Top 46873 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
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
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
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
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
Litigation Associate
Gutierrez, Preciado & House, LLP —Pasadena, CA
- From $110,000 a year
- Urgently hiring
- Writing skills
- In-person
- Entry level
- Paid holidays
- Disability insurance
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
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
Staff Engineer
Wentworth Partners & Associates, Inc. —Amesbury, MA
- $64,000 - $76,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Free parking
- Paid holidays
Quick Apply
10d
Store Manager
Aloha Petroleum —Kailua-Kona, HI
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- On-the-job training
Associate Veterinarian
Heart + Paw —Glenmont, NY
- $100,000 - $150,000 a year
- Clinic experience
- Mid-level
- Communication skills
Quick Apply
Veterinarian – Outpatient & Preventive Care
Veterinary Practice Partners —Hopewell Junction, NY
- $100,000 - $120,000 a year
- Part-time
- Mid-level
- Outpatient experience
- Outpatient
- Continuing education credits
- Paid holidays
Quick Apply
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
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
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
Licensed Outpatient Clinician
Children's Hope Alliance —Statesville, NC
- $55,000 - $65,000 a year
- On call
- School experience
- LMFT
- Computer literacy
Quick Apply
Comfort Advisor
Trustal Recruiting —Sandpoint, ID
- From $40,000 a year
- Overtime
- Hybrid work
- Clean driving record
- Heavy lifting
- Office
- Paid time off
Quick Apply
1d
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
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

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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

Inside Partner Success Associate (Remote)

Client Services Associate

Associate Veterinarian- Plum Creek

Associate Veterinarian

Tax Manager

Litigation Associate

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

Associate Attorney

Staff Engineer

Store Manager

Associate Veterinarian

Veterinarian – Outpatient & Preventive Care

Medical Director - Reynolds Road Animal Hospital

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

Associate Veterinarian

Licensed Outpatient Clinician

Comfort Advisor

Financial Advisor

Wealth Planning Liaison

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

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