54 client associate jobs at 27 companies in Lawrenceburg, KY
3w
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Client Service Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEHigh school diploma, client service experience preferred (1+ year in securities), CRM and Excel proficiency, strong communication and organizational skills.
Client Relationship Management (CRM), Microsoft Excel
1w
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Client Onboarding Associate
Louisville, Kentucky, United States
OnsiteFull Time
0+ YOEBachelors degree typical, attention to detail, customer support, AML/KYC documentation handling, ability to manage multiple onboarding requests and communicate with clients and partners.
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Rehire Client Support Associate
Bardstown, Kentucky, United States
OnsiteMultiple Commitments Available
Jackson Hewitt: Provides income tax preparation and financial services for individuals.
Customer-service oriented; strong communication and interpersonal skills; basic computer proficiency; retail or customer service experience preferred; PTIN certification available/required for tax preparer applicants.
1mo
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Rehire Client Support Associate
Louisville, Kentucky, United States
OnsiteMultiple Commitments Available
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required; PTIN certification required for some roles.
2w
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Associate Client Development Manager
Boulder or Louisville
$74k-$112k/yr HybridFull Time
1+ YOE1+ year client-facing and sustainability/energy experience valued; college degree in Business/Engineering/Sustainability preferred; strong communication, consultative selling, project management, and Microsoft/CRM proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, LinkedIn
4d
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Remote Growth & Client Success Associate
Louisville or United States
RemoteFull Time
Applicants must be at least 18, legally authorized to work in the U.S., and have a computer, reliable high-speed internet, webcam, microphone, and professional workspace. Customer-facing experience is helpful but not required.
Zoom
3mo
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Work From Home - Client Services Associate
Georgetown, Kentucky, United States
RemoteAll Commitments Available
Remote financial services role requiring strong communication, independence and integrity.
2d
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Client Service Specialist
Lexington, Kentucky, United States
$70k/yr OnsiteFull Time
5+ YOEAssociate degree and 5 years of administrative support experience required; financial or legal experience preferred. Requires Microsoft Office proficiency, client relationship skills, and strong organization.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Relationship Associate Director, Connected Devices PM (Clinical Research)
Durham or Indianapolis or Lexington
$90k-$251k/yr OnsiteFull Time
7+ YOEBachelor's degree in life sciences or related discipline; 7–10 years of relevant experience, including establishing and managing a high-quality department or core team.
Microsoft Excel, Microsoft Word
1w
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Client Relationship Associate Director, Connected Devices PM (Clinical Research)
Durham or Indianapolis or Lexington
$90k-$251k/yr RemoteFull Time
7+ YOEBachelor's degree in life sciences or related field and 7–10 years of relevant experience, including establishing and managing a high-quality department or core team.
Microsoft Excel, Microsoft Word
1mo
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Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Perform document management, money movement, trade support, approvals and operational remediation; strong Microsoft Office skills and client service; willingness to obtain Series 7/66/63/65.
Microsoft Office
3d
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Tax Associate
Jeffersontown or Louisville
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, digital tool proficiency, and high school diploma/GED required.
Copilot, ChatGPT
1mo
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Reimbursement Associate
Louisville, Kentucky, United States
HybridFull Time
Bachelor's degree in accounting/finance/data/business analytics required; strong Excel and analytical skills; SQL, Alteryx, or Python preferred; ability to travel to client sites; U.S. work authorization required.
Microsoft Excel, Microsoft Office, SQL, Alteryx, Python
1mo
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Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
High school diploma or equivalent required; strong Microsoft Office and computer skills; detail oriented with client service, writing and organizational skills; willingness to obtain Series 7/63/65/66 registrations.
Microsoft Office
3d
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Tax Associate
Lexington, Kentucky, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1mo
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Operations Associate - Part Time
Louisville, Kentucky, United States
$17-$19/hr OnsitePart Time
1+ YOE1+ year retail or client-facing experience, strong organization and communication, ability to lift up to 50 lbs, support inventory, visual merchandising, and deliver excellent client service; availability for nights, weekends, and holidays.
1mo
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Labor & Employment Associate Attorney
Louisville, Kentucky, United States
OnsiteFull Time
2+ YOE2+ years employment law experience as an attorney, litigation experience, strong analytical and communication skills, ability to manage deadlines and client files.