Top 50876 Associate Client Partner Jobs

Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
Quick Apply
Contact Center Associate I (Remote)
TicketNetwork —Arlington, TX
- Full-time
- Remote
- 1 year
- Entry level
- Dental insurance
- Paid time off
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Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid training
Quick Apply
Remote Support Service Specialist
CEG Solutions —Remote
- $28 - $35 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
11d
Associate Client Engagement Manager (Medical Communications)
Red Nucleus —Remote
- $80,000 - $93,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
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 —Albany, 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
Associate Attorney
Sebring & Associates —Monroeville, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Paid time off
Quick Apply
Attorney
Tully Rinckey —Syracuse, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Immigration Attorney
Sanabria & Associates, PLLC —Silver Spring, MD
- $80,000 - $100,000 a year
- Full-time
- Spanish
- Office
- Project management
- Health savings account
- Paid holidays
Quick Apply
Associate Attorney
Porter Kiakona Kopper, LLC —Honolulu, HI
- $95,000 - $135,000 a year
- Email
- Mid-level
- In-person
- Communication skills
- 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
Family Law Associate
The Geller Law Group —Fairfax, VA
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Team management
- Paid parental leave
- Disability insurance
Quick Apply
Associate Attorney - Construction Defect Firm
Kasdan Turner Thomson Booth LLLC —Honolulu, HI
- $120,000 - $170,000 a year
- Full-time
- No background check
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Andrews & Higgins Law Firm —Newport Beach, CA
- $155,000 - $175,000 a year
- Full-time
- Background check
- Management
- Doctoral degree
- Paid holidays
- Health insurance
Quick Apply
13d
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
Director of Training, Behavioral Health Fellowship
Marin Community Clinics —Novato, CA
- $120,000 - $149,000 a year
- Full-time
- Spanish
- Licensed Clinical Social Worker
- Adults
- Mileage reimbursement
- Paid holidays
Window Treatment Showroom Manager/Installer
Stevens Paint and Blinds —Corning, NY
- $55,000 - $65,000 a year
- Full-time
- Sales
- Basic math
- Mid-level
- Paid training
- Paid time off
Quick Apply
9d

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Client Service Associate

Elevation Wealth Partners
Remote

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Job Details

$45,000 - $55,000 a year

Benefits

Paid holidays

Qualifications

Phone communication
Bachelor's degree
Client interaction via phone calls

Full Job Description

Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

Compensation:

$45,000 - $55,000 annually

Responsibilities:

Management of advisors' calendars, including scheduling of business & client meetings
Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
Maintain up-to-date client records in our database
Assist clients with technical issues
Perform data entry in financial planning software
Take stewardship of community involvement, sponsorships, & events
Prepare and process client paperwork

Qualifications:

High level of personal responsibility and ability to work independently in a remote setting
Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
Bachelor’s degree (required) in finance, business administration, or a related field (preferred)
1-3 years of experience in a financial services role
Strong communication and interpersonal skills with a client-first attitude. Excellent phone skills are a must
Close attention to detail and excellent organizational skills.
Proficiency in Microsoft Office Suite and experience with CRM software are a plus.

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

W-2 employment status
Twelve (12) paid company holidays with a year-end extended winter break
Opportunities for professional development and growth within the firm.

Quick Apply

Refine Your Search

Associate Client Partner jobs

Client Service Associate

Corporate Client Associate

Contact Center Associate I (Remote)

Customer Support Associate

Remote Support Service Specialist

Associate Client Engagement Manager (Medical Communications)

Associate Attorney

Attorney

Attorney

Associate Attorney

Attorney

Immigration Attorney

Associate Attorney

Attorney

Family Law Associate

Associate Attorney - Construction Defect Firm

Associate Attorney

Commercial Banking Specialist

Director of Training, Behavioral Health Fellowship

Window Treatment Showroom Manager/Installer

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