694 client facing associate jobs at 297 companies in United States
Client Service Associate
Plano, Texas, United States
OnsiteFull Time
3+ YOE3+ years client-facing experience; data analytics and change management; project management; excellent communication; ability to influence without supervision; some travel (10%) to visit clients; no immigration sponsorship.
Google G Suite, Microsoft Office, Zoom
Client Success Associate
New York City or Princeton
$80k-$100k/yr HybridFull Time
3+ YOE3+ years client-facing experience in account management, client services, customer success, or implementation; strong organizational and communication skills; CRM and project-tracking tool experience; willingness to travel up to 20%.
CRM
Client Services Associate II
Hillsboro, Oregon, United States
$28-$33/hr OnsiteFull Time
1+ YOE1+ year investment support or client-facing support experience; associate's degree or equivalent; working knowledge of Microsoft Office; familiarity with CRM and financial planning software preferred; SIE and Series 7 preferred.
Microsoft Office, CRM, TouchPoint Management
Client Relationship Associate
Destin, Florida, United States
OnsiteFull Time
2+ YOE2+ years client-facing support in financial services; organized, self-directed, professional communicator; comfortable with CRMs and custodial platforms; on-site in Destin, FL.
CRM
Associate Client Advocate
Atlanta or Mobile or Tampa or New York City or Philadelphia or Nashville +1 more
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience; active P&C broker license; strong negotiation, project management, and presentation skills; Microsoft Office proficiency; ability to mentor and manage client service delivery.
Microsoft Office
Client Management Associate
New York City or Washington or Boston or Miami or Seattle or San Francisco or San Diego or Los Angeles or United States
$60k-$70k/yr HybridFull Time
3+ YOE3-5 years of experience in communications, marketing, business development, or client strategy with client-facing experience required; agency experience strongly preferred; strong commercial instincts, research, project management, and writing skills; comfort using AI tools including ChatGPT.
ChatGPT
Client Success Associate
Milton or Alpharetta
HybridFull Time
2+ YOE2-4 years client success or customer-facing experience; Bachelor's degree or equivalent; proficiency in Salesforce, Zendesk, and Office 365; strong communication, analytical, and relationship-building skills.
Salesforce, Zendesk, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Office 365
Associate - Client Service
Denver, Colorado, United States
$79k-$115k/yr OnsiteFull Time
4+ YOEMinimum 4 years in financial services with significant client-facing experience, financial planning experience, and a BA or BS degree with exceptional academic performance. CFP, CFA, CPA, or MBA preferred.
Client Services Associate
New York City, New York, United States
$67k-$80k/yr HybridFull Time
1+ YOE1+ year in public affairs, communications, public relations, lobbying, government affairs, legislative affairs, or marketing; strong organization, communication, attention to detail, and client-facing project management skills.
PowerPoint, Excel
Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
2+ YOEBachelor's degree,2–5 years client-facing experience in asset management/financial services,interest in investment markets,strong communication and organizational skills,CRM experience,and willingness to travel <10%.
CRM
Client Experience Associate
New York, United States
OnsiteFull Time
1+ YOE1-3 years professional experience, preferably client-facing; Salesforce or similar case management; Microsoft Office proficiency; strong communication and time management; U.S. work authorization without sponsorship.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
1+ YOERequires 1+ year of client-facing, advising, or business development experience. Insurance experience preferred, along with CRM and AI application skills. Property and casualty license preferred or obtainable upon hire.
CRM, predictive analytics, AI, AI applications, analytics platforms, sales enablement tools
Client Strategy Associate
San Francisco, California, United States
$100k-$140k/yr RemoteFull Time
3+ YOEBachelor's degree or equivalent experience; 3–7 years in client-facing, consulting, analytics, business strategy, or startup operations, ideally in healthcare, life sciences, or pharmaceuticals; strong analytical and communication skills.
Looker, Tableau, Power BI
Client Advisory Associate
Atlanta, Georgia, United States
OnsiteFull Time
6+ YOE6+ years in financial services or fintech, client-facing consultative or sales engineering; Bachelor's in Mathematics, Finance, Economics, Business or Accounting; Microsoft Office proficiency; strong financial statement and cash conversion cycle understanding.
Microsoft Office, Excel, SQL, Salesforce, Tableau, Tableau Prep, Sigma
Senior Client Relationship Associate
La Jolla, California, United States
$65k-$80k/yr OnsiteFull Time
4+ YOERequires 4–6+ years of relevant client-facing experience, independent management of significant client relationships, strong communication, judgment, problem-solving, professional presence, and issue-resolution skills.
Client Advisory Associate
Encinitas, California, United States
OnsiteFull Time
3+ YOE3+ years client-facing financial services experience; bachelor's degree in business, finance or related field; FINRA Series 7 and 63/65; CFP or working towards; California Life & Health Insurance License or obtainable within 6 months; Microsoft Office proficiency.
Microsoft Office, LPL Financial
Client Onboarding Associate
Jersey City, New Jersey, United States
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years related experience; 3+ years in financial services with institutional trade flow knowledge; extensive client-facing experience; project management and application integration skills; PMP desirable; strong communication and problem-solving; working knowledge of PC hardware/software and online platforms.
WebEx, ITP
Client Experience Associate - Ent
North Carolina, United States
$20-$25/hr RemoteFull Time
Preferred basic knowledge of Inside Sales or similar client-facing role with heavy data entry into ERP or CRM; must be authorized to work in the U.S. without sponsorship.
ERP, CRM
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