Top 62874 Client Solutions Associate Jobs

Client Portal Service Associate (Contract)
HighTower Advisors —Chicago, IL
- Up to $50 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
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Client Solutions Associate
ETC Florida —West Palm Beach, FL
- $70,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- English
- Health insurance
- Dental insurance
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3d
Client Success Associate
The Human Reach —Remote
- $0 a year
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- 1 year
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TicketNetwork —Arlington, TX
- Full-time
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Gordian —Remote
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Travel Incorporated —Remote
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Remote Healthcare Call Center Representative
Conduent Commercial Solutions, LLC —Remote
- $16 an hour
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Health Advocate —Remote
- From $16.50 an hour
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Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
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- Bachelor's degree
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Contact Center Associate I (Remote)
TicketSummit —Jordan, UT
- Full-time
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- 1 year
- Entry level
- Dental insurance
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Customer Support Specialist
HelloTeam —Remote
- Full-time
- Remote
- Computer literacy
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Benefits Administration Services Associate
Conduent Business Services, LLC —Remote
- $18.44 an hour
- 8 hour shift
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13d
Customer Support Associate
M7 Health —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
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Client Services Associate
DSPolitical —Washington, DC
- $50,000 a year
- Full-time
- Background check
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Loan repayment program
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Client Order Management Associate
Caresoft Inc. —Wilmington, DE
- $40 - $42 an hour
- Contract
- Spanish
- Office
- Finance
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Member Services Representative
Versant Health —Remote
- $19 - $21 an hour
- Full-time
- Remote
- HIPAA
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Remote Healthcare Customer Service Representative
Conduent Commercial Solutions, LLC —Remote
- $16 an hour
- Email
- Remote
- Background check
- Microsoft Outlook
- Computer literacy
- Paid training
- Paid holidays
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
Provider Relations - Call Center Associate
Conduent State Healthcare, LLC —Remote
- $16 - $18 an hour
- Urgently hiring
- Computer literacy
- Administrative experience
- High school diploma or GED
- Paid training
- Paid holidays
Implementation Specialist
Included Health —Remote
- $35 - $45 an hour
- Full-time
- Urgent Care
- Mid-level
- 3 years
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Client Portal Service Associate (Contract)

HighTower Advisors -
Chicago, IL

Quick Apply

Job Details

Full-time
Up to $50 an hour

Qualifications

Customer communication

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team
Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower’s Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization

What You’ll Do

Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower’s client portal by reviewing and cleaning data
Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries
Validate results for accuracy and completeness
Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney)
Collect and implement data into the client portal. This involves uploading photos and logos, configuring the portal settings, and ensuring everything is properly integrated
Assist in testing the client portals to ensure that the data is displayed correctly and that the portal functions as expected. This includes validating the advisor and client experiences
Update the hiring manager and business stakeholders on project progress
Exhibit high level customer service with customers and clients.

What You’ll Bring

A Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.
3+ years of experience in the Financial Services industry (Wealth Management preferred).
A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
Excellent communication and interpersonal skills, with a desire to learn.
Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.

What We Offer

We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals.
This is a 6 month contract opportunity based in Chicago, IL, offering a pay rate of up to $50/hour. The role follows a hybrid schedule, with team members working onsite Monday through Thursday and remotely on Fridays.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

Client Solutions Associate jobs

Client Portal Service Associate (Contract)

Client Solutions Associate

Client Success Associate

Contact Center Associate I (Remote)

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Call Center Customer Service Representative (1st Shift)

Remote Healthcare Call Center Representative

Customer Care Associate

Client Success Associate - SaaS Software

Contact Center Associate I (Remote)

Customer Support Specialist

Benefits Administration Services Associate

Customer Support Associate

Client Services Associate

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Member Services Representative

Remote Healthcare Customer Service Representative

Client Solutions Associate

Provider Relations - Call Center Associate

Implementation Specialist

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