Top 50976 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
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
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
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
Quick Apply
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
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
Store Manager
Aloha Petroleum —Kailua-Kona, HI
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- On-the-job training
Associate Director of OP
FLACRA —Penn Yan, NY
- $63,000 - $64,000 a year
- Full-time
- LMFT
- Licensed Clinical Social Worker
- Outpatient experience
Quick Apply
Store Manager
Aloha Petroleum —Kealakekua, HI
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- On-the-job training
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
7d
Audit Associate
Halliday, Schwartz & Co. —Spartanburg, SC
- Full-time
- CPA
- Mid-level
- Finance
- Opportunities for advancement
- Flexible schedule
Quick Apply
Bookkeeper
Halle Porter Newland & Rickett, LLP —Bakersfield, CA
- $25 - $45 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Estimator
Harrington Industrial Plastics —Tulsa, OK
- Full-time
- ERP systems
- Data analysis skills
- Adults
- Paid jury duty
- Health savings account
Quick Apply
Client Experience & Community Partnerships
WHZ Strategic Wealth Advisors —Pomfret Center, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Disability insurance
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Benefit Success Manager
ClaimLinx —Cincinnati, OH
- $45,000 - $47,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Employment Specialist
The Threshold Inc —West Bend, WI
- From $18 an hour
- Full-time
- Background check
- Clean driving record
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Document Quality Associate
Purvis Gray and Company, LLP —Ocala, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex
Greenway Insurance —Houston, TX
- $22 - $27 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
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

Corporate Client Associate

Client Services Associate

Commercial Banking Specialist

Trust & Treasury Analyst

Title Officer Associate -Minimum 3 Years Experience

Tax Manager

Store Manager

Associate Director of OP

Store Manager

Wealth Planning Liaison

Audit Associate

Bookkeeper

Senior Estimator

Client Experience & Community Partnerships

Client Service Associate (Hybrid Work Option)

Benefit Success Manager

Employment Specialist

Document Quality Associate

Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex

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