Top 51989 Associate Client Partner Jobs

Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Experience Associate - Entry-level!
Morgan Hunter Companies —Overland Park, KS
- $65,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Associate Banker
BMO Financial —Carroll, IA
- $41,714 - $49,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
9d
Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
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
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
Client Success Associate
Payabli —Miami, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Partner Success Associate (Remote)
TheGuarantors —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Client Success Associate
Gartner —Irving, TX
- $45,000 - $60,000 a year
- Email
- Hybrid work
- Residential
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid training
Quick Apply
Associate Attorney
Law Offices of Blake Fulton Quackenbush —Anchorage, AK
- $130,000 - $300,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental 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
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
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
School-based Mental Health Therapist
Peninsula Behavioral Health —Port Angeles, WA
- $80,000 - $87,000 a year
- Full-time
- Background check
- School experience
- LMFT
- Wellness program
- Health savings account
Quick Apply
8d
Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Senior Associate Attorney, Litigation
Stanton | Barton LLC —Clayton, MO
- $125,000 - $200,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply

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Client Service Associate

Confluence Financial Partners
Canonsburg, PA

Quick Apply

Job Details

Full-time
From $55,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft Excel
Finance
Customer service
Microsoft Office
Bachelor's degree
Customer relationship management
Financial services

Full Job Description

Client Service Associate

About Confluence Financial Partners

At Confluence Financial Partners, we believe that our firm and associates make an impact by helping our clients maximize their lives and legacies. Every associate that joins our organization is part of a group striving to make an impact on individuals, families, and businesses in Western Pennsylvania and beyond. We leverage our resources to make an impact in the communities we serve via individual wealth management, insurance offerings, and 401(k) management for businesses.

Reports To
Chief Operating Officer

Job Overview

The Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. The main role is to assist clients by answering inquiries, preparing client paperwork, scheduling meetings and contacting clients with information regarding their investment accounts. The successful candidate will embrace the Core Values of Confluence Financial Partners: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful. If you’re ready to advance your career on a team that’s dedicated to growing and improving on a daily basis, then a position with Confluence might be a great fit for you!

Responsibilities and Duties

Function as an assistant to the advisor(s) assigned by the firm
Assist clients with requests related to account and money management
Contact clients via electronic means, written correspondence, or telephone
Update, maintain and/or access client accounts, transactions or documents
Ensure all necessary paperwork has been received by client and provide explanation on proper completion of documents.
Arrange internal pre-meetings, and client meetings for advisors
Prepare reports or materials
Maintain client and firm records
Other duties as assigned

Qualifications

Bachelor’s degree
Prior experience in a financial institution preferred
Proficient in Microsoft Office Suite programs, especially Excel
Proven track record analyzing data and interpreting results
Demonstrated understanding of financial markets and trends is a plus
Exemplary track record of customer service

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Paid time off
Tuition reimbursement
Vision insurance

Schedule:

Monday to Friday

Education:

Bachelor's (Required)

Experience:

Financial Services: 1 year (Required)
Customer service: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

Associate Client Partner jobs

Client Service Associate

Client Experience Associate - Entry-level!

Associate Business Analyst, Client

Associate Banker

Client Service Associate

Inside Partner Success Associate (Remote)

Client Services Associate

Client Success Associate

Partner Success Associate (Remote)

Client Success Associate

Client Success Associate - SaaS Software

Customer Support Associate

Associate Attorney

Attorney

Attorney

Attorney

Family and Matrimonial Attorney

School-based Mental Health Therapist

Attorney

Senior Associate Attorney, Litigation

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

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