Top 50832 Associate Client Partner Jobs

Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Insurance Analyst/Associate-Insurance & Risk Specialist - Remote 3 Days a Week with Benefits-Legal Dept - Rye New York
New York Blood Center Inc —Rye, NY
- $38.72 - $43.85 an hour
- Part-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
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
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
13d
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
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 —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
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
Attorney
Tully Rinckey —Buffalo, 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
Associate Attorney
Porter Kiakona Kopper, LLC —Honolulu, HI
- $95,000 - $135,000 a year
- Email
- Mid-level
- In-person
- Communication skills
- Health insurance
- Dental insurance
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
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
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
Tax Associate for High Net Worth Individuals
Ashton Thomas Private Wealth —Bozeman, MT
- $55,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Veterinarian
Veterinary Practice Partners —Fallston, MD
- $120,000 - $150,000 a year
- Mid-level
- Medical-surgical
- Continuing education credits
- Paid holidays
Quick Apply
Hybrid BCBA - Severe Behavior
BlueSprig —Elk Grove, CA
- Up to $114,000 a year
- Full-time
- Mid-level
- Clinic
- Children
- Continuing education credits
- Health savings account
Quick Apply
7d
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

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Client Service Associate

Stonebridge Financial Partners
Troy, MI

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Investment management
Multitasking
Bachelor's degree
Attention to detail
Client services
Organizational skills
Appointment scheduling
Time management
Interpersonal communication

Full Job Description

Job Summary

· The Client Service Associate plays a crucial role in delivering an exceptional client experience and supporting the firm’s daily back-office operations. This position involves supporting the firm’s advisors, preparing for client meetings, maintaining financial and investment data, and ensuring timely follow-up with clients. In addition, this role is responsible for maintaining operational efficiency, handling administrative and compliance-related tasks, and ensuring all documentation and regulatory requirements are met accurately and on time.

Responsibilities & Activities

Client Service & Communication Support

· Support the planning department in preparing for client meetings

· Draft meeting notes and follow-up letters

· Schedule and manage the client review calendar to ensure timely and efficient reviews

· Coordinate delivery of tax documents and assist with client onboarding

· Address basic client questions under guidance of the Wealth Advisor (WA)

· Assist clients with access to and navigation of online portals and financial technology

· First point of contact for client communication

Data Management & CRM Oversight

· Ensure client information is up to date and accurate in the firm’s CRM system

· Track and communicate turnaround times and status of operational requests to both the WA and clients

Operations Support

· Prepare and process new account applications and account maintenance documents with accuracy and attention to detail.

· Handle check deposits and maintain proper documentation for compliance tracking.

· Serve as backup for Office Administrator tasks, including answering phones, sorting mail, and greeting clients.

· Coordinate and mail client documents and correspondence in a timely manner.

· Establish and maintain client files in compliance with regulatory and internal standards.

· Facilitate estate related changes (eg: Client Death Claims).

· Prepare and submit Financial Planning Agreements as part of client onboarding and servicing.

· Adhere to firm defined service and turnaround benchmarks.

· Perform other duties and special projects as assigned by management.

Knowledge, Skills & Experience

· Minimum 3 years related experience with an investment management/advisory firm/client service role

· Strong verbal and written communication skills with a confident ability to engage with clients and prospective clients

· Detail oriented with excellent organizational and time management skills

· Ability to multi-task in a smaller team environment

· Demonstrated exceptional client service skills

Helpful but not required

· Experience with CRM Software (e.g. Wealthbox)

· Experience with Schwab & Fidelity

· Bachelor’s degree in a finance related field from an accredited institution

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Investment management: 3 years (Required)

Ability to Commute:

Troy, MI 48098 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Associate Client Partner jobs

Client Service Associate

Insurance Analyst/Associate-Insurance & Risk Specialist - Remote 3 Days a Week with Benefits-Legal Dept - Rye New York

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Client Service Associate

Inside Partner Success Associate (Remote)

Client Services Associate

Attorney

Attorney

Attorney

Trusts and Estates Attorney

Attorney

Family and Matrimonial Attorney

Associate Attorney

Associate Attorney

Associate Attorney - Construction Defect Firm

Commercial Banking Specialist

Tax Associate for High Net Worth Individuals

Veterinarian

Hybrid BCBA - Severe Behavior

Immigration Attorney

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