Updates client relationship management system. * Performs a variety of administrative functions ... We expect our associates at all levels to: • Grow professionally and inspire others to do the ...
Updates client relationship management system. * Performs a variety of administrative functions ... We expect our associates at all levels to: • Grow professionally and inspire others to do the ...
Tax Associate
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Tax Associate
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Tax Associate
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Tax Associate
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.
Retail Part Time Store Associate
Spokane, WA · On-site
$17.13/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Retail Part Time Store Associate
Spokane, WA · On-site
$17.13/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Retail Part Time Store Associate
$17.13 - $21.76/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Retail Part Time Store Associate
$17.13 - $21.76/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Retail Part Time Store Associate
Spokane, WA · On-site
$15.50 - $17.75/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Retail Part Time Store Associate
Spokane, WA · On-site
$15.50 - $17.75/hr
Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ... associates assigned to this classification and are not intended to be a complete list of all ...
Operations Associate - Full Time
Spokane, WA · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Full Time
Spokane, WA · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Full Time
Spokane, WA · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Full Time
Spokane, WA · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education • Collaboration with technicians and support staff ...
Quick apply
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education • Collaboration with technicians and support staff ...
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education • Collaboration with technicians and support staff ...
Quick apply
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education • Collaboration with technicians and support staff ...
Sales Associate - Personal Insurance
Spokane, WA · On-site
$37K - $70K/yr
Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you'll work in various situations ...
Sales Associate - Personal Insurance
Spokane, WA · On-site
$37K - $70K/yr
Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you'll work in various situations ...
Sales Associate - Personal Insurance
Spokane, WA · On-site
$37K - $70K/yr
Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you'll work in various situations ...
Sales Associate - Personal Insurance
Spokane, WA · On-site
$37K - $70K/yr
Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you'll work in various situations ...
Tax Associate
Coeur D Alene, ID · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Tax Associate
Coeur D Alene, ID · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Associate Veterinarian
Otis Orchards, WA · On-site
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Associate Veterinarian
Otis Orchards, WA · On-site
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Tax Associate
Spokane, WA · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Tax Associate
Spokane, WA · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Associate Veterinarian
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Associate Veterinarian
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Associate Veterinarian
Spokane, WA · On-site
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Associate Veterinarian
Spokane, WA · On-site
$80K - $180K/yr
Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the VCA family, eligible full-time employees will be rewarded with a ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Prepare and review client communications as well as forms and documents needed forcustomer accounts
As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Prepare and review client communications as well as forms and documents needed forcustomer accounts
Associate Financial Advisor
Spokane, WA · On-site
As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Prepare and review client communications as well as forms and documents needed for customer ...
Associate Financial Advisor
Spokane, WA · On-site
As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Prepare and review client communications as well as forms and documents needed for customer ...
Client Associate information
See Mead, WA salary details
$18.8K - $24.1K
3% of jobs
$24.1K - $29.4K
1% of jobs
$29.4K - $34.7K
9% of jobs
$34.7K - $39.9K
6% of jobs
$41.8K is the 25th percentile. Wages below this are outliers.
$39.9K - $45.2K
16% of jobs
$45.2K - $50.5K
11% of jobs
The median wage is $52.3K / yr.
$50.5K - $55.8K
11% of jobs
$55.8K - $61K
14% of jobs
$62.4K is the 75th percentile. Wages above this are outliers.
$61K - $66.3K
15% of jobs
$66.3K - $71.6K
11% of jobs
$71.6K - $76.9K
3% of jobs
$18.8K
$51.9K
$76.9K
How much do client associate jobs pay per year?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What job makes 10,000 a month without a degree?
What are Client Associates?
Is client associate entry-level?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
Practice Marketing Associate- Part Time- 20 Hours Per Week
Raymond James Financial, Inc.Coeur D Alene, ID • On-site
Part-time
Posted 16 days ago
Job description
Job Description
Job Summary
Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.
Essential Duties and Responsibilities
- Assists with processing mass mailings.
- Contacts prospective and existing clients to offer services or invite them to seminars.
- Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
- Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
- Sets up and confirms appointments.
- Obtains and maintains "leads" lists.
- Updates client relationship management system.
- Performs a variety of administrative functions, including data entry.
- Performs other duties and responsibilities as assigned.
Knowledge of
- Company's working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Basic principles and practices of customer relations, marketing and communications.
Skill in
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Gathering, compiling and updating information and maintaining distribution lists
Ability to
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Provide a high level of customer service
Education/Previous Experience
- High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966