Top 46574 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
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
Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Military Attorney
Tully Rinckey —Albany, NY
- $120,000 - $160,000 a year
- Full-time
- Military
- Office
- In-person
- Health savings account
- Health 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
Family and Matrimonial Attorney
Tully Rinckey —Albany, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Family and Matrimonial Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
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
Associate Attorney
Robinson Farthing Spandau Williams —Indianapolis, IN
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- US work authorization
- Organizational skills
- Health insurance
- Dental 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
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
Labor and Employment Attorney
Tully Rinckey —Austin, TX
- $120,000 - $200,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Health savings account
- 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
Associate Attorney - Professional & General Liability
Swartz Campbell LLC —Philadelphia, PA
- $90,000 - $125,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Residential
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Community Crisis Response Life Coach - Overnight
43 North Iowa —Mason City, IA
- From $19 an hour
- Weekends as needed
- Background check
- Spanish
- Addiction Medicine
- Health insurance
- Paid time off
Quick Apply
7d
Family Preservation Therapist
Josiah White's —Wabash, IN
- $63,000 - $65,000 a year
- 8 hour shift
- LMFT
- Licensed Clinical Social Worker
- Mid-level
Quick Apply
Litigation Associate
Gutierrez, Preciado & House, LLP —Pasadena, CA
- From $110,000 a year
- Urgently hiring
- Writing skills
- In-person
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney - California
Plante Huguenin Launi Kahn LLP —Irvine, CA
- $130,000 - $180,000 a year
- Full-time
- 5 years
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Insurance Defense Associate Attorney
Confidential —The Woodlands, TX
- From $85,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
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

Attorney

Attorney

Attorney

Military Attorney

Attorney

Family and Matrimonial Attorney

Family and Matrimonial Attorney

Associate Attorney

Associate Attorney

Associate Attorney - Construction Defect Firm

Commercial Banking Specialist

Labor and Employment Attorney

Trusts and Estates Attorney

Associate Attorney - Professional & General Liability

Community Crisis Response Life Coach - Overnight

Family Preservation Therapist

Litigation Associate

Associate Attorney - California

Insurance Defense Associate Attorney

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