Top 1702 Client Relations Associate Jobs

Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
Quick Apply
Customer Associate - Entry Level
Confidential —Lehi, UT
- $800 - $1,300 a week
- Full-time
- Background check
- Residential
- Communication skills
- Paid training
Quick Apply
7d
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Business Development Associate (IT)
MAKSAASOFT —Remote
- $67,743.54 - $81,583.62 a year
- Part-time
- Remote
- Marketing
- Bachelor's degree
- Software development experience
- Opportunities for advancement
Quick Apply
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
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
1d
Seasonal Customer Love Associate - (Remote - GA based)
Reformation —Atlanta, GA
- $17.60 - $18.65 an hour
- Part-time
- Remote
- Communication skills
- Entry level
- Time management
- Commuter assistance
- Health insurance
Quick Apply
14d
Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Morgan Stanley —New York, NY
- $35,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Client Relationship Executive
LinguaLinx Language Solutions Inc. —Albany, NY
- $58,000 - $65,000 a year
- Remote
- English
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Kestra Financial —New York, NY
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Client Success Associate
WebMD —Newark, NJ
- $59,000 - $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Continuing education credits
- Commuter assistance
Quick Apply
Client Service Associate
Edelman Financial Engines, LLC —Charlotte, NC
- $54,000 - $65,000 a year
- Remote
- Mid-level
- Office
- Bachelor's degree
Quick Apply
13d
Client Relations Associate
Atlantic Transportation Services (ATS) —Baltimore, MD
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
7d
Client Service Associate
1840 & Company —Chicago, IL
- Full-time
- Hybrid work
- Writing skills
- English
- Office
Client Success Associate (Associate Account Manager)
WebMD —Newark, NJ
- $58,500 - $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Continuing education credits
- Commuter assistance
Quick Apply
Senior Associate Client Success Specialist
NTT Global Data Centers —Remote
- $81,400 - $110,100 a year
- Weekends as needed
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Disability insurance
- Health insurance
Private Wealth Management Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Relationship Associate
Broadridge —Kansas City, MO
- $60,000 - $65,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Administrative experience

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

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

Explore jobs in more locations

Client Relations Associate jobs near

Business Development Executive jobs in Remote

Client Associate jobs in Remote

Client Services Associate jobs in Charlotte, NC

Client Associate jobs in Newark, NJ

Client Services Associate jobs in New York, NY

Client Associate jobs in Kansas City, MO

Client Services Associate jobs in Chicago, IL

Customer Success Specialist jobs in Remote

Seasonal Associate jobs in Atlanta, GA

Client Associate jobs in Albany, NY

Client Success Manager jobs in Newark, NJ

Business Development Executive jobs in Janesville, WI

Executive Assistant jobs in Michigan

Business Development Executive jobs in Washington State

Business Development Executive jobs in Atlanta, GA

Business Administration jobs in Chattanooga, TN

Business Development Executive jobs in Charleston, SC

Nonprofit Development jobs in Washington, DC

Client Services Associate jobs in Rancho Palos Verdes, CA

Client Services Associate jobs in Baton Rouge, LA

Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) 4% Match
401(k) matching

Qualifications

Executive administrative support
Bachelor's degree
Client services experience
Organizational skills
Financial services
Productivity software
Technical Proficiency

Full Job Description

Firm Summary

Birks Financial is a small wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning. The firm is currently expanding the team to service the firm’s existing and new clients to manage new growth. Birks Financial currently manages ~$300M in client assets and brings on 12 clients/$25M annually. The goal is to grow to manage $1B in client assets in 10 years (by 2035).

Position Summary

The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. For CSAs who wish to develop along the advisory track, this role can be scoped to include paraplanning support.

Key Responsibilities

· Client Service & Communication

o Serve as the first point of contact for client inquiries via phone, email, or portal.

o Be the key voice of Birks Financial.

o Provide timely, accurate responses and proactive updates to clients.

o Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.

o Must be proactive and confident in answering incoming calls promptly, ensuring client needs are addressed with professionalism and a solutions-oriented approach.

o Helps the lead advisor to manage client expectations around custodian requests.

o Support thoughtful outreach around key client dates.

· Account Administration

o Process account openings, transfers, and maintenance requests.

o Conduct rollover calls and client onboarding processes.

o Coordinate with custodians and vendors to ensure accurate and timely execution of transactions.

o Maintain organized and compliant client records in CRM and document management systems.

o Assist in billing processes.

· Operational Support

o Monitor workflows to ensure deadlines are met and tasks are completed accurately.

o Update and create new workflows as necessary to help run business.

o Support compliance processes, including document retention and audit preparation.

o Accurate data entry and comprehensive client information management.

· Marketing Support

o Manage attendance and marketing for new client seminars.

o Attend evening marketing seminars (14 times per year).

o Conduct seminar scheduling follow-up.

· Team Collaboration

o Work closely with the Lead Advisor to ensure a consistent client experience.

o Participate in team meetings and contribute to process improvements.

o Actively contribute ideas and best practices from previous experiences to improve operations.

· Office Management

o Maintain office supplies inventory (e.g., pens, paper, printer ink) and reorder as needed.

o Ensure common areas (kitchen, meeting rooms) are tidy and stocked (e.g., dishes, coffee supplies).

o Coordinate with vendors for office equipment maintenance and repairs.

o Support onboarding of new team members with workspace setup.

· Paraplanning (depending on CSA advisory track)

o Help with tax & financial planning software data entry and report generation.

o Assist with preparation of financial reports, statements, and client deliverables.

o Assist in financial plan preparation

o Assist in annual review/client call preparation

Other duties as assigned.

Qualifications

Bachelor’s degree in business, finance, accounting, or related field preferred.
1–3 years of experience in financial services, client service, or related high-touch industries preferred, but not required.
Background as an executive assistant or in luxury service industries (hospitality, retail, etc.) is highly desirable.

Skills & Characteristics

Strong organizational skills and attention to detail.
Strong interpersonal skills are non-negotiable

Technology Proficiency

Highly desirable: Charles Schwab, CRMs (WealthBox), eMoney, Holistiplan, DocuSign
Non-negotiable: Microsoft Office.

Performance Metrics

Client satisfaction and responsiveness (e.g., inquiries addressed within 24 hours).
Accuracy of client documentation and error-free processing.
Compliance with regulatory and firm standards.
Contribution to team collaboration and operational efficiency.

· Office readiness and supply management effectiveness.

Compensation & Benefits:

Total Compensation: $55,000 - $85,000

Additional Compensation/Bonus Structure:

· Discretionary bonus/profit share based on individual performance metrics and overall firm growth.

Professional Growth & Development:

· Funded training and professional certifications

· Clear upward career mobility (Senior CSA, Chief of People, Advisor track, etc.)

· Salary increase upon attainment of advisory license

Benefits:

Health insurance
401(k) eligibility and 4% employer match
Paid bank holidays
Paid vacation time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

401(k)
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

Client Relations Associate jobs

Client Services Associate

Customer Associate - Entry Level

Client Success Associate - SaaS Software

Business Development Associate (IT)

Senior Associate - Client Analytics Services

Retirement Client Associate

Seasonal Customer Love Associate - (Remote - GA based)

Registered Client Service Associate

Client Service Associate

Associate Client Relationship Executive

Client Service Associate

Client Success Associate

Client Service Associate

Client Relations Associate

Client Services Associate

Client Service Associate

Client Success Associate (Associate Account Manager)

Senior Associate Client Success Specialist

Private Wealth Management Client Service Associate

Client Relationship Associate

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected