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Client Management Associate Jobs in Louisiana (NOW HIRING)

Gallagher

Client Associate

Baton Rouge, LA · On-site

Previous experience managing client relationships. Behaviors : * Exceptional organizational skills ... Associate's degree, professional certification, or equivalent training and experience preferred.

Messa Sync

Client Service Associate

New Orleans, LA · On-site

$50K - $60K/yr

Client Service Associate At Messa Sync, we specialize in delivering high-impact communication ... Ability to manage multiple tasks and prioritize under pressure. * Detail-oriented with excellent ...

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Client Management Associate information

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How much do client management associate jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for client management associate in Louisiana is $19.16, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $21.39 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and client data.
Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in Louisiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $39,847 per year, or $19.2 per hour.

Registered Client Service Associate

Metairie, LA

Claire Myers Consulting
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Claire Myers Consultingexternal

$80K - $90K/yr

Full-time

Posted 8 days ago

Key responsibilities

  • Support three Financial Advisors and their clients by managing client and product-related processes from initiation to completion.

  • Coordinate and prepare for client meetings, document meeting notes, and follow up on action items.

  • Manage investment, insurance, and financial planning business processes, including preparing, reviewing, and tracking paperwork and applications.

Job description

Location: Metairie, LA (Onsite Monday – Friday)


Compensation: $80K - $90K base salary + benefits



Overview:


Our client is a successful, relationship-focused wealth management practice seeking an experienced Registered Client Service Associate to provide comprehensive support to three Financial Advisors and their clients.


This individual will serve as the operational hub of the practice, shepherding the entire client and product process from beginning to end. From preparing for client meetings and initiating paperwork to coordinating financial plans, tracking applications, resolving outstanding items, and communicating with clients, this person will ensure every detail moves forward accurately and efficiently. Client communication is central to this role. The ideal candidate is highly responsive, takes ownership, anticipates needs, and keeps both clients and Advisors informed throughout the process. The goal is to allow the Advisors to focus on advising clients and growing relationships with confidence that the business surrounding each client is being handled exceptionally well.



Key Responsibilities:


Client & Advisor Support:


• Provide comprehensive day-to-day support to three Financial Advisors and their clients

• Serve as a primary point of contact for client service and administrative needs

• Own client and product-related processes from initiation through successful completion

• Proactively communicate with clients regarding paperwork, transfers, applications, outstanding requirements, next steps, and timelines

• Respond promptly to client requests and ensure appropriate follow-through

• Anticipate Advisor and client needs and address outstanding items before they become obstacles

• Deliver a highly responsive, organized, and personalized client experience



Meeting Preparation & Follow-Up:


• Coordinate client review meetings and prospect appointments

• Prepare client files, statements, meeting materials, and agendas in advance

• Document meeting notes, decisions, and follow-up items

• Coordinate financial planning activities and post-meeting action items

• Track client and Advisor commitments through completion



Business Processing & Operations:


• Manage investment, insurance, financial planning, and account-related business through the entire process

• Prepare, review, submit, and track paperwork and applications

• Manage account openings, transfers, distributions, contributions, beneficiary changes, money movement, and account maintenance

• Track applications and proactively resolve NIGOs, missing information, rejected paperwork, and other processing issues

• Coordinate with custodians, investment providers, insurance companies, and internal partners

• Maintain the active new-business and opportunity pipeline

• Ensure the status and next step of every client request are clearly documented and accessible to the team

• Identify opportunities to improve workflows, processes, and overall efficiency



Qualifications:


• Previous experience in wealth management client service

• Series 7 license and Series 66 license required

• Life, Accident & Health Insurance license required

• Experience with account openings, transfers, money movement, account maintenance, investment and/or insurance applications, and related paperwork

• Familiarity with ACATs, ACH transactions, investment statements, and common wealth management operational processes

• Exceptional client communication and relationship-management skills

• Strong organizational skills with outstanding attention to detail and follow-through

• Ability to manage multiple Advisors, clients, deadlines, and business processes simultaneously

• Proactive and independent, with the ability to identify what needs to happen next and take ownership through completion

• Comfortable with CRM systems, Microsoft Office, and financial services technology

• Ability to work onsite in the Metairie, Louisiana office five days per week is required



The Ideal Candidate:


This is an excellent fit for someone who views client service and operations as a long-term career path and takes pride in being the person who keeps everything moving behind the scenes.