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Client Associate Jobs (NOW HIRING)

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Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to ...

Neuberger Berman

Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to ...

RBC

Client Associate

Winchester, VA · On-site

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a ...

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Client Associate information

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$18.5K

$51K

$75.5K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in the United States is $50,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $62,000.00 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.

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Client Associate jobs near you
Infographic showing various Client Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $50,965 per year, or $24.5 per hour.

Financial Services Client Associate

LD&B Insurance Services

Waynesboro, VA • On-site

$21.61 - $25.69/hr

Full-time

Re-posted 10 days ago

Job description

Layman Diener Borntrager Insurance Agency - Client Associate (Registered Client Associate preferred)

*Registered Client Associate preferred

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities:
  • Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
  • Collaborate with the marketing department to develop division specific materials. 
  • Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. 
  • Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. 
  • Cultivate professional relationships with clients by providing high-quality client experience.
  • Demonstrate regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.

Requirements:

Education, Requirements, Qualifications & Skills:
  • High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. 
  • Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. 
  • Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. 
  • Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
  • Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements:
  • Must be physically able to work a minimum of 38 hours per week in the office.
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
  • Must possess the ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations daily.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel unaccompanied in diverse weather conditions.