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Client Operations Associate Jobs in Pacific, MO (NOW HIRING)

Brightli

Operations Associate

Saint Louis, MO · On-site

Operations Associate Location: St. Louis, Missouri Department: Administration Employment Type ... • Manage client grievance and OIG reporting processes while ensuring organizational and ...

Brightli

Operations Associate

Saint Louis, MO · On-site

... client grievance and OIG reporting processes while ensuring organizational and regulatory timelines are met Serve as a liaison for organizational and housing boards by coordinating meetings ...

Stifel

Operations Associate-Digital Support

Saint Louis, MO · On-site

$16.50 - $21.50/hr

Troubleshoots and diagnoses issues related to Stifel's Client Facing Applications, including ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Pacific, MO

Client Operations Associate information

See Pacific, MO salary details

$10

$24

$50

How much do client operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client operations associate in Pacific, MO is $24.69, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $28.51 per hour, depending on experience, location, and employer.

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 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.

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 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 is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

What cities near Pacific, MO are hiring for Client Operations Associate jobs?

Cities near Pacific, MO with the most Client Operations Associate job openings:

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Pacific, MO as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $51,362 per year, or $24.7 per hour.

Client Service and Operations Associate

Northwestern Mutual - Clayton

Chesterfield, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Location: Chesterfield, MO
Job Title: Client Service and Operations Associate
Type of Position: Full-time
Hours per week: 40
FLSA Classification: Exempt
Working Hours: 8:00am-5:00pm
Compensation: $50-55k
Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process.
INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESS
Job Summary
The Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support and implementation. The Client Service and Operations Associate is a liaison between the home office, financial advisor and clients.
Key Responsibilities
Client Service Support
  • Send meeting invites, send and follow up on requests for clients prior to meetings
  • Communicate and assist existing clients with anything they may need help with
  • Process client address, beneficiary, banking, and ownership updates and service requests
  • Process money movements, loan requests and repayments, policy surrenders
  • Assist clients with late payment notices and claims management
  • Manage CRM accuracy
  • Provide timely and confidential handling of client information

Operations Support
  • Ensuring NMIS and insurance compliance requirements are implemented and followed
  • Proactively prepare Advisors with all materials for client meetings and send follow-up summary emails after client meetings
  • Act as liaison among team, clients, and home office in client onboarding processes
  • Ensure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed
  • Prepare, process, track, fund, set up standing instructions for new investment accounts and confirm assets received and invested
  • Rollover calls with clients and implementation of new account

Minimum Job Requirements
  • Financial Services industry experience
  • Life and Health license required before starting date
  • Series 6 and 7 licenses preferred
  • Ability to proactively identify what needs to be accomplished and act
  • Ability to work both independently and in a team
  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
  • Strong analytical, problem solving, written and verbal communication skills
  • Independent learner who seeks knowledge and is adaptable to change

Benefits
  • Health, Vision, & Dental Insurance
  • Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
  • Simple IRA
  • PTO and holiday pay
  • Personal and professional development opportunities

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