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Sr Client Associate Jobs (NOW HIRING)

The Well

Senior Client Service Associate

Omaha, NE · On-site

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

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 ...

Nava Benefits

Client Associate - Large Group

About This Role & Why It Matters We're hiring a Large Group Client Associate to join our Client ... This is an ideal next-step role for a Senior Benefits Analyst or junior Account Manager who is ...

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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
Senior Client Services Associate

Senior Client Services Associate

Stratos Wealth Partners

Westlake Village, CA • On-site

Other

Retirement

Posted 17 days ago

Key responsibilities

  • Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner.

  • Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services.

  • Facilitate trades for client portfolios, as directed by the advisor.

Job description

About Stratos Wealth Partners
Stratos Wealth Partners provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.
Why Join Stratos Wealth Partners?
We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.
We are seeking a dynamic and experienced Senior Client Services Associate to join our team. As a Senior Client Services Associate, you will play a crucial role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for providing best-in-class service to our clients, processing daily client service operational tasks, and implementing strategies to enhance the client experience.
Responsibilities:
  • Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner
  • Build and maintain strong relationships with clients, gaining a deep understanding of their financial objectives and preferences
  • Collaborate with financial advisor to develop tailored solutions and investment strategies for clients
  • Proactively identify opportunities to add value to client relationships and enhance their overall experience
  • Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services
  • Facilitate trades for client portfolios, as directed by the advisor
  • Liaise with insurance companies on insurance and annuity contracts
  • Shepherd the rollover process for 401(k) plans
  • Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary
  • Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings
  • Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
Qualifications:
  • Bachelor's degree
  • 5+ years' experience in Financial Client Services
  • Series 65/66 preferred or willingness to obtain
  • Proven track record of building and maintaining strong client relationships
  • Excellent communication, interpersonal, and problem-solving skills
  • Strong leadership abilities with the capacity to motivate and mentor team members
  • Knowledge of investment products, financial markets, and industry regulations

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