Client Associate
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Chicago, IL · On-site
Does financial data excite you? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the ...
Chicago, IL · On-site
Does financial data excite you? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the ...
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: maintain client information records educate clients on account services and ...
Chicago, IL · On-site
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: maintain client information records educate clients on account services and ...
Chicago, IL · On-site
$60K - $70K/yr
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: • maintain client information records • educate clients on account services ...
Chicago, IL · On-site
$60K - $70K/yr
Do you know how to take care of people? We're looking for a motivated, organized, detail-oriented Client Associate to: • maintain client information records • educate clients on account services ...
Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
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Wheaton, IL · On-site
$25.43 - $31.78/hr
Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The Registered Financial Client ...
Chicago, IL · On-site
$70K - $76K/yr
Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...
Chicago, IL · On-site
$70K - $76K/yr
Does financial data excite you? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • ...
Chicago, IL · On-site
$75K - $90K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Chicago, IL · On-site
$75K - $90K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Oak Brook, IL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Oak Brook, IL · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...
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A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...
Chicago, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
$250K - $400K/yr
Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 - $400,000+ A highly respected national law firm is seeking a Senior Private Client Associate ...
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$250K - $400K/yr
Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 - $400,000+ A highly respected national law firm is seeking a Senior Private Client Associate ...
Chicago, IL · On-site
$26.50 - $45/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 ...
Chicago, IL · On-site
$26.50 - $45/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 ...
Chicago, IL · On-site
$26.50 - $45/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 ...
Chicago, IL · On-site
$26.50 - $45/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 ...
Lisle, IL · On-site
$25 - $44/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 ...
Lisle, IL · On-site
$25 - $44/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 ...
Oak Brook, IL · On-site
$25 - $44/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 ...
Oak Brook, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
Lisle, IL · On-site
$25/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 ...
Lisle, IL · On-site
$25/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 ...
Oak Brook, IL · On-site
$25 - $44/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 ...
Oak Brook, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
Chicago, IL · On-site
$25 - $44/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 ...
$18.3K - $23.4K
3% of jobs
$23.4K - $28.5K
1% of jobs
$28.5K - $33.7K
9% of jobs
$33.7K - $38.8K
6% of jobs
$40.6K is the 25th percentile. Wages below this are outliers.
$38.8K - $43.9K
16% of jobs
$43.9K - $49K
11% of jobs
The median wage is $50.8K / yr.
$49K - $54.2K
11% of jobs
$54.2K - $59.3K
14% of jobs
$60.7K is the 75th percentile. Wages above this are outliers.
$59.3K - $64.4K
15% of jobs
$64.4K - $69.5K
11% of jobs
$69.5K - $74.7K
3% of jobs
$18.3K
$50.4K
$74.7K
| 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 20 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
14th of 150 rated banks
Are you truly service oriented. Do you know how to take care of people?
We're looking for a 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
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.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH