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Sr Client Associate Jobs (NOW HIRING)

Gallagher

Senior Client Associate

Louisville, KY

Overview As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work ...

Royal Bank of Canada

Senior Client Associate

Fresno, CA · On-site

$49K - $77K/yr

As a Senior Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.

Rockefeller Financial

Client Associate

Bluffton, SC · On-site

The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high ...

NextPhase Search

Client Services Associate

Waltham, MA · On-site

... Senior Client Associate → Vice President → Relationship Management. RESPONSIBILITIES * Prepare client presentation packages and performance reporting * Monitor asset allocation and liquidity ...

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Sr Client Associate information

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 are Sr Client Associates?

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, and why are they important?

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.

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 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 positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, advanced communication skills, and relevant certifications, and may involve managing high-net-worth clients or complex accounts.

Is a senior associate a high position?

A senior associate is generally considered a mid- to upper-level position within a company, often requiring several years of experience and specialized skills. While it is a step above entry-level roles, it is not typically regarded as a senior or executive-level position, but it can lead to higher management roles with further experience and responsibility.

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 sales roles. Success in such positions often depends on experience, client network, and performance, rather than formal education alone.

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 CRM tools to maintain client accounts and deliver excellent service.
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Sr Client Associate jobs near you
Client Associate / Senior Client Associate - Neuberger Wealth

Client Associate / Senior Client Associate - Neuberger Wealth

Neuberger Berman Group LLC

San Francisco, CA • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Position Overview:
NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry.
The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client base. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team's success and client satisfaction.
Primary Responsibilities:
  • Client Service: Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations
  • Liaison: Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
  • Client Support: Offer daily support for the team's client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks
  • Account Maintenance: Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders
  • Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
  • Account Monitoring: Oversee account activities including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems
  • Client Reporting: Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis
  • Data Management: Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database
  • Professional Development: Enhance job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Experience & Skills Qualifications:
  • 2+ years of proven client service / support or related experience in the financial services industry
  • An undergraduate degree and SIE, Series 7 and 66 licenses required
  • Additional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required
  • Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce
  • Broad knowledge of Wealth Management, financial products, and services
  • Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities
  • Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items
  • Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously
  • Ability to adapt to a rapidly changing and fast-paced business environment
  • Capable of operating effectively and working under pressure with tight deadlines
  • A proactive attitude and ability to work collaboratively

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
#LI-JG3
#LI-Hybrid
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $80,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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