Client Service Associate We are looking for a Client Service Associate to join our team. You will ... Use CRM platform to manage and document all workflows * Participate in projects and internal ...
Client Service Associate We are looking for a Client Service Associate to join our team. You will ... Use CRM platform to manage and document all workflows * Participate in projects and internal ...
Registered Client Associate
West Chester, PA ยท On-site
As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... You will help develop and maintain client relationships by organizing and implementing productivity ...
Registered Client Associate
West Chester, PA ยท On-site
As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... You will help develop and maintain client relationships by organizing and implementing productivity ...
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Build and foster strong client relationships through superior member service. * Perform clerical ... Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Through your integrity and adherence to Fidelity's client commitment standards, we know you will ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ...
Through your integrity and adherence to Fidelity's client commitment standards, we know you will ... Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits ...
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice ... Client Relationship Management * Develop and maintain trusted client relationships through ...
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice ... Client Relationship Management * Develop and maintain trusted client relationships through ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
... Associates and Wealth Planners in the process. Some of your key responsibilities include ... Split time between managing existing client relationships and sourcing new business Investment ...
... Associates and Wealth Planners in the process. Some of your key responsibilities include ... Split time between managing existing client relationships and sourcing new business Investment ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
... Associates and Wealth Planners in the process. Some of your key responsibilities include ... Split time between managing existing client relationships and sourcing new business Investment ...
... Associates and Wealth Planners in the process. Some of your key responsibilities include ... Split time between managing existing client relationships and sourcing new business Investment ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Relationship Banker/ Sr. Relationship Banker - Krewstown (DeNovo)
Philadelphia, PA ยท On-site
$18.75 - $24.50/hr
Provides financial solutions that meet client needs based on consultative conversations and ... Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
Use CRM platform to manage and document all workflows * Participate in projects and internal working groups to ensure our client's needs are represented in practice plans * Provide support for ...
Client Ops Associate II
Newark, DE ยท On-site
IMOS Service Delivery Associate As an IMOS Service Delivery Associate in Client Account Services ... Relationship Management - Manage client relationships to deliver a consistently excellent client ...
Client Ops Associate II
Newark, DE ยท On-site
IMOS Service Delivery Associate As an IMOS Service Delivery Associate in Client Account Services ... Relationship Management - Manage client relationships to deliver a consistently excellent client ...
Wealth Client Associate
Wilmington, DE ยท On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wealth Client Associate
Wilmington, DE ยท On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wealth Client Associate
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wealth Client Associate
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wealth Client Associate
Wilmington, DE ยท On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Wealth Client Associate
Wilmington, DE ยท On-site
$24.87 - $41.45/hr
Support onboarding and account opening activities for new client relationships. * Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing ...
Client Relationship Associate information
See Chester, PA salary details
$24.1K - $27.8K
0% of jobs
$27.8K - $31.5K
2% of jobs
$31.5K - $35.2K
7% of jobs
$38.6K is the 25th percentile. Wages below this are outliers.
$35.2K - $38.8K
17% of jobs
The median wage is $42K / yr.
$38.8K - $42.5K
27% of jobs
$42.5K - $46.2K
18% of jobs
$47.3K is the 75th percentile. Wages above this are outliers.
$46.2K - $49.9K
12% of jobs
$49.9K - $53.6K
6% of jobs
$53.6K - $57.3K
5% of jobs
$57.3K - $60.9K
3% of jobs
$60.9K - $64.6K
2% of jobs
$24.1K
$45.4K
$64.6K
How much do client relationship associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?
How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?
What does a client relationship associate do?

Other
Medical, Dental, Vision, Retirement
Posted 5 days ago
Job description
We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.
What You'll Do
- Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
- Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
- Work with partners and team members to respond to client requests
- Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
- Proactive outreach to clients to share practice services, including their digital experience
- Use CRM platform to manage and document all workflows
- Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
- Provide support for advisors by answering phones and responding to client requests
- Support Advisors and our practice with operational tasks
What You'll Bring
- Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
- Natural desire to be a problem solver
- Anticipate challenges and address them
- Take pride in your attention to detail
- Ability to manage changing priorities in a day, and set expectations with others
- Experience in Word, Excel, PowerPoint, Outlook, and Adobe
- Experience in Client Relationship Management system (Salesforce preferred)
- Experience in custodian platform (Schwab preferred)
- FINRA Securities licenses a plus
- Bachelor's degree preferably in business, accounting, finance, economics, or related experience
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.