The key tasks of your job as a Client Service Associate/Registered Client Service Associate include ... development needs to Senior Financial Advisor or Team Administrator as applicable Assist with ...
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include ... development needs to Senior Financial Advisor or Team Administrator as applicable Assist with ...
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited ...
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited ...
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited ...
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited ...
Marsh McLennan Agency Senior Client Manager, Business Insurance Our not-so-secret sauce. Award ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Marsh McLennan Agency Senior Client Manager, Business Insurance Our not-so-secret sauce. Award ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Senior Client Success Advisor
Atlanta, GA · Hybrid
$131K - $131K/yr
Senior Client Success Advisor Internal posting only. Job Level: Non-Management Exempt Workshift ... The health of our associates and communities is a top priority for Elevance Health. We require all ...
Senior Client Success Advisor
Atlanta, GA · Hybrid
$131K - $131K/yr
Senior Client Success Advisor Internal posting only. Job Level: Non-Management Exempt Workshift ... The health of our associates and communities is a top priority for Elevance Health. We require all ...
Senior Client Success Advisor
Columbus, GA · Hybrid
$122K - $122K/yr
Senior Client Success Advisor Internal posting only. Job Level: Non-Management Exempt Workshift ... The health of our associates and communities is a top priority for Elevance Health. We require all ...
Senior Client Success Advisor
Columbus, GA · Hybrid
$122K - $122K/yr
Senior Client Success Advisor Internal posting only. Job Level: Non-Management Exempt Workshift ... The health of our associates and communities is a top priority for Elevance Health. We require all ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · Hybrid
$27.38 - $45.61/hr
Registered Client Service Associate (CSA) Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · Hybrid
$27.38 - $45.61/hr
Registered Client Service Associate (CSA) Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a ...
Senior Client Executive (Employee Benefits)
Atlanta, GA · On-site
$160K - $220K/yr
Shapes the overall client relationship and lifecycle strategy. * Networks and builds relationships ... We've built a reputation for putting our associates first What if we told you that you could be an ...
Senior Client Executive (Employee Benefits)
Atlanta, GA · On-site
$160K - $220K/yr
Shapes the overall client relationship and lifecycle strategy. * Networks and builds relationships ... We've built a reputation for putting our associates first What if we told you that you could be an ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
New
Sr. Client Service Associate - Suwanee,GA
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
New
Senior Principal - Insurance
Atlanta, GA · On-site
$210K - $256K/yr
Client Relationship and Development: Represents Infosys to client - leads team's interactions with ... Brings new leads to Associate Partners and Partners. Opens conversations with new and existing ...
Senior Principal - Insurance
Atlanta, GA · On-site
$210K - $256K/yr
Client Relationship and Development: Represents Infosys to client - leads team's interactions with ... Brings new leads to Associate Partners and Partners. Opens conversations with new and existing ...
Client Support Representative - Entry Level
Atlanta, GA · On-site
$16.25 - $21/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon.
Client Support Representative - Entry Level
Atlanta, GA · On-site
$16.25 - $21/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon.
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Quick apply
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Quick apply
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Quick apply
Client Support Representative - Entry Level
Atlanta, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Senior Client Associate information
See Georgia salary details
$24.5K - $32.5K
17% of jobs
$37.2K is the 25th percentile. Wages below this are outliers.
$32.5K - $40.5K
14% of jobs
$40.5K - $48.4K
4% of jobs
$48.4K - $56.4K
14% of jobs
The median wage is $57.5K / yr.
$56.4K - $64.4K
12% of jobs
$64.4K - $72.4K
9% of jobs
$76.6K is the 75th percentile. Wages above this are outliers.
$72.4K - $80.4K
11% of jobs
$80.4K - $88.4K
9% of jobs
$88.4K - $96.3K
6% of jobs
$96.3K - $104.3K
3% of jobs
$104.3K - $112.3K
1% of jobs
$24.5K
$62.7K
$112.3K
How much do senior client associate jobs pay per year?
What does a senior client associate do?
What does a senior associate do?
What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
What is a Senior Client Associate job?
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
What job makes $10,000 a month without a degree?
What are the common responsibilities of a Senior Client Associate on a day-to-day basis?
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
What is the highest paid customer service job?

Other
Posted 13 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Wealth Management
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting.
Practice Management
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team
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