Top 52576 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
Associate Veterinarian
Rogers County Pet Hospital —Claremore, OK
- From $100,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Relocation assistance
Quick Apply
Associate Veterinarian- Plum Creek
Plum Creek Regional Animal Medical Center —Crete, IL
- $100,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Surgery
- Continuing education credits
- Relocation assistance
Quick Apply
CNC Nesting Engineer Technician
JW Bell, LLC —Cedar Rapids, IA
- $20 - $30 an hour
- Full-time
- ERP systems
- Mid-level
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Town & Country Veterinary Clinic - NY —Massena, NY
- $110,000 - $150,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
Medical Director Veterinarian (DVM) | AAHA-Accredited Practice | Portsmouth, VA
Churchland Animal Clinic —Portsmouth, VA
- Senior level
- Leadership
- Continuing education credits
- Health savings account
Quick Apply
Civil Engineering Project Manager
Walsh Engineering Associates —Westbrook, ME
- From $72,500 a year
- Full-time
- Civil engineering
- Schematics
- Construction site
- Profit sharing
- Paid holidays
Quick Apply
Associate Veterinarian
Heart + Paw —Glenmont, NY
- $100,000 - $150,000 a year
- Clinic experience
- Mid-level
- Communication skills
Quick Apply
Associate Veterinarian
Pine Woods Animal Hospital —North Tonawanda, NY
- $112,000 - $149,000 a year
- Mentoring
- Communication skills
- Entry level
- Continuing education credits
- Relocation assistance
Medical Director - Reynolds Road Animal Hospital
Reynolds Road Animal Hospital —Toledo, OH
- Full-time
- 3 years
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Global Talent Partners —Cleveland, OH
- Up to $155,000 a year
- Full-time
- Mid-level
- Medical-surgical
- US work authorization
- Continuing education credits
- Health insurance
Quick Apply
Lead Registered Veterinary Technician (RVT)
Aspire Veterinary Center —La Palma, CA
- $28 - $40 an hour
- Full-time
- Background check
- Spanish
- 7 years
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney
Zdarsky, Sawicki & Agostinelli LLP —Buffalo, NY
- $75,000 - $95,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
12h
Steel Estimator
Patriot Trinity ,LLC. —Trinity, TX
- From $90,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Supervision Associate
Northwestern Mutual —Cedar Rapids, IA
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
2d
Insurance Leadership Development Associate
Farmers Insurance Agency —Grand Junction, CO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
8d
Lead Associate KEAUHOU STORE
Aloha Petroleum —Kailua-Kona, HI
- $21 - $22 an hour
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- Tuition reimbursement
- On-the-job training
Associate Attorney
JCT Staffing —River Falls, WI
- From $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Business development experience
- Profit sharing
- Paid holidays
Quick Apply
3d
Veterinarian
Veterinary Practice Partners —Bangor, ME
- $115,000 - $130,000 a year
- Full-time
- Mid-level
- Medical-surgical
- Health insurance
- Paid time off
Quick Apply

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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

Associate Veterinarian

Associate Veterinarian- Plum Creek

CNC Nesting Engineer Technician

Associate Veterinarian

Medical Director Veterinarian (DVM) | AAHA-Accredited Practice | Portsmouth, VA

Civil Engineering Project Manager

Associate Veterinarian

Associate Veterinarian

Medical Director - Reynolds Road Animal Hospital

Associate Veterinarian

Lead Registered Veterinary Technician (RVT)

Associate Attorney

Steel Estimator

Supervision Associate

Insurance Leadership Development Associate

Wealth Planning Liaison

Lead Associate KEAUHOU STORE

Associate Attorney

Veterinarian

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