Top 61534 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
Associate Wealth Advisor
Midas Wealth —New York, NY
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- 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
Quick Apply
14d
Associate (Federal Consultant - Affordable Housing)
Federal Practice Group LLC —Arlington, VA
- $70,000 - $85,000 a year
- Urgently hiring
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
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
Solutions Consulting Associate
Veeva Systems —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Commercial
- Paid holidays
- Health insurance
International Business Associate - Remote - Brandify Global Services
Brandify Global Services —Remote
- $15 - $25 an hour
- Temporary
- Remote
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Benefits Administration Services Associate
Conduent Business Services, LLC —Remote
- $18.44 an hour
- 8 hour shift
- Remote
- Computer literacy
- High school diploma or GED
- Criminal background check
- Paid training
- Paid holidays
12d
Client Delivery Associate
NewtonX —New York, NY
- $73,250 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Entry level
- Commuter assistance
- Paid holidays
Client Service Associate
Atlantic Group —Boston, MA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Technical Parts Validation & Data Entry
DenkenSolutions Inc —Anderson, SC
- $25 an hour
- Full-time
- High school diploma or GED
- Organizational skills
- In-person
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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
Associate Laboratory Integrations Solutions Engineer- Onsite or fully remote!
SAGIS PLLC —Houston, TX
- Background check
- Mid-level
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
Sensory Technician
DenkenSolutions Inc —Marysville, PA
- $18 an hour
- Monday to Friday
- Microsoft Outlook
- Basic math
- Entry level
Quick Apply
Customer Support Specialist
DenkenSolutions Inc —St. Louis, MO
- $22 an hour
- Office
- In-person
- Entry level
Quick Apply
Client Service Associate
Raymond James Financial Services —Newton Lower Falls, MA
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Call Center Customer Service Representative (1st Shift)
Travel Incorporated —Remote
- Full-time
- Remote
- Office
- High school diploma or GED
- Travel
- Paid training
Quick Apply
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
TCI Wealth Advisors, Inc. —Scottsdale, AZ
- $26.45 - $32.22 an hour
- Full-time
- Administrative experience
- Bachelor's degree
- Organizational skills
13d

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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

Refine Your Search

Client Solutions Associate jobs

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