ...
Client Service Associate
$55K - $60K/yr
We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...
Client Service Associate
$55K - $60K/yr
We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
As a Client Account Associate , you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and ...
Client Account Associate
Houston, TX · On-site
$45.40K - $61.60K/yr
As a Client Account Associate , you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and ...
Client Service Associate
Houston, TX · On-site
$49K - $54K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...
Client Service Associate
Houston, TX · On-site
$49K - $54K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...
Client Service Associate
$49K - $54K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...
Client Service Associate
$49K - $54K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...
As a Client Experience Associate within PNC's retail organization, you will be based in The Woodlands, TX. PNC is an in-office company that fosters a collaborative and supportive culture where ...
As a Client Experience Associate within PNC's retail organization, you will be based in The Woodlands, TX. PNC is an in-office company that fosters a collaborative and supportive culture where ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client ...
Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client ...
Client Success Associate
Houston, TX · Remote
Client Success Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking for: * 3-5 years of experience in a Client Success, Account Management ...
Client Success Associate
Houston, TX · Remote
Client Success Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking for: * 3-5 years of experience in a Client Success, Account Management ...
Client Service Associate
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
Client Service Associate
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
Client Service Associate
$13.75 - $19/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
$13.75 - $19/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Associate information
See Spring, TX 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
$36.5K is the 25th percentile. Wages below this are outliers.
$34.9K - $39.5K
16% of jobs
$39.5K - $44.1K
11% of jobs
The median wage is $45.7K / yr.
$44.1K - $48.7K
11% of jobs
$48.7K - $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 - $67.2K
3% of jobs
$16.5K
$45.4K
$67.2K
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.

Other
Posted 15 days ago
JPMorgan Chase & Co. rating
8.1
Based on 467 frontline employees who took The Breakroom Quiz
45th of 141 rated banks
Job description
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- Ability to fluently communicate (written and verbal) in Portuguese
- 3+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US