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Sr Client Associate Jobs in Nevada (NOW HIRING)

Pwc

Senior Associate - Oracle SCM

Las Vegas, NV · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal ...

Pwc

Salesforce Consulting Senior Associate

Las Vegas, NV · On-site

$77K - $202K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... As a Senior Associate, you guide and mentor junior team members while navigating complex challenges ...

Pwc

Oracle EPM - Senior Associate

Las Vegas, NV · On-site

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate & Summary A ... Accounting, Finance Minimum Years of Experience: 3 year(s) with advisory client facing Oracle EPM ...

Hackajob

Client Support Specialist

Las Vegas, NV · On-site

$17.25 - $23.25/hr

Customer Experience Associate (CEA I) The Customer Experience Associate (CEA I) is responsible for ... Escalate more complex or unclear issues to senior team members when needed Process Adherence ...

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

Responsible for client relationship cultivation and retention, inspiring confidence through ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

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Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What cities in Nevada are hiring for Sr Client Associate jobs?

Cities in Nevada with the most Sr Client Associate job openings:

Sr Client Associate jobs near you

Senior Associate, Corporate Tax

KBF ADVISORY LLC

Las Vegas, NV • On-site

$100K - $140K/yr

Full-time

Medical, Dental, Retirement

Re-posted 12 days ago

Job description

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

KBF is currently seeking a Senior Associate to join our Corporate Tax Services team.

The KBF Corporate Tax Services group is 100% focused on income tax accounting assistance, tax compliance, and tax consulting. This includes preparation and review of income tax provision calculations, income tax return preparation and review, assistance with day-to-day federal, state, and international tax matters that may arise, and the identification, design, and implementation of tax planning strategies. As a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with both high-caliber team members and top-tier clients while maintaining a small-firm atmosphere.


Responsibilities

  • Prepare and review income tax provisions pursuant to ASC 740
  • Initiate, monitor, and deliver tax provision and tax compliance services in a timely and accurate manner
  • Proactively manage project deadlines to ensure delivery of work products based on client expectations and statutory deadlines
  • Review work of interns and associates before submitting to the management team for review
  • Openly communicate with leadership and teams about the status, timeline, issues, and progress of projects, tasks, and associated budgets
  • Stay current on changes within the profession and business environment.
  • Ensure team members are educated regarding changes in ASC 740 and tax law; facilitate team development to ensure proficiency in tax research and documentation
  • Develop and manage client relationships

Qualifications & Requirements

  • Bachelor’s degree is required; a Master’s degree is preferred
  • Must have completed the necessary academic credit hours to sit for the CPA exam
  • Minimum 2 years of tax experience in public accounting with a focus on corporate tax, preparing income tax provisions pursuant to ASC 740
  • Motivated, quick learner with strong communication skills and demonstrated professionalism
  • Able to work independently and as part of a team
  • Proficient with Microsoft Office suite
  • Individuals must be eligible to work in the U.S.


Irvine or San Diego, CA | Lake Oswego, OR | Las Vegas, NV | Seattle, WA


The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $100,000 to $140,000.

Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.