Remote Client Associate Jobs
Remote client associate jobs are in active demand across the U.S., with remote-first firms and distributed teams in financial services, wealth management, and SaaS hiring consistently. Employers hiring remotely right now include Ameriprise Financial, Gallagher, and NielsenIQ. Scan the live roles below and apply to whichever ones fit.
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Help individuals and families review their insurance and financial protection needs as their circumstances change. You'll speak with prospective and returning customers by phone, discuss coverage options, answer questions, and help them take the next steps toward protecting what matters to them. This position blends client service, relationship management, and consultative sales. If you have experience working with customers, managing accounts, or recommending products and services, those skills can translate well. Training is provided to help you learn the products and develop your approach. Key Responsibilities • Conduct phone conversations to understand customer priorities and coverage needs • Review insurance and financial protection options with prospective customers • Maintain contact with clients and follow up when questions or new needs arise • Discuss additional coverage options when relevant to a customer's circumstances • Assist with applications, policy selections, and enrollment paperwork • Keep client information organized and document follow-up activity What You'll Bring • Background in customer service, sales, account management, or relationship-based work • Ability to establish rapport and maintain professional client relationships • Confidence discussing options and answering customer questions • Strong follow-through and attention to detail • Motivation to meet goals in a commission-based role • Willingness to learn through training and feedback • Reliable computer, internet connection, and a quiet home workspace What We Offer • Training and guidance on insurance products and client conversations • Interested prospects to connect with, along with opportunities for ongoing client contact • Full-time remote work with scheduling flexibility • Team support and opportunities to build your professional skills • Performance-based earning potential and career advancement opportunities
Pay: $62,000.00 - $82,000.00 per year
Work Location: Remote
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Find Remote Client Associate JobsRemote Client Associate Job Market
Who's Hiring
- Ameriprise Financial13
- Gallagher2
- NielsenIQ2
- Fulton Bank2
- Deutsche Bank2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote 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 Remote Client Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show async communication skills upfront
Remote client associate employers screen for written clarity before anything else. Include a concise, professional summary and use crisp language throughout your application to demonstrate you can manage client relationships without real-time back-and-forth.
Highlight CRM and remote tool proficiency
List specific platforms you've used, such as Salesforce, HubSpot, or Zendesk, in your work history rather than burying them in a skills section. Remote hiring managers want to see that you've operated these tools in a real client-service context.
Prepare for a remote-specific interview format
Remote client associate interviews often include a written exercise or asynchronous video screen to test how you communicate without real-time cues. Practice answering client scenario questions in concise written form before your first screen.
Remote Client Associate Jobs: Frequently Asked Questions
How do I get a remote client associate job?
Target companies that already run distributed client service teams, since they have established workflows for remote client associates and hire for that setup specifically. Remote employers screen hard for written communication, async responsiveness, and self-direction, so your application materials should reflect those skills directly. A background in CRM tools, client onboarding, or relationship management gives you a concrete edge.
Which companies hire remote client associates?
Employers currently hiring remote client associates include Ameriprise Financial, Gallagher, and NielsenIQ, per current remote listings on Migrate Mate as of November 2026. Remote client associate roles cluster at remote-first financial services firms, distributed wealth management teams, and SaaS companies with dedicated client success functions.
Can you get a remote client associate job with no experience?
Yes, but remote entry-level client associate roles are harder to land because employers expect you to work independently from day one without in-office support. Companies most likely to hire entry-level remote client associates include fintech startups and growing SaaS firms. Showing fluency with CRM platforms, strong written communication samples, and any client-facing volunteer or internship work can open the door.
Do you need a degree for remote client associate jobs?
Not always. Remote employers hiring client associates weigh demonstrated skills and results alongside or instead of a formal degree, especially at fintech and SaaS companies. Proficiency in CRM tools, a clean record of client communication, and evidence you can manage relationships independently carry real weight in remote hiring decisions.
Which industries hire the most remote client associates?
Most remote client associate openings sit in Banking & Financial Services and Investment & Asset Management, per current remote listings on Migrate Mate as of November 2026. Those sectors hire client associates remotely because their service and support functions run well on distributed teams with clear async communication protocols.
See All 68 Remote Client Associate Jobs
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