Client Solutions Associate Jobs
Client Solutions Associate jobs are open across SaaS, financial services, healthcare, and logistics, from entry-level to senior associate and team lead, with specializations in account management, customer success, and B2B onboarding. See the openings below and apply to the ones that match your experience.
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Showing 5 of 315+ Client Solutions Associate jobs
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.
The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.
Responsibilities:
- The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
- Acts as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
- Responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Leads all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
- Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
- Maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
- Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Job Qualifications:
- At least 3 years of demonstrated success in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Broad and deep familiarity with global treasury management products, services and trends
Desired Qualifications:
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Product and financial acumen
- Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
- Ability to read and leverage data to proactively identify trends and opportunities
- Strong ability to organize, prioritize and balance multiple sales activities
- A deep understanding of bank structure and the operational aspects of global cash management products and services
- Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
- Passionately curious, courageous, knowledge of bank network and effective business partnering
- Intrinsically motivated to continuously improve processes and/or one’s own education
- Exercises the desire to mentor and sponsor other associates
- Ability and willingness to adopt new technology (i.e. AI, among others)
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Client Solutions Advisory
- Critical Thinking
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Coaching
- Collaboration
- Prioritization
- Written Communications
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and providing liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.
The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suits the clients’ needs. This individual will have daily virtual interactions with client contacts.
Responsibilities:
- The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
- Acts as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
- Responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Leads all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
- Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
- Maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
- Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Job Qualifications:
- At least 3 years of demonstrated success in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Broad and deep familiarity with global treasury management products, services and trends
Desired Qualifications:
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Product and financial acumen
- Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
- Ability to read and leverage data to proactively identify trends and opportunities
- Strong ability to organize, prioritize and balance multiple sales activities
- A deep understanding of bank structure and the operational aspects of global cash management products and services
- Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
- Passionately curious, courageous, knowledge of bank network and effective business partnering
- Intrinsically motivated to continuously improve processes and/or one’s own education
- Exercises the desire to mentor and sponsor other associates
- Ability and willingness to adopt new technology (i.e. AI, among others)
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Client Solutions Advisory
- Critical Thinking
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Coaching
- Collaboration
- Prioritization
- Written Communications
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)Hours Per Week:
40Client Solutions Associate Jobs by Experience Level
See All 315+ Client Solutions Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsClient Solutions Associate Job Market
Who's Hiring
- TikTok48
- Robert Half35
- AT&T16
- JPMorganChase11
- Meta7
Top Industries Hiring
- Technology & Software20
- Staffing & Recruiting9
- Banking & Financial Services4
- Consulting & Professional Services2
- Fintech1
What Employers Look For
The qualifications that appear most often in client solutions associate jobs.
- Bachelor's degree in business, communications, or a related field
- One to three years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for executive-level client interactions
- Ability to manage multiple accounts simultaneously and prioritize competing deadlines
- Experience with client onboarding, renewals, or upsell processes in a B2B environment
Tips for Your Client Solutions Associate Job Search
Tailor your resume to client outcomes
Client solutions associate hiring managers scan for measurable results, not task lists. Reframe each bullet around a client outcome you drove, like retention improved, onboarding time cut, or upsell revenue added. Generic account support language gets filtered out fast.
Apply early to roles that fit
Migrate Mate lists client solutions 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 that match your vertical
Client solutions associate roles differ significantly between fintech, healthcare, and logistics. Filter openings by your industry background, since employers in regulated sectors want candidates who already understand compliance language and client sensitivities specific to that space.
Build a client-facing writing sample
Many interviews include a written exercise where you draft a client-facing email or escalation response. Prepare two or three polished examples in advance: one for a renewal conversation, one for a service issue, and one for a product expansion ask.
Prepare your stakeholder mapping answers
Interviewers for this role almost always ask how you manage multiple contacts at a single account. Walk through a real scenario where you navigated both a day-to-day user and an executive sponsor, and explain how you kept both engaged without creating conflicting expectations.
Negotiate using client book size
When discussing compensation, anchor your ask to the size and complexity of the client portfolio you've managed, not just your title or years of experience. Demonstrating that you've owned high-value or high-volume accounts gives you a concrete basis for a stronger offer.
Client Solutions Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client solutions associates?
The companies hiring the most client solutions associates right now include TikTok, Robert Half, and AT&T, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Financial services, SaaS, and healthcare companies consistently account for the highest volume of postings.
How many client solutions associate jobs are remote?
About 75% of client solutions associate openings are fully remote or hybrid as of November 2026, reflecting strong employer flexibility in this role. Customer success and onboarding-focused positions tend to offer the highest share of remote options, while roles tied to on-site client relationships or field accounts skew toward in-person or hybrid arrangements.
How do you become a client solutions associate?
Start by building a foundation in a client-facing role, such as customer support, inside sales, or account coordination, where you develop skills in relationship management and problem resolution. From there, strengthen your familiarity with CRM tools and practice translating client needs into actionable internal requests. Targeting industries where you already have domain knowledge, like fintech or healthcare, makes your transition faster and your applications more competitive.
Can you get a client solutions associate job with little experience?
Yes, many employers hire candidates with limited direct experience if you can demonstrate strong communication skills and a client-service mindset. Entry-level postings often accept backgrounds in retail, hospitality, or technical support as a substitute for formal account management experience. Highlighting any situation where you resolved a client or customer issue, managed competing requests, or communicated across stakeholder levels helps close the experience gap on your application.
What does the client solutions associate interview process look like?
Most interview processes include an initial recruiter screen focused on your background and communication style, followed by a hiring manager conversation covering how you manage client relationships and handle escalations. A written or role-play exercise is common, where you draft a client email or respond to a mock service issue. Final rounds typically involve a panel with cross-functional team members from sales, product, or operations who assess how well you collaborate across departments.
Where can I find and apply to client solutions associate jobs?
You can find and apply to client solutions associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your industry background and experience level, then apply directly to each listing that matches what you're looking for.
See All 315+ Client Solutions Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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