Senior Client Service Associate Omaha, NE · Full-time · On-site We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha ...
Senior Client Service Associate Omaha, NE · Full-time · On-site We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha ...
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
Senior Client Advisor
Miami, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
Miami, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
Miami, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
Miami, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Client Associate
Boston, MA · Hybrid
The Client Associate will support the Office Head ("OH"), Relationship Managers ("RMs"), Client Managers ("CMs") Relationship Associates ("RAs") and Senior CAs within the Team or Office. They will ...
Client Associate
Boston, MA · Hybrid
The Client Associate will support the Office Head ("OH"), Relationship Managers ("RMs"), Client Managers ("CMs") Relationship Associates ("RAs") and Senior CAs within the Team or Office. They will ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
Senior Client Advisor
West Palm Beach, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
West Palm Beach, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
West Palm Beach, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
Senior Client Advisor
West Palm Beach, FL · On-site
... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This role will act as a senior point of contact for ...
Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations ...
Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations ...
Sr Client Service Associate
$80K - $90K/yr
Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...
Sr Client Service Associate
$80K - $90K/yr
Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...
Senior Registered Client Associate
Jericho, NY · On-site
$55K - $90K/yr
Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.
Senior Registered Client Associate
Jericho, NY · On-site
$55K - $90K/yr
Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.
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 ...
Position Summary The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and ...
Position Summary The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and ...
Position Summary The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and ...
Position Summary The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and ...
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 Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...
The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...
The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...
The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...
Senior Client Associate information
See salary details
$29K - $38.5K
17% of jobs
$44.1K is the 25th percentile. Wages below this are outliers.
$38.5K - $47.9K
14% of jobs
$47.9K - $57.4K
4% of jobs
$57.4K - $66.8K
14% of jobs
The median wage is $68.1K / yr.
$66.8K - $76.3K
12% of jobs
$76.3K - $85.7K
9% of jobs
$90.7K is the 75th percentile. Wages above this are outliers.
$85.7K - $95.2K
11% of jobs
$95.2K - $104.6K
9% of jobs
$104.6K - $114.1K
6% of jobs
$114.1K - $123.5K
3% of jobs
$123.5K - $133K
1% of jobs
$29K
$74.2K
$133K
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?

Job description
Senior Client Service Associate
Omaha, NE · Full-time · On-site
We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha, Nebraska. This is a full-time, on-site opportunity for someone ready to do more than traditional administrative support — we want a proactive partner who takes ownership, improves workflows, and helps elevate the client experience at every touchpoint.
What you'll do
- Serve as the primary point of contact for clients — delivering a high-touch, consistent, and professional experience
- Partner closely with financial planners before and after client meetings to ensure seamless follow-through
- Own new account paperwork, ACH, RMDs, scheduling, and client communications
- Manage and optimize CRM workflows in Salesforce and portfolio reporting in Black Diamond
- Identify and implement process improvements that scale capacity and enhance the client experience
- Support client portal rollouts and fintech implementation across the team
What we're looking for
- 3+ years of experience serving wealth management clients in an RIA, bank, or brokerage setting
- Series 63, Series 7, or Series 65 required
- Bachelor's degree required
- Schwab experience a strong plus
- Proficiency in Salesforce, Black Diamond, Orion/Right Capital, Holistiplan, Calendly, and the Microsoft Office suite
- Exceptional attention to detail, strong communicator, and a self-starter who sees projects through
- Comfortable in a fast-paced, evolving environment — energized by growth, not slowed by change
Why this role
- Be a meaningful contributor to a team with strong leadership and a clear growth vision
- Long-term career path with increasing responsibility and leadership opportunities
- Client-centric culture built on quality, integrity, and sustainable growth