Top 1495 Client Relationship Associate Jobs

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Client Service Associate
Gallagher —Rolling Meadows, IL
- $48,000 - $72,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
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 - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Remote Client Advisory Associate
Elevate —Remote
- $50,000 - $70,000 a year
- Full-time
- Remote
- US work authorization
- Communication skills
- Entry level
- Professional development assistance
- Opportunities for advancement
Quick Apply
23h
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
5d
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
Client Relations & Lifestyle Associate
Worthland —Los Angeles, CA
- $50,000 - $200,000 a year
- Full-time
- Travel
- Communication skills
- Entry level
Quick Apply
Remote sales associate Part-time
North America Safe and Clean Water —Remote
- $20 - $22 an hour
- Part-time
- Remote
- Mid-level
- Continuous improvement
- Communication skills
- Work from home
- Flexible schedule
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 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 Client Relationship Associate
Brown Advisory —Washington, DC
- $65,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Client Onboarding Implementation Senior Associate
JPMorganChase —Chicago, IL
- $75,050 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Team management
- Health insurance
- Tuition reimbursement
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 Relationship Associate
Broadridge —Kansas City, MO
- $60,000 - $65,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Associate Relationship Manager
Net Law Group LLC —Remote
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
6d
Client Service Associate
Morgan Stanley —Baltimore, MD
- $34,320 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Focus Financial Partners —Pittsburgh, PA
- $55,000 - $60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Client Engagement Associate
Valitana LLC —Stamford, CT
- $85,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate - Part Time
Morgan Stanley —Las Vegas, NV
- $40,000 - $82,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance

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Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

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Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

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