Client Associate Jobs in the United States
Jobot
$80000 - $100000
Pasadena, CA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team.
Dream Opportunity
Boston, MA
This role is also a launchpad: top performers will have the opportunity to graduate into the Corporate Client Manager position, owning a full portfolio of Fortune 500 clients and leading strategic partnerships from end to end with the support of associates, project managers and program developers. This is an ideal opportunity for individuals who want to operate at the intersection of business strategy and social impact—contributing to economic mobility at scale while learning how to manage relationships with global brands.
East West Bank
$33 - $45
Pasadena, California
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients.
JPMorgan Chase
$77968.8 - $90000
Seattle, WA
This role requires a minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services, a strong understanding of financial concepts, excellent time management, verbal communication and presentation skills, and a strong desire to be a contributing member on a sales team. You will play an integral role in creating and implementing marketing strategies, interacting with clients to understand their team member business needs, and offering creative solutions to help them grow their real estate portfolio.
JPMorgan Chase
$70000 - $100000
San Francisco, CA
This role requires a minimum of 2 years of professional experience within a commercial real estate firm or other financial services area, a solid understanding of financial concepts, excellent time management, verbal communication, and presentation skills, and a strong desire to be an active member of a sales team. You will play a key role in developing and executing marketing strategies, engaging with clients to understand their business needs, shepherding loan opportunities through the process and providing innovative solutions to help them expand their real estate portfolio.
Wells Fargo
AKRON, OH
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
Wells Fargo
COEUR D ALENE, ID
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
IMG
Oakland, CA
Kick-start your career as an Entry-Level Client Associate and gain practical experience in event marketing, client services, and experiential campaigns. Join a dynamic team where you can develop your skills, grow professionally, and contribute to high-profile marketing and live event projects.
Godshall Recruiting
$48000 - $62000
Greenville, SC
We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for! What your future day will look like:Communicate with clients and keep client information updated .
FBMM
Nashville, TN
We are an established, highly respected entertainment business management firm with offices in Nashville, New York, and Los Angeles. We are looking for a Client Specialist to join our team of talented and passionate people in our Nashville office.
Andersen
Tampa, Florida
Associate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.
Gallagher
Midvale, Utah
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Overview: As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.
Gallagher
Glendale, California
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Overview: As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.
IMA Financial Group
$50000 - $55000
Harrison, NY
Auto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR's, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, and Renewal Applications and Audits. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Jobot
$215000 - $290000
Los Angeles, CA
The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
JPMorgan Chase
$70300 - $99900
San Francisco, CA
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
JPMorgan Chase
$70300 - $99900
Palo Alto, CA
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Cooperidge Consulting Firm
$65000 - $85000
Cherry Hill Township, NJ
Client Relations: Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up. Meeting Management: Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.
Cooperidge Consulting Firm
$60000 - $80000
Towson, MD
Working within a warm, collaborative, and close-knit team, the Associate ensures that brokerage accounts, 529 plans, and annuities are established and funded with 100% accuracy. Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.
GoldMatch
Miami, FL
Your responsibilities will include assisting with documentation and custodial forms, managing schedules, updating systems, tracking workflows, maintaining CRM accuracy, and ensuring timely follow-ups—all while contributing to a seamless and professional client experience. You'll work behind the scenes to keep things running smoothly—handling account openings, supporting day-to-day operations, and serving as a reliable point of contact for both clients and internal team members.
FinTrust Connect
Miami, Florida
FinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families and family-office style relationships across the U.S., and LATAM, and Europe. Culture: Relationship-driven, integrity-first environment with a long-term partnership mindset, personalized service, high accountability, long term growth, and performance with purpose for multi-generational client outcomes.
Naviga Recruiting & Executive Search
Atlanta, GA
With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition.
HumCap
McKinney, Texas, TX
HumCap's client, a faith based multi family office in McKinney, is searching for a Client Service Associate to support the advisory team with high-touch client service, operational excellence, and a collaborative spirit. Coordinate account maintenance requests including account openings, transfers, beneficiary updates, money movements, distributions, and other tasks within custodian platforms (primarily Schwab and Fidelity).
Bill Good Marketing
$55000 - $75000
Raleigh, NC
We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice. This is an in-office, salaried position ideal for someone who thrives in a client-facing support role and enjoys being part of a small, values-aligned team with a long history of client trust.
PDS Inc, LLC
Scottsdale, AZ
Install and configure software, print drivers, utilities, etc. to be utilized on workstations and computer networks. Previous experience troubleshooting desktop, printer and notebook issues.
PDS Inc, LLC
Fairburn, GA
Install and configure software, print drivers, utilities, etc. to be utilized on workstations and computer networks. Previous experience troubleshooting desktop, printer and notebook issues.
PDS Inc, LLC
Scottsdale, AZ
It will serve as a point of contact for escalation for support issues by utilizing the Service Desk tools to enter data into the tracking system and the utilization of the solution database along with other business systems.? Role Responsibilities This role will be responsible for answering incoming support calls from internal and external customers.?
PDS Inc, LLC
Phoenix, AZ
It will serve as a point of contact for escalation for support issues by utilizing the Service Desk tools to enter data into the tracking system and the utilization of the solution database along with other business systems.? Role Responsibilities This role will be responsible for answering incoming support calls from internal and external customers.?
JPMorgan Chase
Dallas, TX
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
ECG Resources
Chicago, IL
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities.
Interior Talent
Los Angeles, CA
Based remotely in or near Los Angeles, you will join a small, highly experienced North American team focused on cultivating thoughtful, long-term relationships with leading interior designers, architects, and specifiersmany of whom are AD100 names. What Success Looks Like: Success in this role will be measured by the quality and consistency of your client engagement, your ability to identify and convert project opportunities, and your clear, organized reporting on sales and market activity.
StoneX Group
Birmingham, Alabama
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Kestra Financial Independent Advisor
$25000 - $65000
Kings Park, NY
The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Kestra Financial Independent Advisor
Plano, TX
This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.
Smoker & Company LLC
Ephrata, PA
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team.
Transcend Practice Management
$70000 - $85000
Bethlehem, PA
We are a tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Respond to client questions and concerns regarding general account info, withdrawals, transfers, healthcare, Social Security, financial planning, and investments.
SPS-North America
Seattle, WA
The Mailroom Associate/Client Services Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Dunham & Associates Investment Counsel, Inc.
San Diego, CA
Execute mutual fund trade requests and portfolio rebalancing requests; Set up, review, and verify new accounts; Ascertain that policies and procedures for customer requests have been adhered to in accordance with all compliance requirements; Work across internal departments (Analysts, Sales, and Operations) to accomplish daily tasks, workflows, and ongoing projects; Serve as point of contact for issue resolution and client requests; Update financial advisors on progress and resolution of client issues/requests; Provide clients and financial advisors with account-related information; Support internal departments with campaigns and projects; Discuss investment advisory products and platforms with existing and prospective clients. Bachelor’s degree, preferably in business or finance; Current FINRA SIE, Series 7 and 65/66 license or willingness to complete within designated timeframe; Minimum 2 years of experience working in a client service role, preferably in the financial services industry; Proficiency in Microsoft Office; Excellent organizational and interpersonal skills; Ability to contribute and thrive in a lively team-based setting.
Luxus
$65000 - $75000
Orlando, FL
Salary:** $28,000 yearly draw, with first-year earnings potential of $65,000-$75,000, second-year earnings potential of $90,000-$140,000, and third-year earnings potential of $140,000-$200,000 based on performance. Luxus provides Executive Search, recruiting and staffing services nationally for specific positions and industries ranging from Architecture, Building Engineering, Construction, Civil Engineering, and Logistics.
Mitchell Martin
$66500 - $95000
New York, NY
The role involves providing exceptional banking services to clients, ensuring accurate documentation and facilitating financial transactions. The position requires strong communication skills and proficiency in generic technology applications.
Team Builder Recruiting
$48000 - $58000
Gap, PA
Apply for this Client Services Associate position if you have administrative experience, strong attention to detail, and experience or interest in supporting client accounts within a financial planning or wealth management firm. By submitting this application, you agree to receive recurring informational text messages (e.g., appointment alerts) that may be automated to the mobile number used at opt-in from Team Builder Recruiting, LLC.
Praxis Management ATL
Atlanta, GA
We’re seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and the chance to set forth realistic goals that we will ensure are all met! Key Responsibilities of a Client Sales Associate: Engage with prospective residential customers in a friendly and informative manner to create a positive brand impression and guide them seamlessly through the sales process.
Strix Strategies, Inc
San Antonio, TX
We’re seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and the chance to set forth realistic goals that we will ensure are all met! Key Responsibilities of a Client Sales Associate: Engage with prospective residential customers in a friendly and informative manner to create a positive brand impression and guide them seamlessly through the sales process.
Proxymity
$70000
New York, NY
You will become a key contributor throughout the growth phases of Proxymity, supporting various pivotal activities and will have the opportunity to expand and develop your remit and role as the needs of the business continue to grow. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest regulations.
SPS-North America
New York City, NY
SPS Global is seeking for a Client Services Associate that provides exceptional office and mail services, delivering operational functions in the following areas: shipping & receiving of mail & packages, fulfilling requests for document printing, delivering mail & packages to site staff, inventory of paper & supplies in copy rooms, providing basic copier support including changing toner cartridges and other light facilities responsibilities. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
SPS-North America
Houston, TX
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.
SPS-North America
$18 - $20
White Plains, NY
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. In this role, you'll be the engine behind high-volume print production, mail operations, and office support services — ensuring materials are produced accurately, equipment runs efficiently, and employees receive seamless day-to-day support.
Ryan Specialty Group
Annapolis, Maryland
Skills: Technical/Functional Skills: • Knowledge Of Insurance Industry • Insurance Regulatory Compliance • Bug/Issue Analysis • Customer Engagement, Consulting, and Support • Claims Case Management • Claims Handling • Claims Policies and Procedures • Claims Resolution • Microsoft Office • Data Entry Behavioral Skills: • Attention to Detail • Customer Service Management • Effective Communication • Organizational Skills • Time Management. • Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries.
CFS
$85000 - $95000
Pittsburgh, PA
We are seeking a detail-oriented and customer-focused Client Operations Associate to support daily operational functions and ensure a seamless client experience. This individual will serve as a key liaison between clients and internal teams, helping to streamline processes, resolve inquiries, and maintain accurate records.
Hueman PE Talent Solutions
Chadds Ford, PA
For over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life. Must demonstrateproficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.