Top 50359 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 Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
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
12d
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
Attorney
Tully Rinckey —Rochester, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Military Attorney
Tully Rinckey —Albany, NY
- $120,000 - $160,000 a year
- Full-time
- Military
- Office
- In-person
- Health savings account
- Health insurance
Quick Apply
Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Licensed Associate Counselor - Full Time Hybrid
Thrive Counseling, LLC —Toms River, NJ
- Up to $57,700 a year
- Email
- Hybrid work
- Mid-level
- Office
- Children
- Paid training
- Continuing education credits
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
Attorney
Tully Rinckey —Albany, 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 —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- 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
Associate Attorney - Construction Defect Firm
Kasdan Turner Thomson Booth LLLC —Honolulu, HI
- $120,000 - $170,000 a year
- Full-time
- No background check
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Licensed Associate Counselor - Fee For Service
Thrive Counseling, LLC —Gilbert, AZ
- Up to $51,700 a year
- Email
- Hybrid work
- Mid-level
- Office
- Children
- Paid training
- Continuing education credits
Quick Apply
Trusts and Estates Attorney
Tully Rinckey —White Plains, NY
- $120,000 - $200,000 a year
- Full-time
- 5 years
- Mentoring
- In-person
- Health savings account
- Health insurance
Quick Apply
Immigration Attorney
Sanabria & Associates, PLLC —Silver Spring, MD
- $80,000 - $100,000 a year
- Full-time
- Spanish
- Office
- Project management
- Health savings account
- Paid holidays
Quick Apply
Associate Attorney - Workers' Compensation
Chartwell Law —Atlanta, GA
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
Quick Apply
Director of Training, Behavioral Health Fellowship
Marin Community Clinics —Novato, CA
- $120,000 - $149,000 a year
- Full-time
- Spanish
- Licensed Clinical Social Worker
- Adults
- Mileage reimbursement
- Paid holidays
Attorney, Tax & Estate Planning
Brown & Streza LLP —Irvine, CA
- $180,000 - $235,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Quick Apply
Veterinarian
Pet Urgent Cares —East Norriton, PA
- $200,000 - $250,000 a year
- Full-time
- Clinic experience
- Mid-level
- Surgery
- Health insurance
- Tuition reimbursement
Quick Apply
7d

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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 Services Associate

Inside Partner Success Associate (Remote)

Commercial Banking Specialist

Attorney

Military Attorney

Attorney

Licensed Associate Counselor - Full Time Hybrid

Family and Matrimonial Attorney

Attorney

Family and Matrimonial Attorney

Attorney

Associate Attorney - Construction Defect Firm

Licensed Associate Counselor - Fee For Service

Trusts and Estates Attorney

Immigration Attorney

Associate Attorney - Workers' Compensation

Director of Training, Behavioral Health Fellowship

Attorney, Tax & Estate Planning

Veterinarian

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

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