Top 144178 Client Service Associate Jobs

Client Service Associate
Three Seasons Wealth —Salt Lake City, UT
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- Paid holidays
- Health insurance
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4d
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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Remote Customer Support Associate
Traveling with Mchaila —Carolina, PR
- Full-time
- Remote
- Administrative experience
- Organizational skills
- Communication skills
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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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1d
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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Virtual Insurance Associate (Entry Level)
Lucidspire Private limited Bangalore —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- High school diploma or GED
- Communication skills
- Entry level
- Opportunities for advancement
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7d
Customer Service Associate (USA)
Freightos —Remote
- $50,000 a year
- 8 hour shift
- Project management
- APIs
- 1 year
- Paid holidays
- Health insurance
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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 Delivery Associate III
Guardian Life Insurance Company —Remote
- $42,830 - $64,250 a year
- Email
- Computer literacy
- Basic math
- Mid-level
Contact Center Associate I (Remote)
TicketNetwork —Arlington, TX
- Full-time
- Remote
- 1 year
- Entry level
- Dental insurance
- Paid time off
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Client Service Associate
Morgan Stanley —San Jose, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Insurance- Commercial Lines Account Manager
Lechner & Stauffer, Inc. —Pennsburg, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Paid time off
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Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- Up to $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
Quick Apply
12d
Client Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply

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Client Service Associate

Three Seasons Wealth
Salt Lake City, UT

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

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

Qualifications

Teamwork
Administrative experience
Attention to detail
Cash management
Appointment scheduling

Full Job Description

The Role

Three Seasons Wealth (TSW) is seeking a detail oriented and client focused Client Service Associate to support our Client Services team. This role is essential to delivering a seamless client experience, ensuring operational excellence, and enabling advisors to focus on strategic relationship management. The ideal candidate is organized, proactive, and comfortable working in a fast paced, high touch environment.

Key Responsibilities

Client Relationship Management

· Serve as the primary point of contact for assigned high-net-worth clients and advisor relationships

· Build long-term relationships grounded in trust, responsiveness, and a clear understanding of client objectives

· Serve as a primary operational point of contact for clients, responding to inquiries with professionalism and urgency.

· Support onboarding of new clients, including account setup, documentation, and coordination with custodians.

· Assist with scheduling meetings, preparing materials, and ensuring timely follow‑up on client requests.

· Proactively engage clients with relevant updates, insights, and planning considerations

Advisor Support

Prepare reports, performance summaries, and meeting materials for advisors.
Maintain CRM records, ensuring data accuracy and timely updates.
Support advisors with workflow management, pipeline tracking, and client service initiatives

Investment Communication

Clearly articulate Alta’s investment philosophy, portfolio positioning, and performance drivers
Translate market developments and portfolio activity into meaningful client-facing insights

Client Experience & Execution

Ensure all client deliverables, follow-up items, and service requests are handled with precision and timeliness
Coordinate with operations and internal teams to support onboarding, account maintenance, and ongoing service needs
Maintain high standards of organization, documentation, and communication

Relationship Development

Identify opportunities to deepen existing client relationships and expand engagement over time

Team Collaboration

Work closely with advisors, portfolio managers, operations, and compliance teams to deliver a cohesive client experience.
Participate in internal projects aimed at improving processes, technology use, and service delivery.
Contribute to a positive, solutions‑oriented team culture.

Qualifications & Experience

Bachelor’s degree in finance, business, or a related field, or equivalent relevant experience.
CFP, CEP, SIE, Series 65 or additional professional certifications are a plus.
1–3 years of experience in wealth management, financial services, or a client‑facing operational role.
Strong organizational skills with exceptional attention to detail.
Excellent communication skills, both written and verbal.
Ability to manage multiple priorities at once and meet deadlines.
Strong understanding of investment fundamentals and portfolio construction concepts.
Experience with and proficiency in platforms like Schwab, MS Office, etc. is preferred.
May require Series 65 within 120 days of employment.

Compensation

· Base pay $65,000 - $80,000 depending on experience.

· Health, vision and dental insurance.

· 401(k) with matching

About Three Seasons Wealth

Three Seasons Wealth is a federally registered investment adviser based in the heart of Salt Lake City. We provide investment management services to ultra-high-net-worth individuals throughout the United States. TSW is defined by a disciplined investment philosophy, a long-term perspective, and a commitment to delivering a high-quality client experience. Our team operates within a flat structure that encourages accountability, intellectual curiosity, continuous improvement, and an enjoyable work environment.

TSW offers the opportunity to operate in a high-quality, client-focused environment where investment discipline and client experience are equally valued. This role is high impact and provides meaningful responsibility, direct client engagement, and the ability to contribute to long-term client relationships within a collaborative and professional team with a first-rate, growing firm.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k) 4% Match
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

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