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Financial Customer Associate Jobs in Butler, KY (NOW HIRING)

UBS

Client Associate

Cincinnati, OH · On-site

Key responsibilities UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will ...

Wawa, Inc.

Customer Service Associate

Cincinnati, OH · On-site

$15 - $18.75/hr

As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Newtown, OH · On-site

$15 - $18.75/hr

As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa, Inc.

Customer Service Associate

Cincinnati, OH · On-site

$15 - $18.75/hr

As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Experience with CRM systems and basic financial software (experience with custodial platforms is a ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

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Showing results 21-40

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Butler, KY

Financial Customer Associate information

See Butler, KY salary details

$19.1K

$52.8K

$78.2K

How much do financial customer associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial customer associate in Butler, KY is $52,754.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $64,200.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Butler, KY are hiring for Financial Customer Associate jobs?

Cities near Butler, KY with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Butler, KY as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $52,754 per year, or $25.4 per hour.

Client Associate

UBS - Experienced professionals - job boards

Cincinnati, OH • On-site

Full-time

Re-posted 10 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team's equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.
The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment


Successful applicants will be trained on all necessary software programs and investment processes.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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