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Client Management Associate Jobs in Meridian, ID

Intake Client Associate

Boise, ID · On-site

$21 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting ...

Client Service Associate

Boise, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Client Service Associate 2

Boise, ID · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

Responsible for initiative planning and ongoing client relationship management * collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in ...

Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

Sr. Client Portfolio Manager

Boise, ID

$188K - $282K/yr

  • Medical

  • Life

  • Retirement

... Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all ... Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ...

Client Coordinator

Meridian, ID · On-site

$17.25 - $23/hr

  • Retirement

  • PTO

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... Manager. EDUCATION AND EXPERIENCE: * High school diploma required; associate degree or above ...

Client Delivery Associate

Boise, ID · On-site

$46K - $72K/yr

... M tools. Here's What You Can Expect * Create, analyze, and distribute recurring and ad hoc client ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Client Servicing Associate

Boise, ID · On-site

$13.75 - $19/hr

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...

Client Servicing Associate

Boise, ID · On-site

$13.75 - $19/hr

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...

Associate must have 15+ years experience with minimum 2 years' experience as Client Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred

Showing results 21-40

Client Management Associate information

See Meridian, ID salary details

$9

$21

$39

How much do client management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client management associate in Meridian, ID is $21.72, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 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.
Infographic showing various Client Management Associate job openings in Meridian, ID as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $43,940 per year, or $21.1 per hour.

Full-time

Re-posted 24 days ago


Job description

Client Servicing Assocuates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.

  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.

  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.

  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.

  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.

  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.

  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.

  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

  • Deal with some of the more complex client queries.

  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.

  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.

  • Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.

  • Prior experience in finance and/or accounting.

  • Strong computer skills, including proficiency in Microsoft Office.

  • Excellent attention to detail and strong documentation skills.

  • Outstanding verbal and written communication skills.

  • Strong organizational and interpersonal skills.

  • Exceptional problem-solving abilities.

Education and Experience:

  • Bachelor's degree or higher in Accounting or Financial/Business-related field.

  • 2+ years of relevant experience.