Top 69118 Client Solutions 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
Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
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14d
Client Service Associate
TPM Placement —Shelton, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
10d
Client Services Associate
One Day In July LLC —Burlington, VT
- $65,000 - $75,000 a year
- Full-time
- Office
- Travel
- Organizational skills
- Health insurance
- 401(k)
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Associate, Wealth Solutions Operations
Macquarie Group Limited —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
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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Customer Care Associate
Health Advocate —Remote
- From $16.50 an hour
- Full-time
- Remote
- Medical office experience
- HIPAA
- Organizational skills
- Paid holidays
- Health insurance
Client Solutions Associate
HireNow Staffing —San Francisco, CA
- $72,000 - $88,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Quality control
- Recruiting
- Health insurance
- Dental insurance
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Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Solutions Consulting Associate
Veeva Systems —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Commercial
- Paid holidays
- Health insurance
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 Solutions Associate
Courier Health —New York, NY
- $95,000 - $115,000 a year
- Mid-level
- Presentation skills
- 2 years
- Commuter assistance
- Paid parental leave
Intake Client Associate
Help at Home —Harrisburg, PA
- $23 - $28 an hour
- Full-time
- Remote
- Office
- High school diploma or GED
- Home Health
- Paid holidays
- Health insurance
9d
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
Payabli —Miami, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid training
Quick Apply
Client Scheduling Associate
Veritext —Reno, NV
- $20 - $23 an hour
- Email
- Hybrid work
- Office
- US work authorization
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
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
Quick Apply
12d
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Agent, Commercial Lines
Armed Forces Insurance —Leavenworth, KS
- $49,000 - $58,000 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
- Paid holidays
- Disability insurance

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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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