Top 54554 Client Associate Jobs

Client Service Associate
TPM Placement —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
6d
Customer Service Associate
DenkenSolutions Inc —Springdale, PA
- $21 an hour
- Microsoft Office
- Bachelor's degree
- Conflict management
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Entry Level Client Success Associate
Galapagos Digital —Remote
- $45,000 - $75,000 a year
- Part-time
- Remote
- Writing skills
- High school diploma or GED
- Bachelor's degree
- Work from home
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2d
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
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Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
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Customer Support Associate II
ResMed —Remote
- $23.28 - $29.10 an hour
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Home Health
- Commuter assistance
- Health savings account
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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Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
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Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
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Client Success Associate
Onshore —Houston, TX
- $100,000 - $120,000 a year
- Remote
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Health savings account
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Associate Customer Experience Specialist
First Advantage —Remote
- $18 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Computer literacy
- Employee stock purchase plan
- Paid holidays
Benefits Administration Services Associate
Conduent Business Services, LLC —Remote
- $18.44 an hour
- 8 hour shift
- Remote
- Computer literacy
- High school diploma or GED
- Criminal background check
- Paid training
- Paid holidays
12d
Customer Support Specialist
1stdibs.com —New York, NY
- $24.50 - $27.00 an hour
- Remote
- Spanish
- 1 year
- Communication skills
- Commuter assistance
- Paid parental leave
Quick Apply
Customer Service Associate (USA)
Freightos —Remote
- $50,000 a year
- 8 hour shift
- Project management
- APIs
- 1 year
- Paid holidays
- Health insurance
Quick Apply
Client Experience Associate
AnywhereWorks —Florida
- From $16 an hour
- Full-time
- Remote
- Background check
- Spanish
- Computer literacy
Quick Apply
Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- Laboratory experience
13d
Client Services Associate
TransPerfect —Corvallis, OR
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Customer Service Associate
PRODUCTIONS LLC —Doral, FL
- $22.25 - $26.79 an hour
- Part-time
- Remote
- Spanish
- Microsoft Excel
- Computer literacy
Quick Apply
Client Service Delivery Associate III
Guardian Life Insurance Company —Remote
- $42,830 - $64,250 a year
- Email
- Computer literacy
- Basic math
- Mid-level
Client Service Associate
Jackson Hewitt - 2937 —Pell City, AL
- $10 an hour
- Full-time
- Computer literacy
- Office
- Communication skills
- Employee discount
- Opportunities for advancement
Quick Apply

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
6 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Wealth management
Bachelor's degree
Attention to detail
Client services experience
Financial services
Assisting with digital banking services
Business
Client email correspondence
Client interaction via phone calls

Full Job Description

Client Service Associate

Location: Worcester, MA

Compensation: $60,000 - $75,000 + bonus (based on experience)

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients’ fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.

Some of the top qualities that we seek in new team members include:

· A sincere commitment to both client and team success

· Strong attention to detail and ability to follow through consistently

· Exceptional communication skills, both written and verbal

· Friendly, professional, and approachable demeanor

· Ability to build trust and make clients feel welcome and valued

· Strong organizational skills and ability to manage multiple priorities

· Autonomous self-starter who takes initiative and ownership

· Positive attitude and willingness to assist wherever needed

· Ability to anticipate client and advisor needs

· Strong problem-solving and troubleshooting skills

· High ethical standards and commitment to confidentiality

· Comfortable working in a fast-paced, collaborative environment

As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.

In your new role, you can expect to:

· Serve as a primary point of contact for clients by phone and email, providing responsive and professional support

· Develop strong client relationships by delivering a personalized service experience

· Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications

· Respond to client questions and service requests while ensuring a positive client experience

· Assist with onboarding new clients by gathering required documentation and coordinating account paperwork

· Support account transfers, account maintenance requests, and ongoing client service needs

· Track and communicate updates related to paperwork, transfers, and account changes

· Assist clients with online portal access, login support, and basic troubleshooting

· Maintain accurate client information, notes, and activity records within the CRM system

· Prepare standard client reports and assist with client communications

· Support advisors with meeting preparation, scheduling, and administrative needs

· Assist with technology-related questions from clients and internal team members, including portal access and navigation issues

· Maintain and support CRM systems and assist with process improvements

· Help train team members on new technology tools, updates, and best practices

Qualifications for this role include:

· Bachelor’s degree from an accredited college or university

· 2+ years of experience in financial services support, preferably in a Client Service Associate role

· Strong written and verbal communication skills

· Experience working with CRM systems, Microsoft Office, and online client portals

· Familiarity with wealth management platforms such as Schwab and Advyzon is a plus

· Ability to manage multiple projects and deadlines with strong attention to detail

· Excellent interpersonal skills and a professional, client-focused approach

· Ability to work independently while collaborating effectively with advisors and team members

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Wealth management: 2 years (Required)
Financial services: 2 years (Required)
Client services: 2 years (Preferred)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

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