Associate Client Director Jobs
Associate Client Director jobs are open across consulting, technology, financial services, advertising, and healthcare, from mid-level account management to senior client leadership, with specializations in strategic accounts, revenue growth, and customer success. See the openings below and apply to the ones that match your experience.
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Showing 5 of 360+ Associate Client Director jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5Associate Client Director Jobs by Experience Level
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Find JobsAssociate Client Director Job Market
Who's Hiring
- Alvarez & Marsal15
- JPMorganChase10
- Robert Half8
- EPAM Systems8
- Grant Thornton6
Top Industries Hiring
- Technology & Software10
- Consulting & Professional Services8
- Marketing & Advertising3
- Investment & Asset Management3
- Law & Legal Services2
What Employers Look For
The qualifications that appear most often in associate client director jobs.
- Five or more years of client management or account leadership experience
- Demonstrated ability to retain and grow enterprise or mid-market accounts
- Proficiency with CRM platforms and pipeline reporting
- Strong executive-level communication and presentation skills
- Experience leading cross-functional teams to deliver client outcomes
- Bachelor's degree in business, communications, marketing, or a related field
Tips for Your Associate Client Director Job Search
Quantify your book-of-business results
Hiring managers for associate client director roles want to see revenue retained or grown, not just relationships managed. Pull exact figures from your CRM history, QBRs, or renewal reports and lead with them on your resume before describing responsibilities.
Apply early to roles that fit
Migrate Mate lists associate client director openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to the client tier
An associate client director role at an enterprise software firm expects experience with multi-stakeholder accounts worth seven figures, while an agency version prioritizes campaign delivery and renewals. Read the client profile in each job description and mirror that language in your resume.
Surface cross-sell and upsell achievements
Many associate client director candidates undersell expansion revenue. If you identified whitespace and grew an existing account, call that out explicitly with the percentage or dollar increase, since that signal matters far more than account count alone.
Prepare a client crisis narrative for interviews
Interviewers at the associate client director level routinely ask how you have handled an at-risk account or an escalating client. Prepare one specific story with the trigger, your actions, and the measurable outcome, and practice delivering it in under three minutes.
Negotiate total compensation, not just base
Associate client director offers often include variable components tied to retention or expansion targets. Before accepting, clarify what percentage of the bonus is realistically attainable, what the quota methodology is, and whether there is a ramp period with protected compensation.
Associate Client Director Jobs: Frequently Asked Questions
Which companies are hiring the most associate client directors?
The most active employers for associate client directors right now are Alvarez & Marsal, JPMorganChase, and Robert Half, and the most openings are in New York, California, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand is especially strong in technology, management consulting, and marketing services.
How many associate client director jobs are remote?
About 81% of associate client director openings are fully remote or hybrid as of November 2026, reflecting how relationship-focused roles have adapted to distributed work. Customer success and digital agency sub-specializations tend to have the highest share of remote-eligible positions, while roles tied to on-site client delivery or regulated industries skew more toward in-person.
How do you become an associate client director?
Most associate client directors move into the role after several years as a senior account manager or client success manager where they owned renewals and expansion. Building a record of growing accounts, leading internal project teams, and presenting to senior stakeholders prepares you for the step up. Developing executive presence and familiarity with contract negotiation accelerates the transition.
Can you get hired as an associate client director with little experience?
It's uncommon to land an associate client director role without at least some account ownership history, but candidates who have led client-facing projects, managed a small book independently, or driven measurable retention results can make a case. Highlighting any instance where you served as the primary client contact and resolved a high-stakes issue helps offset a shorter tenure.
What does the associate client director interview process look like?
Most hiring processes for associate client director roles include an initial recruiter screen, a hiring manager conversation focused on account history and client philosophy, and a panel or case-style round where you walk through how you would handle a retention challenge or growth opportunity. Some employers also ask for a written account plan or a presentation on a past client relationship before an offer is extended.
Where can I find and apply to associate client director jobs?
You can find and apply to associate client director jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that fit your background and industry focus, then apply directly to each opening that matches your experience.
See All 360+ Associate Client Director Jobs
Find roles that match your experience and apply in just a few clicks.
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