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Client Operations Associate Jobs in O Fallon, MO

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Client Service Associate (Family Office)

Saint Louis, MO · On-site

$14 - $19.50/hr

... Client Service Associate, you will support Family Office relationship management efforts by ... Ensure operational excellence: Perform daily reconciliation for processed transactions. Master ...

Client Service Associate (Family Office)

Saint Louis, MO · On-site

$14 - $19.50/hr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Service Associate ... Ensure operational excellence: Perform daily reconciliation for processed transactions. Master ...

Strategic Client Executive - RHP

Saint Louis, MO · On-site

$74K - $101K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Sales, Operations, Product, Services, and Marketing * Ability to anticipate future trends and ...

Showing results 41-60

Client Operations Associate information

See O Fallon, MO salary details

$10

$24

$49

How much do client operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client operations associate in O'Fallon, MO is $24.55, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.32 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?

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 cities near O'Fallon, MO are hiring for Client Operations Associate jobs? Cities near O'Fallon, MO with the most Client Operations Associate job openings:
Infographic showing various Client Operations Associate job openings in O'Fallon, MO as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $51,066 per year, or $24.6 per hour.

Partnership - Thought Leadership Associate Director

UHY International Ltd.

Saint Peters, MO

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago


Job description

JOB SUMMARYThe National Tax Operations Associate Director will play a key internal role focused on supporting our tax teams with complex partnership returns. This position is designed for someone with strong technical expertise who can serve as a resource to staff and partners, especially when it comes to reviewing challenging returns, addressing technical issues, and helping standardize workpapers and processes across the firm.
This role is highly collaborative and will involve working closely with various teams to ensure consistency and quality in our partnership compliance work. It also includes staying current on relevant legislation and court rulings and sharing those insights internally to keep our teams informed and aligned.
Although primarily internally focused, this role may occasionally be involved in client-facing work when a high level of technical insight is needed. The position carries billable hour responsibilities, and while travel is expected to be minimal, it may be required on occasionJOB DESCRIPTION

Technical Review & Oversight

  • Review complex partnership tax returns and supporting workpapers for accuracy, completeness, and compliance

  • Identify and resolve high-level technical issues, escalating when necessary

  • Serve as the firm's subject matter expert on partnership tax compliance and reporting

Process & Standardization

  • Evaluate and enhance workpaper templates, documentation standards, and return preparation processes

  • Lead initiatives to standardize and streamline tax workflows across offices

  • Collaborate with technology and operations teams to implement automation and efficiency tools where appropriate

Internal Support & Collaboration

  • Provide ongoing support to tax staff and partners on partnership tax matters

  • Deliver technical training and coaching to improve team expertise and confidence in handling complex partnership engagements

  • Develop and distribute technical guides, process documentation, and updates as needed

Research & Communication

  • Monitor and interpret new tax legislation, regulatory developments, and key court decisions related to partnerships

  • Communicate relevant updates across the firm, including practical guidance and implications for our clients and our operations

  • Represent the firm in select thought leadership opportunities and industry forums

Client Engagement

  • Participate in client consultations involving highly complex partnership structures or unique tax issues as needed

  • Support business development efforts through technical input and strategic recommendations when appropriate

Supervisory responsibilities

  • May supervise subordinate staff

Work environment

  • Work is conducted in a professional office environment with minimal distractions

Physical demands

  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

  • Must be able to lift up to 15 pounds at a time

Travel required

  • Limited travel may be requested for attending events, conferences, or internal meetings

Required education and experience

  • Bachelor's degree in accounting, finance, or a related field

  • 10+ years of relevant experience

  • 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment

  • CPA license

  • Responsible for completing the minimum CPE credit requirement

  • Extensive technical knowledge of Subchapter K, including basis and capital accounts, complex allocations, and tiered structures

  • Proven experience reviewing complex partnership returns and workpapers

  • Demonstrated ability to lead and support internal tax teams

  • Strong communication skills with the ability to explain technical issues clearly and concisely

Preferred education and experience

  • Advanced degree (Master's) or additional relevant certifications

  • Experience with tax process improvement, standardization, or automation initiatives

  • Familiarity with tax compliance systems and workflow tools (e.g., CCH Axcess)

  • Prior experience in a national or multi-office CPA firm environment

  • Exposure to or participation in firm-wide tax training, technical updates, or policy development

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.