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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
2+ YOEBA/BS preferred; 2+ years client service experience in financial services preferred; Series 7 & 66 (or 7,65 & 63) strongly preferred or willing to obtain; strong Excel/PowerPoint and client-facing skills.
Concur, Microsoft Excel, Microsoft PowerPoint
3w
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
1mo
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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
3mo
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Client Services Associate
Colorado Springs, Colorado, United States
$70k-$90k/yr OnsiteFull Time
4+ YOEMid-level experience in client-facing roles with analytical and technical problem-solving skills.
3w
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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
2mo
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Corporate Client Associate
Houston, Texas, United States
$65k-$85k/yr RemoteFull Time
4+ YOE4–6 years in client-facing, project coordination, partnerships, or communications; strong writing, organization, and Monday.com proficiency.
Monday.com, Google Workspace, Canva, Slack
1mo
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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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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEMinimum 3 years in client-facing financial services; strong relationship management; data/tech literacy; project management; excellent communication.
1w
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Part Time Client associate
Tampa, Florida, United States
OnsitePart Time
1+ YOEMinimum 1 year client-facing or retail experience; strong verbal and written communication; ability to work weekends, evenings, and holidays; proficiency with Microsoft Applications and POS systems.
Microsoft Applications, POS systems
3mo
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Client Relations Associate
San Francisco, California, United States
$55k-$70k/yr OnsiteFull Time
2+ YOE2+ years in account management or client-facing roles in tech; degree preferred; strong communication and organization; proactive; Jira a plus; independent in fast-paced environments.
Jira
1mo
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Client Relations Associate
New York or Glen Cove
$75k-$80k/yr OnsiteFull Time
2+ YOE2–4 years in a client-facing role; exceptional communication; detail-oriented; interest in craft and design; ability to manage inquiries and timelines; proficient with Wrike and NetSuite.
Wrike, NetSuite
1mo
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Client Operations Associate
New York City or London or Switzerland or United Arab Emirates or United States or Asia
$65k-$75k/yr HybridFull Time
Proven technical account management experience (ideally in crypto/financial services), understanding of blockchain and digital assets, strong communication, problem-solving, and client-facing skills.
Microsoft Teams, ClearLoop, Multi-Party Computation (MPC)
1mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
1+ YOE1–4 years in client-facing analytics/support in finance/fintech; strong problem-solving, communication, and multi-tasking; comfort with financial concepts and data workflows; collaborative; interest in financial markets.
Excel, Bloomberg, FactSet, Aladdin, SQL, Python, Analytical tools
1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Box, Wrike, Microsoft SharePoint, Unanet
3w
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Client Operations Associate
Jacksonville, Florida, United States
OnsiteFull Time
0+ YOEBachelor's degree required; entry-level role for recent graduates. Strong written/verbal communication, organizational skills, CRM (Salesforce) and Microsoft Excel proficiency. Training provided; interest in mortgage technology and client-facing operations.
Salesforce, CRM, Microsoft Office, Microsoft Excel, Power BI, Tableau, SQL, MSP, Encompass, AI tools, APIs, webhooks
1mo
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Associate, Client Service
New York City or Chicago
$64k-$85k/yr HybridFull Time
1+ YOEBachelor's in market research/marketing or related field; 1+ years market research and client-facing experience preferred; understanding of digital advertising; strong communication, organization, and analytical skills; proficient in Microsoft Office and Google Suite.
Microsoft Office, Google Suite
2w
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Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
1w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Salesforce
3d
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Associate, Client Delivery – CIB
Charlotte or Concord or Minneapolis
$60k-$109k/yr HybridFull Time
2+ YOE2+ years business relationship support or equivalent; banking/client-facing operations experience; experience with client onboarding, KYC, treasury or credit processes; strong communication and problem-solving; advanced Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
1w
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Client Relationship Associate - Seattle
Kirkland, Washington, United States
$65k-$80k/yr HybridFull Time
Prior B2B client-facing experience, strong communication and problem-solving, CRM experience (AutoTask or ConnectWise), ability to work independently in a hybrid environment.
AutoTask, ConnectWise
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