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Client Operations Associate Jobs in Louisiana (NOW HIRING)

Crisp Recruit

Operations Manager

Harvey, LA

We embody a client-first philosophy that is reflected in every aspect of our work, from initial consultations to final verdicts. The Operations Manager role at Hills Daniels & Associates is pivotal ...

First Horizon Bank

Client Specialist

Lake Charles, LA · On-site

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests ...

First Horizon

Client Specialist

Lake Charles, LA · On-site

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests ...

Pwc

Sales Operations Senior Associate

New Orleans, LA

$77K - $202K/yr

These individuals analyse client needs, develop customer-centric solutions, and offer guidance and ... As a Senior Associate, you analyze complex problems, mentor others, and maintain elevated standards ...

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$9

$22

$45

How much do client operations associate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for client operations associate in Louisiana is $22.44, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $25.91 per hour, depending on experience, location, and employer.

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 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.

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.

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 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 are the most commonly searched types of Client Operations jobs in Louisiana? The most popular types of Client Operations jobs in Louisiana are:
Client Operations Associate jobs near you
Client Service Associate

Client Service Associate

Edelman Financial Engines

Mandeville, LA

Full-time

Posted 9 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Client Service Associate  
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 
 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
 
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
 
 As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues.  
  • Prepare and review all new account paperwork to ensure documents are complete and in good order.  
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.  
  • Document key client achievements and other relevant data into systems that will assist in future client interactions.  
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.  
  • Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed.  
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.  
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.  
  • Bachelor’s degree or equivalent experience preferred.  
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required.  
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality.  
 
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $54,000 - $65,000.  However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team’s growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team’s results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.    

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.    
     
 
About Edelman Financial Engines        
     
 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.  
 
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025. 
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