Top 47789 Client Account Associate Jobs

Associate, Account Management
BWG Global —Purchase, NY
- $65,000 - $75,000 a year
- Business development experience
- Bachelor's degree
- Organizational skills
- Opportunities for advancement
Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
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Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
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Account Executive Associate
Compass Experience Labs —Remote
- Full-time
- Remote
- 1 year
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Associate Account Manager
VML —San Francisco, CA
- $35,000 - $75,000 a year
- Remote
- Microsoft Excel
- Research
- Mid-level
Quick Apply
Solutions Consulting Associate
Veeva Systems —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Commercial
- Paid holidays
- Health insurance
Account Associate
RPS —Berkeley Heights, NJ
- $36,500 - $71,000 a year
- Full-time
- Remote
- Microsoft Excel
- No experience needed
- Mid-level
- Paid parental leave
- Health savings account
8d
Account Manager
The Hilb Group —Remote
- Full-time
- Remote
- High school diploma or GED
- Entry level
- Health savings account
- Disability insurance
13d
Retail Sales Associate
Sim Gems Usa Inc —Remote
- From $70,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Business development experience
- Flexible schedule
Quick Apply
Tax and Audit Associate Accountant
Baldwin CPAs —Louisville, KY
- Full-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Zwicker & Associates, P.C. —Tampa, FL
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Project Manager -Exhibits and Trade Show
Access TCA —Whitinsville, MA
- $60,000 - $80,000 a year
- Extended hours
- CAD
- 5 years
- Team management
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Associate Attorney
Zwicker & Associates, P.C. —Round Rock, TX
- $95,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney
Maselli, Mills & Fornal, PC —Princeton, NJ
- $100,000 - $115,000 a year
- Full-time
- Background check
- Mid-level
- In-person
- Health savings account
- Disability 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
Litigation Associate
Anderson, Coe & King, LLP —Baltimore, MD
- $95,000 - $110,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Sales Associate
Cornerstone Controls —Cincinnati, OH
- From $45,000 a year
- Full-time
- Microsoft Outlook
- Office
- Accounting
- Paid training
- Health savings account
Quick Apply

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Associate, Account Management

BWG Global
Purchase, NY

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Job Details

$65,000 - $75,000 a year

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Client database systems
Schedule management
Bachelor's degree
Sales management systems proficiency
CRM system proficiency
Productivity software

Full Job Description

Who We Are:

BWG Global is a leading provider of primary research, connecting institutional investors, corporations, and industry professionals through a network of more than 100,000 experts and decision-makers worldwide. Through virtual forums, industry discussions, and customized research solutions, BWG helps clients gain timely insights into key industries, market trends, and business developments.

We are seeking an Associate to join our Strategic Accounts team. This is an excellent opportunity for an early-career professional who is passionate about client service, relationship management, and helping sophisticated clients maximize the value of BWG's research platform and services.

Who You Are:

The Associate will be responsible for managing and growing relationships with existing client accounts. Working closely with the VP of Strategic Accounts, this individual will serve as a trusted point of contact for clients, ensuring a high level of engagement, satisfaction, and retention.

The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced, professional environment. This role offers significant exposure to institutional investors, corporate clients, and senior business leaders while providing opportunities for professional growth within the organization.

What You'll Do:

Build and maintain strong relationships with existing client accounts.
Serve as a primary point of contact for client inquiries, requests, and ongoing account support.
Drive client engagement and adoption of BWG's research offerings, events, and services.
Manage subscription renewals and work to achieve high client retention rates.
Identify opportunities for account growth, cross-selling, and upselling additional BWG products and services.
Coordinate client meetings, reviews, and strategic planning discussions.
Collaborate with internal teams to ensure seamless delivery of client services and successful execution of client initiatives.
Maintain accurate client records, activity tracking, and pipeline management within the company's CRM platform.
Monitor client usage, engagement, and satisfaction to proactively address issues and improve the customer experience.
Prepare account updates, renewal forecasts, and client performance reports for management.
Develop a thorough understanding of BWG's research capabilities, industry coverage, and value proposition.

What You Bring:

Required

Bachelor's degree from an accredited college or university.
0–3 years of experience in account management, customer success, client services, sales support, business development, financial services, research, or a related field.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities and deadlines in a dynamic environment.
Demonstrated ability to build relationships with clients and internal stakeholders.
Proficiency with Microsoft Office Suite and CRM systems.

Preferred

Experience working with institutional investors, financial services firms, research organizations, media, events, or subscription-based businesses.
Familiarity with Salesforce or similar CRM platforms.
Interest in financial markets, business research, and industry analysis.

What Success Looks Like

High levels of client satisfaction and retention.
Successful execution of subscription renewal initiatives.
Increased client engagement across BWG products and services.
Consistent identification of account growth opportunities.
Accurate CRM management and reporting.
Strong collaboration with internal teams and stakeholders.

What We Offer:

Competitive base salary of $65,000–$75,000.
Annual performance-based bonus opportunity.
Professional development and career advancement opportunities.
Exposure to leading institutional investors, corporate executives, and industry experts.
Comprehensive benefits package.

#INDOC

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Refine Your Search

Client Account Associate jobs

Associate, Account Management

Client Success Associate (PST Hours)

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Account Executive Associate

Associate Account Manager

Solutions Consulting Associate

Account Associate

Account Manager

Retail Sales Associate

Tax and Audit Associate Accountant

Associate Attorney

Senior Account Associate - Commercial Insurance

Project Manager -Exhibits and Trade Show

Private Equity Investment Sales Associate

Tax Planner Associate

Associate Attorney

Associate Attorney

Wealth Planning Liaison

Litigation Associate

Sales Associate

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