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Associate Client Partner Jobs in Louisiana (NOW HIRING)

Gallagher

Client Associate

Covington, LA · On-site

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... As a Client Associate, you'll play a key role in delivering high-quality support to both internal ...

Ameriprise Financial

Client Service Associate

Shreveport, LA

$14.25 - $19.75/hr

Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our ...

New

Ameriprise Financial

Client Service Associate

Shreveport, LA · On-site

$14.25 - $19.75/hr

Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our ...

First Horizon

Universal Banker

Shreveport, LA · On-site

$14.50 - $18.25/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon Bank

Universal Banker

Monroe, LA

$17.25 - $21.75/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon Bank

Universal Banker

Lafayette, LA

$17.25 - $21.50/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon

Universal Banker

Monroe, LA · On-site

$17.25 - $21.75/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon Bank

Universal Banker

Lafayette, LA

$15 - $18.75/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon

Universal Banker

Lafayette, LA · On-site

$15 - $18.75/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon

Universal Banker

Lafayette, LA · On-site

$17.25 - $21.50/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

First Horizon Bank

Universal Banker

Shreveport, LA · On-site

$14.50 - $18.25/hr

Cross-sell and make referrals to bank partners to generate new business and deepen existing client ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

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Showing results 1-20

All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Louisiana

Associate Client Partner information

What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is the role of an associate partner?

An associate client partner is responsible for managing client relationships, understanding client needs, and ensuring the delivery of services or solutions. They often coordinate with internal teams, develop strategic plans, and work to grow the company's business with key clients. Strong communication, relationship management skills, and industry knowledge are essential for this role.

What job makes $10,000 a month without a degree?

An Associate Client Partner can earn $10,000 or more per month through commissions, bonuses, and high-value client management, often in sales, consulting, or account management roles. Success typically depends on experience, skills, and performance rather than formal education, with many roles requiring strong communication and negotiation abilities.

What profession makes $400,000 a year?

In the context of an Associate Client Partner, high earnings of $400,000 or more annually are typically seen in senior roles such as executive-level positions, top sales professionals, or specialized consultants in industries like technology, finance, or management consulting. Achieving this level often requires extensive experience, advanced skills, and a strong track record of performance.

What is an associate client partner?

An associate client partner is a professional responsible for managing client relationships, supporting account growth, and ensuring customer satisfaction within a company. They often work closely with senior client partners and may use CRM tools to track interactions and opportunities. This role typically requires strong communication skills and industry knowledge.
What are the most commonly searched types of Client Partner jobs in Louisiana? The most popular types of Client Partner jobs in Louisiana are:
What job categories do people searching Associate Client Partner jobs in Louisiana look for? The top searched job categories for Associate Client Partner jobs in Louisiana are:
What cities in Louisiana are hiring for Associate Client Partner jobs? Cities in Louisiana with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Client Service Associate - Part Time

Client Service Associate - Part Time

Morgan Stanley

Baton Rouge, LA • On-site

Other

Posted 13 days ago

Key responsibilities

  • Cultivate and enhance client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and maintaining current documentation.

  • Onboard and maintain client accounts, including collecting information, required documentation, processing money movement transactions, and reviewing client account alerts.

  • Support Financial Advisors by performing administrative duties such as telephone coverage, travel arrangements, coordination of client meetings, and file and calendar maintenance.

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 151 frontline employees who took The Breakroom Quiz

40th of 139 rated financial services

Job description

POSITION SUMMARY
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts
OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
Reports to:
  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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