The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
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The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The ...
Associate Manager. Client Relations Specialist
Dallas, TX · Hybrid
$120K/yr
Associate Manager Client Relations Specialist Locations : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH (hybrid) Why Join SS&C SS&C combines proprietary ...
Associate Manager. Client Relations Specialist
Dallas, TX · Hybrid
$120K/yr
Associate Manager Client Relations Specialist Locations : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH (hybrid) Why Join SS&C SS&C combines proprietary ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Quick apply
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Associate, Expert Relations
$39K - $49K/yr
As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...
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Associate, Expert Relations
$39K - $49K/yr
As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...
Associate Vice President - Strategic Relations
Irving, TX · On-site +1
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Associate Vice President - Strategic Relations
Irving, TX · On-site +1
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Associate Vice President - Strategic Relations
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Associate Vice President - Strategic Relations
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Associate Vice President - Strategic Relations
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Associate Vice President - Strategic Relations
$37K - $46K/yr
The Associate Vice President - Strategic Relations will focus on growing our service offerings ... This position operates primarily within the client's environment, such as, job sites, client ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2.50/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2.50/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Customer Relations - Part Time
$37K - $46K/yr
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations - Part Time
$37K - $46K/yr
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations - Part Time
$37K - $46K/yr
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Customer Relations - Part Time
$37K - $46K/yr
Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...
Relationship Associate I
$37K - $46K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Relationship Associate I
$37K - $46K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Relationship Associate I
Frisco, TX · On-site
$37K - $46K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Relationship Associate I
Frisco, TX · On-site
$37K - $46K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Relationship Associate I
Dallas, TX · On-site
$39K - $49K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Relationship Associate I
Dallas, TX · On-site
$39K - $49K/yr
The Relationship Associate I provides administrative services and customer assistance in the ... This includes information from the client such as updated financials, tax returns and other ...
Customer Relationship Associate
$37K - $46K/yr
Customer Relationship Associate Location ... Grapevine, Texas Job Type: Full Time Company Overview Our client is a growing transportation ...
Customer Relationship Associate
$37K - $46K/yr
Customer Relationship Associate Location ... Grapevine, Texas Job Type: Full Time Company Overview Our client is a growing transportation ...
Client Relations Associate information
See Haslet, TX salary details
$23.6K - $27.2K
0% of jobs
$27.2K - $30.8K
2% of jobs
$30.8K - $34.4K
7% of jobs
$37.7K is the 25th percentile. Wages below this are outliers.
$34.4K - $38K
17% of jobs
The median wage is $41.1K / yr.
$38K - $41.6K
27% of jobs
$41.6K - $45.2K
18% of jobs
$46.3K is the 75th percentile. Wages above this are outliers.
$45.2K - $48.8K
12% of jobs
$48.8K - $52.4K
6% of jobs
$52.4K - $56K
5% of jobs
$56K - $59.6K
3% of jobs
$59.6K - $63.2K
2% of jobs
$23.6K
$44.4K
$63.2K
How much do client relations associate jobs pay per year?
What job makes $10,000 a month without a degree?
What are Client Relations Associates?
What does a client relations associate do?
How much does a client relationship make?
How does a Client Relations Associate typically collaborate with other departments to resolve client issues?
What is the difference between Client Relations Associate vs Customer Service Representative?
| Aspect | Client Relations Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer bachelor's degree | High school diploma or equivalent; some roles may prefer associate's or bachelor's |
| Work Environment | Office settings, client meetings, account management | Call centers, retail, online support |
| Employer & Industry Usage | Financial services, consulting, B2B companies | Retail, telecommunications, hospitality |
| Common Search & Comparison | Client Relations Associate vs Customer Service Representative |
The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.
What are the key skills and qualifications needed to thrive as a Client Relations Associate, and why are they important?
What jobs pay 2000 a day?
Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent AdvisorGrapevine, TX
Other
Medical, PTO
Posted 17 days ago
Job description
Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
- Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
- Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
- Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
- Deposit checks received and maintain the check blotter in adherence to compliance guidelines
- Maintain CRM database; define and ensure adherence to appropriate client service models
- Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
- Manage multiple and competing priorities daily in pursuit of business objectives
- Support client communications and social media marketing
Qualifications, Skills, and Behavioral Requirements:
- Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
- Strong written and verbal communication skills
- Ability to pay close attention to detail, ensure accuracy and completeness of work
- Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
- Basic knowledge of financial principles, retirement products, or financial planning
- Proven ability to manage advanced, confidential, administrative duties
- Outstanding organizational skills and excellent follow-through
- Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
- Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
- Prefers a systematic approach to decision making but is capable of timely responses
- Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary
***Federal, State, and local background checks are required.
***Credit Check required
Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
- A collaborative team environment with competitive pay and an opportunity for team bonuses
- Growth opportunity (education/experience/exposure to high level investing and financial matters)
- Direct communication/access to the principle of the firm
- PTO and Holidays
- Discounted gym rates
- Health benefits
- Birthday and Team Celebrations