Top 55330 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
Quick Apply
Logistics & Client Services Associate
R&M Trucking Co. —Bensenville, IL
- From $55,000 a year
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
12d
Client Associate
Confidential —Westlake Village, CA
- $28 - $40 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- 401(k)
- Paid time off
Quick Apply
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
Quick Apply
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
Quick Apply
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
Quick Apply
5d
Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Client Success Associate
Onshore —Houston, TX
- $100,000 - $120,000 a year
- Remote
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
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)
Client Operations Associate
Copper.co —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Mid-level
- Project management
- Financial services
- Commuter assistance
- Health insurance
Quick Apply
Account Executive
graph8 —Remote
- From $60,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Business development experience
- Analysis skills
- Work from home
Quick Apply
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
Quick Apply
4d
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
11d
Associate, Client Service
KANTAR —New York, NY
- $64,300 - $85,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Continuous improvement
- Wellness program
- Commuter assistance
Client Relations Associate
Atlantic Transportation Services (ATS) —Baltimore, MD
- Organizational skills
- Communication skills
- Entry level
- Profit sharing
- Health insurance
Client Operations Associate
Copper —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Mid-level
- Project management
- Financial services
- Commuter assistance
- Health insurance
Client Service Associate
Mariner Wealth Advisors —Houston, TX
- $65,000 - $80,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- Laboratory experience
Client Service Associate I
JPMorganChase —Brooklyn, NY
- $74,100 - $100,000 a year
- Full-time
- Computer literacy
- Conflict management
- Communication skills
- Health insurance
- Tuition reimbursement
10d

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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 associate jobs

Client Portal Service Associate (Contract)

Logistics & Client Services Associate

Client Associate

Client Success Associate

Corporate Client Associate

Client Success Associate (PST Hours)

Retirement Client Associate

Client Onboarding Associate

Client Success Associate

Senior Client Service Associate

Client Operations Associate

Account Executive

Associate Consultant, Client Services

Client Services Associate

Associate, Client Service

Client Relations Associate

Client Operations Associate

Client Service Associate

Client Services Associate II

Client Service Associate I

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