Job Summary The Client Assessor is responsible for assessing new clients and reassessing existing ... Associate's Degree preferred, but not required Training, Required Licensure and Certifications
Job Summary The Client Assessor is responsible for assessing new clients and reassessing existing ... Associate's Degree preferred, but not required Training, Required Licensure and Certifications
Job Summary The Client Assessor is responsible for assessing new clients and reassessing existing ... Associate's Degree preferred, but not required Training, Required Licensure and Certifications
Job Summary The Client Assessor is responsible for assessing new clients and reassessing existing ... Associate's Degree preferred, but not required Training, Required Licensure and Certifications
Tax Associate
Bellaire, OH · On-site
$58K - $77K/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 ...
Tax Associate
Bellaire, OH · On-site
$58K - $77K/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 ...
Tax Associate
Moundsville, WV · 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 ...
Tax Associate
Moundsville, WV · 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 ...
Tax Associate
Wheeling, WV · On-site
$58K - $77K/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 ...
Tax Associate
Wheeling, WV · On-site
$58K - $77K/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 ...
Tax Associate
Wheeling, WV · On-site
$58K - $77K/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 ...
Tax Associate
Wheeling, WV · On-site
$58K - $77K/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 ...
Tax Associate
Washington, PA · On-site
$54K - $72K/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 ...
Tax Associate
Washington, PA · On-site
$54K - $72K/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 ...
Tax Associate
Saint Clairsville, OH · On-site
$49K - $65K/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 ...
Tax Associate
Saint Clairsville, OH · On-site
$49K - $65K/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 ...
Tax Associate
Steubenville, OH · 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 ...
Tax Associate
Steubenville, OH · 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 ...
Tax Associate
Weirton, WV · On-site
$57K - $76K/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 ...
Tax Associate
Weirton, WV · On-site
$57K - $76K/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 ...
Tax Associate
Washington, PA · On-site
$54K - $72K/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 ...
Tax Associate
Washington, PA · On-site
$54K - $72K/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 ...
Tax Associate
Steubenville, OH · 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 ...
Tax Associate
Steubenville, OH · 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 ...
Tax Associate
Triadelphia, WV · On-site
$49K - $66K/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 ...
Tax Associate
Triadelphia, WV · On-site
$49K - $66K/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 ...
Tax Associate
Martins Ferry, OH · On-site
$58K - $77K/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 ...
Tax Associate
Martins Ferry, OH · On-site
$58K - $77K/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 ...
Tax Associate
Wellsburg, WV · On-site
$49K - $66K/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 ...
Tax Associate
Wellsburg, WV · On-site
$49K - $66K/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 ...
Tax Associate
Barnesville, OH · On-site
$49K - $66K/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 ...
Tax Associate
Barnesville, OH · On-site
$49K - $66K/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 ...
Communicate with team members, lead, supervisor or client on job or deadline concerns *Meet contracted deadlines for service delivery to our clients *Troubleshoot basic software or hardware problems ...
Communicate with team members, lead, supervisor or client on job or deadline concerns *Meet contracted deadlines for service delivery to our clients *Troubleshoot basic software or hardware problems ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Communicate with team members, lead, supervisor or client on job or deadline concerns • *Meet contracted deadlines for service delivery to our clients • *Troubleshoot basic software or hardware ...
Communicate with team members, lead, supervisor or client on job or deadline concerns • *Meet contracted deadlines for service delivery to our clients • *Troubleshoot basic software or hardware ...
Client Service Center Specialist
Waynesburg, PA · On-site
$15.75 - $20.75/hr
Minimum of a high school diploma or equivalent required; associate's degree business, finance, or related field preferred. * Minimum of one year of experience in banking, call center, or client ...
Client Service Center Specialist
Waynesburg, PA · On-site
$15.75 - $20.75/hr
Minimum of a high school diploma or equivalent required; associate's degree business, finance, or related field preferred. * Minimum of one year of experience in banking, call center, or client ...
Client Associate information
See Wheeling, WV salary details
$18.4K - $23.6K
3% of jobs
$23.6K - $28.8K
1% of jobs
$28.8K - $33.9K
9% of jobs
$33.9K - $39.1K
6% of jobs
$40.9K is the 25th percentile. Wages below this are outliers.
$39.1K - $44.2K
16% of jobs
$44.2K - $49.4K
11% of jobs
The median wage is $51.2K / yr.
$49.4K - $54.6K
11% of jobs
$54.6K - $59.7K
14% of jobs
$61.1K is the 75th percentile. Wages above this are outliers.
$59.7K - $64.9K
15% of jobs
$64.9K - $70.1K
11% of jobs
$70.1K - $75.2K
3% of jobs
$18.4K
$50.8K
$75.2K
How much do client associate jobs pay per year?
As of Aug 22, 2026, the average yearly pay for client associate in Wheeling, WV is $50,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $61,800.00 per year, depending on experience, location, and employer.
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.
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 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.
What cities near Wheeling, WV are hiring for Client Associate jobs?
Cities near Wheeling, WV with the most Client Associate job openings:
Full-time
Posted 11 days ago
Job description
Job Summary
The Client Assessor is responsible for assessing new clients and reassessing existing clients. The Client Assessor may be asked to assist in report preparation, file maintenance, and interaction with clients. The Client Assessor may be asked to provide administrative support any within the Home Delivered Meals (HDM) program.
Required Education and Experience
- High school diploma or equivalent
- Valid Ohio Driver's License
- Associate’s Degree preferred, but not required
Training, Required Licensure and Certifications
- Some experience working in an office environment would be beneficial
- Thoroughness and accuracy when completing assignments
Essential Key Job Responsibilities
- Uses an Area Agency on Aging, Region 9 (AAA9) dedicated form to assess potential clients, followed by a re-assessment annually thereafter.
- Notifies the HDM Coordinator of any client found to be at high risk, or found with a change in client's status based on the Client Assessment.
- Assists in the preparation and maintenance of HDM client files.
- Answers dedicated phone line to HDM department to assist clients or transfer them to the HDM Coordinator. Takes messages as appropriate and give them to HDM Coordinator.
- Prepares HDM reports as required.
- Must be efficient in the use of a computer and capable of learning new computer software.
- Assists in filing and documentation relative to HDM records.
- Assists in preparing for AAA9 audits.
- Other duties as assigned.