Top 57612 Client 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 Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
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Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
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Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
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8d
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 Relations Associate
Atlantic Transportation Services (ATS) —Baltimore, MD
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Senior Client Service Associate
Marsh McLennan Agency —New York, NY
- $64,700 - $120,400 a year
- Full-time
- Hybrid work
- Mid-level
- Health insurance
- 401(k)
Associate Consultant, Client Services
C Space —Remote
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Analysis skills
- Travel
- Paid parental leave
- Paid holidays
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7d
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
Client Service Associate
B.F. Saul Company —Bethesda, MD
- $60,000 - $80,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
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Client Onboarding Associate
Nodeflix Technologies LLC. —Remote
- $55,000 - $75,000 a year
- Full-time
- Remote
- Entry level
- Flexible schedule
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21h
Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
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Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- English
Solutions Consulting Associate
Veeva Systems —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Commercial
- Paid holidays
- Health insurance
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
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Associate, Client Services
Third Bridge —Dallas, TX
- $60,000 - $102,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
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Associate Consultant
BGBx Consulting —Washington, DC
- $90,000 a year
- Hybrid work
- Microsoft Word
- Bachelor of Science
- Office
- Paid holidays
- Health insurance
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Associate
INISGHT2PROFIT —Beachwood, OH
- $90,000 - $100,000 a year
- Full-time
- Computer Science
- Mid-level
- Finance
- Health insurance
- Dental insurance
Client Services Associate
TransPerfect —Corvallis, OR
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Client Experience Associate
AnywhereWorks —Florida
- From $16 an hour
- Full-time
- Remote
- Background check
- Spanish
- Computer literacy
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Client Portal Service Associate (Contract)

HighTower Advisors -
Chicago, IL

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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.

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client associate jobs

Client Portal Service Associate (Contract)

Client Success Associate

Client Success Associate (PST Hours)

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Senior Client Service Associate

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Client Onboarding Associate

Corporate Client Associate

Client Services Associate II

Solutions Consulting Associate

Inside Partner Success Associate (Remote)

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Client Services Associate

Client Experience Associate

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