Top 52450 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 Construction Task Catalog Publisher
Gordian —Remote
- $22.88 - $34.32 an hour
- Part-time
- Remote
- Business
- Associate's degree
- Construction Management
- Health savings account
- Disability insurance
Associate Veterinarian
Rogers County Pet Hospital —Claremore, OK
- From $100,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Relocation assistance
Quick Apply
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
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
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
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
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
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
Qualified Professional MHSU
Integrated Care for Greater Health, Inc —Sealevel, NC
- On call
- Mid-level
- Driver's License
- Bachelor's degree
Quick Apply
Senior Litigation Associate – Complex Casualty - 5 - 9 Yrs Experience - Tampa, FL
Marshall Dennehey —Tampa, FL
- Full-time
- 5 years
- Office
- Analysis skills
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
Cash Application/Accounting Specialist
Pure Water Partners LLC —Sandpoint, ID
- $21 - $24 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
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
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
Insurance Sales & Service Associate
Farmers Insurance Agency —Northfield, MN
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
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
Agency Advancement Associate
Farmers Insurance Agency —Kirkwood, MO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Resource Specialist - Nutrition
Southern Maine Agency on Aging —Springvale, ME
- $21 - $22 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
10d
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

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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

Associate Construction Task Catalog Publisher

Associate Veterinarian

Insurance Leadership Development Associate

Audit Senior 4 years plus experience

Agency Advancement Associate

Associate Veterinarian- Plum Creek

Tax Manager

Associate Veterinarian

Qualified Professional MHSU

Senior Litigation Associate – Complex Casualty - 5 - 9 Yrs Experience - Tampa, FL

Senior Associate

Cash Application/Accounting Specialist

Senior Trade Consultant - Customs Brokerage

Wealth Planning Liaison

Insurance Sales & Service Associate

Associate Veterinarian

Agency Advancement Associate

Resource Specialist - Nutrition

CNC Nesting Engineer Technician

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

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