Top 46421 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 Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Senior Associate, Partner Success
Curana Health —Remote
- Full-time
- Mid-level
- SQL
- Analysis skills
Remote Support Service Specialist
CEG Solutions —Remote
- $28 - $35 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
11d
Associate Client Engagement Manager (Medical Communications)
Red Nucleus —Remote
- $80,000 - $93,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
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
14d
Senior Associate - Client Analytics Services
Veeva Systems —Remote
- $95,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Product management
- Travel
- Paid holidays
- Health insurance
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
Associate Attorney
Ross Family Law, PC —Oakland, CA
- $145,000 - $165,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
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
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
Labor and Employment Attorney
Tully Rinckey —Austin, TX
- $120,000 - $200,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- 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
Attorney
Tully Rinckey —Rochester, 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
Associate Attorney
The Law Offices of David P. Shapiro, APLC —San Diego, CA
- $125,000 - $175,000 a year
- Email
- Mid-level
- In-person
- 4 years
- Disability insurance
- Health insurance
Quick Apply
9d
Attorney
Tully Rinckey —Albany, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
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
Associate Attorney
Andrews & Higgins Law Firm —Newport Beach, CA
- $155,000 - $175,000 a year
- Full-time
- Background check
- Management
- Doctoral degree
- Paid holidays
- Health insurance
Quick Apply
14d
Associate Attorney - Labor & Employment
O'Hagan Meyer —Newport Beach, CA
- $170,000 - $215,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply

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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 Success Associate - SaaS Software

Senior Associate, Partner Success

Remote Support Service Specialist

Associate Client Engagement Manager (Medical Communications)

Inside Partner Success Associate (Remote)

Senior Associate - Client Analytics Services

Family and Matrimonial Attorney

Associate Attorney

Client Service Associate (Hybrid Work Option)

Associate Attorney - Construction Defect Firm

Labor and Employment Attorney

Attorney

Attorney

Attorney

Associate Attorney

Attorney

Trusts and Estates Attorney

Associate Attorney

Associate Attorney - Labor & Employment

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