Top 46631 Associate client partner Jobs

Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
Inside Partner Success Associate (Remote)
TheGuarantors —Remote
- $60,000 - $70,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 1 year
- Paid parental leave
- Health savings account
Quick Apply
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
Associate Veterinarian
Rogers County Pet Hospital —Claremore, OK
- From $100,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Relocation assistance
Quick Apply
Associate Veterinarian- Plum Creek
Plum Creek Regional Animal Medical Center —Crete, IL
- $100,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Surgery
- Continuing education credits
- Relocation assistance
Quick Apply
Civil Engineering Project Manager
Walsh Engineering Associates —Westbrook, ME
- From $72,500 a year
- Full-time
- Civil engineering
- Schematics
- Construction site
- Profit sharing
- Paid holidays
Quick Apply
Medical Director Veterinarian (DVM) | AAHA-Accredited Practice | Portsmouth, VA
Churchland Animal Clinic —Portsmouth, VA
- Senior level
- Leadership
- Continuing education credits
- Health savings account
Quick Apply
Associate Veterinarian
Town & Country Veterinary Clinic - NY —Massena, NY
- $110,000 - $150,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
Supervision Associate
Northwestern Mutual —Cedar Rapids, IA
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
2d
Associate Veterinarian
Heart + Paw —Glenmont, NY
- $100,000 - $150,000 a year
- Clinic experience
- Mid-level
- Communication skills
Quick Apply
Associate Veterinarian
Global Talent Partners —Cleveland, OH
- Up to $155,000 a year
- Full-time
- Mid-level
- Medical-surgical
- US work authorization
- Continuing education credits
- Health insurance
Quick Apply
Medical Director - Reynolds Road Animal Hospital
Reynolds Road Animal Hospital —Toledo, OH
- Full-time
- 3 years
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Litigation Associate
Gutierrez, Preciado & House, LLP —Pasadena, CA
- From $110,000 a year
- Urgently hiring
- Writing skills
- In-person
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Steel Estimator
Patriot Trinity ,LLC. —Trinity, TX
- From $90,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex
Greenway Insurance —Houston, TX
- $22 - $27 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Associate Veterinarian at Colonial Terrace Animal Hospital in Dubuque, Iowa
Colonial Terrace Animal Hospital P.C. —Dubuque, IA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Insurance Leadership Development Associate
Farmers Insurance Agency —Grand Junction, CO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Associate Attorney
JCT Staffing —River Falls, WI
- From $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Business development experience
- Profit sharing
- Paid holidays
Quick Apply
3d
Entry Level Insurance Sales Agent
Performance Matters Associates —Aberdeen, SD
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- High school diploma or GED
- Driver's License
- Health insurance
- Opportunities for advancement
Quick Apply
Lead Associate KEAUHOU STORE
Aloha Petroleum —Kailua-Kona, HI
- $21 - $22 an hour
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- Tuition reimbursement
- On-the-job training

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Client Service Associate

Elevation Wealth Partners
Remote

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Job Details

$45,000 - $55,000 a year

Benefits

Paid holidays

Qualifications

Phone communication
Bachelor's degree
Client interaction via phone calls

Full Job Description

Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

Compensation:

$45,000 - $55,000 annually

Responsibilities:

Management of advisors' calendars, including scheduling of business & client meetings
Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
Maintain up-to-date client records in our database
Assist clients with technical issues
Perform data entry in financial planning software
Take stewardship of community involvement, sponsorships, & events
Prepare and process client paperwork

Qualifications:

High level of personal responsibility and ability to work independently in a remote setting
Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
Bachelor’s degree (required) in finance, business administration, or a related field (preferred)
1-3 years of experience in a financial services role
Strong communication and interpersonal skills with a client-first attitude. Excellent phone skills are a must
Close attention to detail and excellent organizational skills.
Proficiency in Microsoft Office Suite and experience with CRM software are a plus.

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

W-2 employment status
Twelve (12) paid company holidays with a year-end extended winter break
Opportunities for professional development and growth within the firm.

Quick Apply

Refine Your Search

associate client partner jobs

Client Service Associate

Inside Partner Success Associate (Remote)

Client Services Associate

Associate Veterinarian

Associate Veterinarian- Plum Creek

Civil Engineering Project Manager

Medical Director Veterinarian (DVM) | AAHA-Accredited Practice | Portsmouth, VA

Associate Veterinarian

Supervision Associate

Associate Veterinarian

Associate Veterinarian

Medical Director - Reynolds Road Animal Hospital

Litigation Associate

Steel Estimator

Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex

Associate Veterinarian at Colonial Terrace Animal Hospital in Dubuque, Iowa

Insurance Leadership Development Associate

Associate Attorney

Entry Level Insurance Sales Agent

Lead Associate KEAUHOU STORE

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