ZipRecruiter

Log In

1

Client Associate Jobs in aiea, HI (NOW HIRING)

Marsh & McLennan Companies, Inc.

Producer

Honolulu, HI · On-site +1

$93K - $173K/yr

This may include creating articles, presentations, seminar material, white papers, etcManage/collect receivables in conjunction with Client Associate/Manager. * Coordinate activities and service ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in aiea, HI

Client Associate information

See aiea, HI salary details

$18K

$49.6K

$73.5K

How much do client associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client associate in aiea, HI is $49,637.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $60,400.00 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?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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 job categories do people searching Client Associate jobs in aiea, HI look for?

The top searched job categories for Client Associate jobs in aiea, HI are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in aiea, HI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $49,637 per year, or $23.9 per hour.

Wealth Client Experience Associate

711 MS Smith Barney, LLC

Honolulu, HI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Morgan Stanley in Honolulu seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling everyday requests. The role requires knowledge of financial services products, strong MS Office skills, and excellent client service. Ideal candidates hold Series 7/66 or 63/65 and have 2+ years in the industry, with a high school diploma or college degree preferred.

Apply