Top 69388 Client Solutions Associate Jobs

Client Service Associate
TCI Wealth Advisors, Inc. —Scottsdale, AZ
- $26.45 - $32.22 an hour
- Full-time
- Administrative experience
- Bachelor's degree
- Organizational skills
14d
Client Support Associate
Stamford Business Group —Stamford, CT
- $54,340.65 - $65,442.50 a year
- Full-time
- Background check
- In-person
- Entry level
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Client Services Associate
One Day In July LLC —Burlington, VT
- $65,000 - $75,000 a year
- Full-time
- Office
- Travel
- Organizational skills
- Health insurance
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Office Associate
Crowe —Houston, TX
- $18.25 - $34.25 an hour
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- Microsoft Excel
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Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
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- English
- 1 year
- Leadership
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- Dental insurance
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Customer Care Associate
Health Advocate —Remote
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Client Solutions Associate
HireNow Staffing —San Francisco, CA
- $72,000 - $88,000 a year
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- Quality control
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Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
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Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
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Client Solutions Associate
Courier Health —New York, NY
- $95,000 - $115,000 a year
- Mid-level
- Presentation skills
- 2 years
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Customer Support Associate
M7 Health —Remote
- Full-time
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- Mid-level
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Intake Client Associate
Help at Home —Harrisburg, PA
- $23 - $28 an hour
- Full-time
- Remote
- Office
- High school diploma or GED
- Home Health
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Client Success Associate
Payabli —Miami, FL
- Full-time
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- Mid-level
- Communication skills
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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 Scheduling Associate
Veritext —Reno, NV
- $20 - $23 an hour
- Email
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- US work authorization
- Communication skills
- Paid holidays
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Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
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13d
Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
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- Mid-level
- Health insurance
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Inside Sales Associate
CUSTOM EQUIPMENT CO —Fort Smith, AR
- From $15 an hour
- Full-time
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Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
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- Mid-level
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Insurance Leadership Development Associate
Farmers Insurance Agency —Grand Junction, CO
- $36,000 - $56,000 a year
- Full-time
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Client Service Associate

TCI Wealth Advisors, Inc.
Scottsdale, AZ

Apply Now

Job Details

Full-time
$26.45 - $32.22 an hour
14 days ago

Qualifications

Customer communication

Full Job Description

Description: The Client Service Associate (CSA) is a member of TCI’s Client Service Team and plays a critical role in delivering an exceptional client experience by supporting Advisors, anticipating client needs, and ensuring operational excellence.

Client Service Associates support client and advisor service activities through TCI’s pod-based service model and centralized workflows. Responsibilities evolve across levels from foundational task execution and systems learning to independent ownership of client service activities and, at more advanced levels, mentorship, problem solving, and contribution to team effectiveness.

Requirements:

PRIMARY RESPONSIBILITIES

Employees in this role contribute to the following areas with increasing independence, complexity, scope, and accountability as they progress through levels:

Support client service requests through task queues, email, and workflow systems
Prepare, process, and track paperwork and account maintenance activities
Maintain accurate, up-to-date client records and documentation
Coordinate client communication, scheduling, and follow-up activities
Support advisor teams with timely, accurate execution of service requests
Collaborate across pods and internal teams to support client and business needs
Follow established procedures, controls, and compliance requirements
Identify opportunities to improve workflow, organization, and service consistency

HOW YOU'LL MAKE AN IMPACT

In this role, you'll have the opportunity to:

Support Advisors and clients by delivering timely, accurate, and responsive service.
Manage client service requests, account maintenance, and documentation through established workflows.
Coordinate client communications, scheduling, and follow up activities.
Build and maintain accurate client records while ensuring compliance with firm procedures.
Collaborate with Advisors and colleagues across teams to deliver a consistent and exceptional client experience.
Exercise sound judgment, prioritize competing responsibilities, and proactively identify solutions.
Contribute to workflow improvements, operational excellence, and team effectiveness.
Continue developing your knowledge, skills, and expertise while taking on increasing responsibility over time.

QUALIFICATIONS

We're looking for candidates who have:

Bachelor's degree or equivalent experience.
Relevant experience supporting clients, advisors, or administrative operations is preferred.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple priorities in a fast paced environment.
Commitment to teamwork, collaboration, and delivering exceptional client service.

GROW WITH TCI

At TCI, we believe in investing in our people. We welcome candidates with a variety of experience levels and are committed to helping our team members grow. As you build your knowledge, skills, and expertise, you'll have opportunities to take on increasing responsibility and advance your career within the Client Service team.

SALARY & BENEFITS

TCI offers a comprehensive Total Rewards package designed to support employees both professionally and personally. Our approach combines fair and competitive compensation with meaningful benefits, career development opportunities, flexibility that supports work life integration, and investment in employee and family well being.

Compensation for this role is determined based on role scope, demonstrated capability, experience, performance, and internal equity across the firm.

TCI Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We are committed to creating an inclusive environment where everyone can thrive.

Apply Now

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