Top 51184 Associate Client Partner Jobs

Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Workers' Compensation Associate Claim Representative (Early Talent) - Eastern Alliance
ProAssurance —Charlotte, NC
- $19.43 - $32.06 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
8d
Insurance Analyst/Associate-Insurance & Risk Specialist - Remote 3 Days a Week with Benefits-Legal Dept - Rye New York
New York Blood Center Inc —Rye, NY
- $38.72 - $43.85 an hour
- Part-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Inside Partner Success Associate (Remote)
TheGuarantors —Remote
- $60,000 - $70,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 1 year
- Paid parental leave
- Health savings account
Quick Apply
9d
Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Attorney
Tully Rinckey —Syracuse, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Attorney
Tully Rinckey —Rochester, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Trusts and Estates Attorney
Tully Rinckey —White Plains, NY
- $120,000 - $200,000 a year
- Full-time
- 5 years
- Mentoring
- In-person
- Health savings account
- Health insurance
Quick Apply
Greenwood Private Practice: Child and Adolescent Therapist LMHC/LCSW/LMFT
Sunstone Health & Wellness —Greenwood, IN
- $45 - $75 an hour
- Part-time
- Private practice
- LMFT
- Licensed Clinical Social Worker
- Professional development assistance
- Flexible schedule
Quick Apply
9d
Associate Attorney
Law Offices of Blake Fulton Quackenbush —Anchorage, AK
- $130,000 - $300,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Litigation Associate
FAVROS Law —Tacoma, WA
- $125,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Customer service
- Free parking
- Commuter assistance
Quick Apply
Associate Attorney (Litigation) Opportunity
Krogh & Decker, LLP —Sacramento, CA
- $110,000 - $155,000 a year
- Full-time
- Hybrid work
- Employment & labor law
- Mid-level
- In-person
- Paid holidays
- Health insurance
Quick Apply
Family Preservation Therapist
Josiah White's —Fort Wayne, IN
- $63,000 - $65,000 a year
- 8 hour shift
- LMFT
- Licensed Clinical Social Worker
- Mid-level
Quick Apply
We're growing! Experienced Associate Attorney - Divorce & Family Law
Romano Law, PC —Oregon
- $101,000 - $250,000 a year
- Email
- Google Workspace
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Senior Associate Attorney, Litigation
Stanton | Barton LLC —Clayton, MO
- $125,000 - $200,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Substance Use Disorder Professional
Peninsula Behavioral Health —Port Angeles, WA
- $28 - $35 an hour
- Full-time
- Background check
- Clean driving record
- Addiction Medicine
- Wellness program
- Health savings account
Quick Apply
Attorney
Tully Rinckey —Albany, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply

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Client Service Associate

Stonebridge Financial Partners
Troy, MI

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Investment management
Multitasking
Bachelor's degree
Attention to detail
Client services
Organizational skills
Appointment scheduling
Time management
Interpersonal communication

Full Job Description

Job Summary

· The Client Service Associate plays a crucial role in delivering an exceptional client experience and supporting the firm’s daily back-office operations. This position involves supporting the firm’s advisors, preparing for client meetings, maintaining financial and investment data, and ensuring timely follow-up with clients. In addition, this role is responsible for maintaining operational efficiency, handling administrative and compliance-related tasks, and ensuring all documentation and regulatory requirements are met accurately and on time.

Responsibilities & Activities

Client Service & Communication Support

· Support the planning department in preparing for client meetings

· Draft meeting notes and follow-up letters

· Schedule and manage the client review calendar to ensure timely and efficient reviews

· Coordinate delivery of tax documents and assist with client onboarding

· Address basic client questions under guidance of the Wealth Advisor (WA)

· Assist clients with access to and navigation of online portals and financial technology

· First point of contact for client communication

Data Management & CRM Oversight

· Ensure client information is up to date and accurate in the firm’s CRM system

· Track and communicate turnaround times and status of operational requests to both the WA and clients

Operations Support

· Prepare and process new account applications and account maintenance documents with accuracy and attention to detail.

· Handle check deposits and maintain proper documentation for compliance tracking.

· Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients.

· Coordinate and mail client documents and correspondence in a timely manner.

· Establish and maintain client files in compliance with regulatory and internal standards.

· Facilitate estate related changes (eg: Client Death Claims).

· Prepare and submit Financial Planning Agreements as part of client onboarding and servicing.

· Adhere to firm defined service and turnaround benchmarks.

· Perform other duties and special projects as assigned by management.

Knowledge, Skills & Experience

· Minimum 3 years related experience with an investment management/advisory firm/client service role

· Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients

· Detail oriented with excellent organizational and time management skills

· Ability to multi-task in a smaller team environment

· Demonstrated exceptional client service skills

Helpful but not required

· Experience with CRM Software (e.g. Wealthbox)

· Experience with Schwab & Fidelity

· Bachelor’s degree in a finance related field from an accredited institution

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Investment management: 3 years (Required)

Ability to Commute:

Troy, MI 48098 (Required)

Work Location: In person

Quick Apply

Refine Your Search

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Client Service Associate

Workers' Compensation Associate Claim Representative (Early Talent) - Eastern Alliance

Insurance Analyst/Associate-Insurance & Risk Specialist - Remote 3 Days a Week with Benefits-Legal Dept - Rye New York

Client Service Associate

Client Services Associate

Inside Partner Success Associate (Remote)

Commercial Banking Specialist

Attorney

Attorney

Trusts and Estates Attorney

Greenwood Private Practice: Child and Adolescent Therapist LMHC/LCSW/LMFT

Associate Attorney

Attorney

Litigation Associate

Associate Attorney (Litigation) Opportunity

Family Preservation Therapist

We're growing! Experienced Associate Attorney - Divorce & Family Law

Senior Associate Attorney, Litigation

Substance Use Disorder Professional

Attorney

I want to receive the latest job alert for Associate Client Partner

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