Client Associate Jobs
Client Associate jobs are open across wealth management, financial services, banking, and insurance, from entry-level to senior associate, with specializations in portfolio support, client onboarding, and relationship management. See the openings below and apply to the ones that match your experience.
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Job Overview
As a Client Relationship and Lead Nurture Associate, you’ll build strong client connections and move qualified prospects through the sales process. You’ll use phone communication, customer service, and consultative selling to understand needs, follow up on leads, and support deal closing. This role brings together inside sales, technology sales, and consistent client communication.
Duties
- Make outbound and warm calls to prospective and existing clients; use telemarketing approaches thoughtfully and professionally.
- Qualify leads, understand client needs, present relevant solutions, negotiate terms, and help close deals.
- Record interactions, lead status, and follow-up actions in customer relationship management (CRM) software.
- Build relationships with existing clients to ensure excellent client experience and help grow existing community
- Your impact: Timely, relevant follow-up helps clients get clear answers and helps the sales team focus on promising opportunities.
Requirements
- Strong English communication skills, including clear phone communication, active listening, and professional client communication.
- Experience in sales and client sales consultations
- Experience with lead nurture - outbound calling, texting, and emailing to engage potential new clients
- Proficiency with GoHighLevel or other CRM
- Ability to use consultative selling, negotiation, and deal-closing skills while delivering attentive customer service.
- Outbound calling experience is valuable; call center experience and familiarity with sales technology adoption are preferred.
Pay: $16.00 per hour
Expected hours: 6.0 – 12.0 per week
Work Location: In person
Client Associate Jobs by Experience Level
Top Cities Hiring Client Associates
Explore client associate openings in the cities hiring most right now.
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Find Client Associate JobsClient Associate Job Market
Who's Hiring
- Jackson Hewitt175
- PNC Financial Services130
- Bank of America113
- JPMorganChase92
- TravisMathew Apparel92
Top Industries Hiring
- Banking & Financial Services31
- Investment & Asset Management29
- Technology & Software3
- Retail2
- Insurance2
What Employers Look For
The qualifications that appear most often in client associate jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Strong written and verbal client communication skills
- Experience with CRM platforms and portfolio management software
- Series 7 and Series 63 or 65 securities licenses, or willingness to obtain
- Proficiency in Microsoft Office, especially Excel and Outlook
- One to three years of experience in financial services or a client-facing role
Tips for Your Client Associate Job Search
Tailor your resume to relationship support
Hiring managers for client associate roles scan for evidence of client-facing communication and account coordination. Swap vague phrases like 'assisted team' for specific actions: managed client correspondence, prepared portfolio reports, or resolved account discrepancies. Quantify volume where you can.
Highlight your securities licenses early
If you hold a Series 7, Series 63, or Series 65, list them in your resume header or a dedicated credentials line, not buried in a skills section. Many client associate postings require or strongly prefer licensed candidates, and recruiters filter on this fast.
Apply early to roles that fit
Migrate Mate lists client associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by firm type, not just title
Client associate responsibilities vary sharply between a regional broker-dealer, a registered investment advisor, and a private bank. Read the job description for client asset size, account type, and whether you'll support advisors or manage relationships directly before applying.
Prepare for scenario-based interview questions
Interviewers routinely ask how you'd handle an upset client, a data discrepancy on an account statement, or a same-day request from an advisor before market close. Rehearse brief, structured answers that show both composure and process, not just intent.
Negotiate the licensing reimbursement, not just salary
Many firms reimburse exam fees and study materials for the Series 7 or CFP after a set tenure. If an offer is light on base pay, ask about licensing support, continuing education stipends, and the timeline for your first performance review as part of your counteroffer.
Client Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client associates?
The most active employers for client associates right now are Jackson Hewitt, PNC Financial Services, and Bank of America, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is strongest at wirehouses, regional broker-dealers, and registered investment advisory firms.
How many client associate jobs are remote?
About 51% of client associate openings are fully remote or hybrid as of November 2026, with the remote share concentrated in client service and onboarding coordination roles rather than positions that require in-branch advisor support or in-person client meetings at larger wealth management firms.
How do you become a client associate?
Start by earning a bachelor's degree in finance, business, or a related field, then gain client-facing experience in banking, insurance, or financial services. Obtain your Series 7 and Series 63 or 65 licenses, either before applying or through a firm's sponsored licensing program. Build familiarity with CRM tools and portfolio reporting software, and apply to entry-level associate roles at broker-dealers, RIAs, or private banks.
Can you get a client associate job with little or no experience?
Yes, many firms hire entry-level client associates and sponsor them through the Series 7 and Series 63 licensing exams. To compete without direct experience, emphasize transferable skills from customer service, banking, or administrative roles, demonstrate fluency with spreadsheet and CRM tools, and target smaller RIAs or regional broker-dealers that invest more in training new associates.
What does the client associate interview process look like?
Most client associate interviews begin with a phone screen focused on your background and interest in financial services, followed by one or two rounds with a branch manager or senior advisor. Expect scenario questions about handling client requests under pressure, data accuracy, and supporting multiple advisors simultaneously. Some firms include a short writing or Excel exercise to assess communication and analytical skills.
Where can I find and apply to client associate jobs?
You can find and apply to client associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, licensing status, and preferred firm type, then apply directly to each listing that fits.
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