Top 1688 Client relationship associate Jobs

Client Associate
Business Transition Solutions —Woodland Hills, CA
- $60,000 - $80,000 a year
- Full-time
- Research
- Office
- In-person
- Paid time off
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Senior Associate - Client Analytics Services
Veeva Systems —Remote
- $95,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Product management
- Travel
- Paid holidays
- Health insurance
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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14d
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
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Seasonal Customer Love Associate - (Remote - TX based)
Reformation —Austin, TX
- $17.60 - $18.65 an hour
- Part-time
- Remote
- Communication skills
- Entry level
- Time management
- Commuter assistance
- Health insurance
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Senior Associate Client Success Specialist
NTT Global Data Centers —Remote
- $81,400 - $110,100 a year
- Weekends as needed
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Disability insurance
- Health insurance
Client Service Associate – Immediate Start
Pacific Rise Co —Hollywood, FL
- $19 - $29 an hour
- Urgently hiring
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
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11d
Client Relations & Lifestyle Associate
Worthland —Los Angeles, CA
- $50,000 - $200,000 a year
- Full-time
- Travel
- Communication skills
- Entry level
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Remote sales associate Part-time
North America Safe and Clean Water —Remote
- $20 - $22 an hour
- Part-time
- Remote
- Mid-level
- Continuous improvement
- Communication skills
- Work from home
- Flexible schedule
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Private Client Relationship Associate
Brown Advisory —Washington, DC
- $65,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Client Service Associate
PNC Financial Services Group —Cleveland, OH
- $52,500 - $87,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
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
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E-commerce Associate
Soho Style —Dallas, TX
- Full-time
- Inventory management
- Communication skills
- Entry level
Client Associate
Gallagher Benefit Services —Ocala, FL
- Full-time
- Basic math
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
14d
Customer Operations Associate
Outset —Manhattan, NY
- $115,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- 1 year
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Associate Relationship Manager
Net Law Group LLC —Remote
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Health insurance
- Dental insurance
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Associate Customer Relationship Manager
TriNet —Denver, CO
- $63,600 - $128,750 a year
- Full-time
- Microsoft Excel
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Customer Success Manager
Rippling —Remote
- $80,000 - $105,000 a year
- Remote
- Mid-level
- Office
- 3 years
Client Service Associate
Mariner Wealth Advisors —Scottsdale, AZ
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills

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Client Associate

Business Transition Solutions
Woodland Hills, CA

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Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid time off

Qualifications

Research
Client services experience
Risk management
Account management experience

Full Job Description

Our client, a boutique wealth management practice affiliated with Wells Fargo Advisors Financial Network, is seeking a Client Associate to join their team.

The Client Associate is expected to proactively support the advisory team by deepening client relationships, assisting with investment research, and facilitating a more personalized investment planning experience. Your interpersonal communication skills will be front and center in this role. No prior industry experience, securities licensing, or regulatory expertise is required to apply.

About the financial advisory practice:

The boutique financial advisory practice offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals. The practice provides comprehensive solutions including wealth planning, retirement strategies, estate planning strategies, and insurance services, all designed to align with clients' unique life aspirations and financial objectives.

Client Service & Relationship Management

Act as a primary point of contact for clients, addressing both administrative and investment-related inquiries.
Assist with client onboarding, including paperwork, account setup, and funding.
Support client retention efforts by proactively engaging with clients, anticipating their needs, and scheduling reviews.
Participate in client meetings, providing follow-up summaries and handling action items.

Compliance & Risk Management

Help ensure all client transactions and communications comply with FINRA, SEC, and firm regulations.
Keep meticulous records of all client interactions, investment transactions, and disclosures.
Assist in the preparation of audits and regulatory reporting requirements.
Stay updated on industry regulations and firm policies to maintain best practices.

Operational & Administrative Support

Handle money movements (wires, ACH transfers, check deposits, distributions, and RMDs).
Maintain client records, helping to ensure all financial and personal data is up-to-date.
Assist with account maintenance, including beneficiary updates, address changes, and account transfers.
Troubleshoot issues related to custodians, accounts, or platform functionality.

Growth Opportunity

This role has the potential to expand into operations and additional practice management responsibilities as the practice continues to grow.

Benefits

Paid time off
Paid meals
One-hour paid lunch
30 minute daily paid breaks

The practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Pay: $60,000.00 - $80,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

client relationship associate jobs

Client Associate

Senior Associate - Client Analytics Services

Retirement Client Associate

Client Success Associate - SaaS Software

Seasonal Customer Love Associate - (Remote - TX based)

Senior Associate Client Success Specialist

Client Service Associate – Immediate Start

Client Relations & Lifestyle Associate

Remote sales associate Part-time

Private Client Relationship Associate

Client Service Associate

Associate Client Relationship Executive

E-commerce Associate

Client Associate

Customer Operations Associate

Associate Relationship Manager

Associate Customer Relationship Manager

Registered Client Service Associate

Associate Customer Success Manager

Client Service Associate

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