Top 46700 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
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
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Associate Construction Task Catalog Publisher
Gordian —Remote
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- Part-time
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- Business
- Associate's degree
- Construction Management
- Health savings account
- Disability insurance
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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Client Reporting Associate
Arrow Search Partners —New York, NY
- $75,000 - $90,000 a year
- Mid-level
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Client Service Associate
Apollon Wealth Management —Mount Pleasant, SC
- Full-time
- Research
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- Windows
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Associate Consultant
BGBx Consulting —Washington, DC
- $90,000 a year
- Hybrid work
- Microsoft Word
- Bachelor of Science
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Trust & Treasury Analyst
Hodgson Russ LLP —Buffalo, NY
- $49,200 - $60,450 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health savings account
- Disability insurance
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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
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Audit Senior 4 years plus experience
SD Associates PC —Elkins Park, PA
- $95,500 - $135,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Tax Manager
Lichtman & Associates, LLC —Wellesley, MA
- $130,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Profit sharing
- Health insurance
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Senior Geophysical Lead
Continental Shelf Associates Inc —Stuart, FL
- Full-time
- Driver's License
- Continuous improvement
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Title Officer Associate -Minimum 3 Years Experience
NORTH IDAHO TITLE —Coeur d'Alene, ID
- $17.68 - $23.81 an hour
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
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Associate Director of Program Services - Service Dog Organization
Canine Partners for Life —Cochranville, PA
- $45,000 - $50,000 a year
- Overtime
- Management
- Experience working with individuals with disabilities
- Public speaking
- Health insurance
- Dental insurance
Quick Apply
Senior Trade Consultant - Customs Brokerage
GHY International —Minneapolis, MN
- $55,000 - $65,000 a year
- Full-time
- Research
- Travel
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
10d
Senior Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Agency Advancement Associate
Farmers Insurance Agency —Strasburg, CO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
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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
Experienced CPA with path to partnership
Olivari & Associates, CPAs and Consultants —Ormond Beach, FL
- $70,000 - $90,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Relocation assistance
- Paid time off
Quick Apply
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

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Client Service Associate

Elevation Wealth Partners
Remote

Quick Apply

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

Client Success Associate - SaaS Software

Associate Construction Task Catalog Publisher

Inside Partner Success Associate (Remote)

Client Reporting Associate

Client Service Associate

Associate Consultant

Trust & Treasury Analyst

Insurance Leadership Development Associate

Audit Senior 4 years plus experience

Tax Manager

Senior Geophysical Lead

Title Officer Associate -Minimum 3 Years Experience

Associate Director of Program Services - Service Dog Organization

Senior Trade Consultant - Customs Brokerage

Senior Associate

Agency Advancement Associate

Civil Engineering Project Manager

Experienced CPA with path to partnership

Steel Estimator

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

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