Top 52479 Associate Client Partner Jobs

Client Portal Service Associate (Contract)
HighTower Advisors —Chicago, IL
- Up to $50 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
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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
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Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
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Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
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6d
Partner Success Associate (Remote)
TheGuarantors —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Client Reporting Associate
Arrow Search Partners —New York, NY
- $75,000 - $90,000 a year
- Mid-level
- Office
- Finance
Client Administration Associate
Arrow Search Partners —New York, NY
- $85,000 - $100,000 a year
- Mid-level
- Office
- Bachelor's degree
Senior Associate, Partner Success
Curana Health —Remote
- Full-time
- Mid-level
- SQL
- Analysis skills
Client Success Associate
Payabli —Miami, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Client Operations Associate
JMG Financial Group —Downers Grove, IL
- $60,000 - $70,000 a year
- Overtime
- Hybrid work
- Research
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Client Onboarding Implementation Senior Associate
JPMorganChase —Chicago, IL
- $75,050 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Team management
- Health insurance
- Tuition reimbursement
Account Executive Associate
Compass Experience Labs —Remote
- Full-time
- Remote
- 1 year
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Associate Consultant, Client Services
C Space —Remote
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Analysis skills
- Travel
- Paid parental leave
- Paid holidays
Quick Apply
4d
Client Engagement Associate
MSIGHTS —Charlotte, NC
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply
Capital Markets Client Service Associate - 3rd Shift (Remote)
Broadridge —New York, NY
- $90,000 - $100,000 a year
- Overnight shift
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid sick time
14d
Quality Assurance Associate
Conduent State Healthcare, LLC —Remote
- $16 - $17 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid training
- Paid holidays
Associate, Operations
Learners Edge, LLC —Remote
- $55,000 - $65,000 a year
- Online Application
- Google Workspace
- Research
- Mid-level
- Paid parental leave
- Health insurance
6d
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Data Entry Support Specialist
Sort and Stack LLC —New York, NY
- $27 - $33 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- High school diploma or GED
- Dental insurance
- Vision insurance
Quick Apply
Client Solutions Associate
Engrain —Greenwood Village, CO
- $26 - $30 an hour
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- Health insurance
7d

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Client Portal Service Associate (Contract)

HighTower Advisors -
Chicago, IL

Quick Apply

Job Details

Full-time
Up to $50 an hour

Qualifications

Customer communication

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team
Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower’s Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization

What You’ll Do

Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower’s client portal by reviewing and cleaning data
Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries
Validate results for accuracy and completeness
Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney)
Collect and implement data into the client portal. This involves uploading photos and logos, configuring the portal settings, and ensuring everything is properly integrated
Assist in testing the client portals to ensure that the data is displayed correctly and that the portal functions as expected. This includes validating the advisor and client experiences
Update the hiring manager and business stakeholders on project progress
Exhibit high level customer service with customers and clients.

What You’ll Bring

A Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.
3+ years of experience in the Financial Services industry (Wealth Management preferred).
A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
Excellent communication and interpersonal skills, with a desire to learn.
Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.

What We Offer

We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals.
This is a 6 month contract opportunity based in Chicago, IL, offering a pay rate of up to $50/hour. The role follows a hybrid schedule, with team members working onsite Monday through Thursday and remotely on Fridays.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

Associate Client Partner jobs

Client Portal Service Associate (Contract)

Inside Partner Success Associate (Remote)

Corporate Client Associate

Retirement Client Associate

Partner Success Associate (Remote)

Client Reporting Associate

Client Administration Associate

Senior Associate, Partner Success

Client Success Associate

Client Operations Associate

Client Onboarding Implementation Senior Associate

Account Executive Associate

Associate Consultant, Client Services

Client Engagement Associate

Capital Markets Client Service Associate - 3rd Shift (Remote)

Quality Assurance Associate

Associate, Operations

Associate, Client Strategy

Data Entry Support Specialist

Client Solutions Associate

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