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Senior Client Associate Jobs (NOW HIRING)

The Well

Senior Client Service Associate

Omaha, NE

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 ...

Bessemer Trust Inc.

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 ...

Bessemer Trust

Senior Client Advisor

Miami, FL

... 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 ...

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Senior Client Associate information

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$29K

$74.2K

$133K

How much do senior client associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for senior client associate in the United States is $74,198.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial advice, and supports account management tasks. They often coordinate with teams, prepare reports, and ensure client needs are met efficiently, typically requiring strong communication and organizational skills.

What does a senior associate do?

A senior client associate is responsible for managing client relationships, providing financial advice, and supporting account management. They often handle complex client inquiries, prepare reports, and use financial tools to ensure client satisfaction and retention.

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?

A Senior Client Associate can potentially earn $10,000 or more per month through commissions, bonuses, and base salary, especially in finance or investment firms. Success in such roles often depends on strong client relationships, sales skills, and industry experience, rather than formal degrees.

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?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related jobs, often offering six-figure salaries with bonuses. These positions typically require strong industry knowledge, certifications, and advanced client management skills.
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Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $74,198 per year, or $35.7 per hour.
Senior Client Service Associate

Senior Client Service Associate

The Well

Omaha, NE

Other

Posted 14 days ago

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

Apply