Top 46763 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
Client Delivery Associate
NewtonX —New York, NY
- $73,250 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Entry level
- Commuter assistance
- Paid holidays
Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
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
Marketing Community Liaison
The Medical Team —Hebbronville, TX
- $13 - $15 an hour
- Full-time
- Bilingual
- Driver's License
- Travel
- Health insurance
- Dental insurance
Quick Apply
10d
IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Bilingual Customer Service Representative
Foundever —Fort Smith, AR
- From $19 an hour
- Weekends as needed
- 18 years or older
- Office
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Senior Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
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
Steel Estimator
Patriot Trinity ,LLC. —Trinity, TX
- From $90,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Basic math
- Health insurance
- Dental insurance
Quick Apply
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
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
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
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
Store Manager
Aloha Petroleum —Kailua-Kona, HI
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- On-the-job training
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
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
Store Manager
Aloha Petroleum —Kealakekua, HI
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- On-the-job training
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

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

Client Delivery Associate

Corporate Client Associate

Litigation Associate

Marketing Community Liaison

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

Bilingual Customer Service Representative

Senior Associate

Wealth Planning Liaison

Steel Estimator

Associate Director of OP

Tax Manager

Senior Trade Consultant - Customs Brokerage

Client Experience & Community Partnerships

Store Manager

Employment Specialist

Cash Application/Accounting Specialist

Store Manager

Benefit Success Manager

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected