882 client facing associate jobs at 430 companies in United States
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
1mo
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
6d
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Client Associate
New York City, New York, United States
OnsiteFull Time
1+ YOEAt least 1 year of client-facing or account management experience, strong written communication, autonomy, organization, and ability to learn and explain technical products clearly.
MacBook Pro
2mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years' experience; SIE, Series 7 & 66 required or obtainable; client-facing onboarding/account maintenance, KYC, transfers, reporting; backup equity trading using Charles River and Aladdin; Microsoft Office proficiency.
Charles River, Aladdin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
1+ YOE1-2 years client/account or digital/agency/healthcare experience preferred; bachelor's degree preferred; strong communication, organizational skills, and client-facing experience; ability to travel to client sites.
Gemini, Claude, ChatGPT
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
3mo
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Senior Client Associate
New York City, New York, United States
$65k-$75k/yr RemoteFull Time
2+ YOE2+ years in a similar role with an RIA or broker-dealer, client-facing experience, strong communication, highly organized, tech-savvy.
Google Workspace, Microsoft Office, Salesforce
3w
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Client Service Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Provide client-facing account management and support for financial planning and investment accounts; strong interpersonal, organizational, analytical, and confidentiality skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
1mo
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Client Development Associate
Chicago, Illinois, United States
HybridFull Time
2+ YOE2+ years programmatic campaign experience, proficiency with DSPs, strong data literacy, client-facing communication, consultative account management, and strategic thinking.
DSPs, Salesforce
3w
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
1w
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Client Experience Associate
Nashville, Tennessee, United States
OnsiteFull Time, Part Time
Client-facing clinic support role requiring hospitality, customer service, relationship-based sales, administrative organization, social media familiarity, and strong written communication skills.
Instagram, Facebook, TikTok
1w
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Client Success Associate
Fort Washington or King of Prussia or Norristown or Willow Grove or North America
$18-$20/hr OnsiteFull Time
Customer service, administrative, office, or client-facing experience preferred; strong communication, organization, multitasking, problem-solving, and attention to detail required. Microsoft Office and CRM experience preferred.
Microsoft Office, CRM
5d
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERequires 3+ years of client-facing financial services experience, relationship management, process improvement, stakeholder collaboration, data and technology literacy, reporting, presentation, negotiation, and organizational skills.
6d
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Associate Client Advocate
Miami or Florida or Seattle
HybridFull Time
4+ YOERequires 4–6 years of commercial Property & Casualty insurance experience, client-facing relationship management, negotiation, project management, presentation, analytical, communication, and problem-solving skills.
Microsoft Office
6d
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
HubSpot, Salesforce
4d
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Associate - Client Service
Denver, Colorado, United States
$79k-$115k/yr OnsiteFull Time
4+ YOEMinimum 4 years in financial services with significant client-facing experience, financial planning experience, and a BA or BS degree with exceptional academic performance. CFP, CFA, CPA, or MBA preferred.
2d
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Client Services Associate
New York City, New York, United States
$67k-$80k/yr HybridFull Time
1+ YOE1+ year in public affairs, communications, public relations, lobbying, government affairs, legislative affairs, or marketing; strong organization, communication, attention to detail, and client-facing project management skills.
PowerPoint, Excel
3w
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Client Strategy Associate
San Francisco, California, United States
$100k-$140k/yr RemoteFull Time
3+ YOEBachelor's degree or equivalent experience; 3–7 years in client-facing, consulting, analytics, business strategy, or startup operations, ideally in healthcare, life sciences, or pharmaceuticals; strong analytical and communication skills.
Looker, Tableau, Power BI
1mo
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Associate Client Advocate
Boston or New York City or Short Hills or Philadelphia
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of commercial Property and Casualty insurance experience, client-facing skills, P&C broker license, negotiation, project management, presentations, Microsoft Office proficiency, and strong communication.
Microsoft Office
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