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Client Operations Associate Jobs (NOW HIRING)

EBizCharge

Client Operations Associate

Irvine, CA · On-site

This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the ...

Aksia

Client Operations Associate, Private Markets

Position Overview Aksia is seeking an associate level professional to join our Private Markets Client Operations team. Our client operations team is responsible for providing comprehensive accounting ...

BNY

Specialist, Client Operations II

Everett, MA

$52K/yr

Associate, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...

SCS Financial

Associate, Client Operations

Portsmouth, NH

$60K - $70K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&A") department, the Client Operations team is ...

New

SCS Financial

Associate, Client Operations

Portsmouth, NH · On-site

$60K - $70K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&A") department, the Client Operations team is ...

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How much do client operations associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

What job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What cities are hiring for Client Operations Associate jobs? Cities with the most Client Operations Associate job openings:
What are the most commonly searched types of Client Operations jobs? The most popular types of Client Operations jobs are:
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Client Operations Associate jobs near you

Client Operations Associate

Lepley Recruiting Services

Alpharetta, GA • On-site

$65K - $85K/yr

Full-time

Posted 8 hours ago

Job description

Client Operations Associate
Alpharetta, GA

A leading wealth management firm based in Alpharetta is seeking a Client Operations Associate to support advisors in delivering exceptional client service and operational excellence. This role blends client interaction with behind-the-scenes coordination, ensuring a smooth and efficient experience across all client accounts and activities.

Key Responsibilities:

  • Serve as a primary point of contact for clients, ensuring clear, timely communication
  • Maintain and update client records, schedules, and tasks within the CRM system
  • Prepare and submit required documentation in alignment with internal and regulatory guidelines
  • Keep advisors informed of client activity, updates, and service requests
  • Develop proficiency in custodial platforms and reporting systems
  • Process client transactions, including wires, transfers, and ACH requests
  • Coordinate new client onboarding, including account setup and documentation
  • Support ongoing account maintenance activities, including distributions and updates
  • Ensure accurate recordkeeping and organization within digital systems
  • Maintain a working knowledge of industry regulations and operational best practices

Qualifications:

  • Bachelor’s degree required (Business or related field preferred)
  • Strong organizational skills with attention to detail
  • Excellent communication and client service abilities
  • Comfortable working with technology platforms and systems

Preferred Experience:

  • 2+ years of experience in operations or client support within a professional services environment
  • Familiarity with CRM and financial platforms such as Redtail, eMoney, Charles Schwab, Black Diamond, or similar tools