2,852 results for Client Associate Jobs

Responsible for providing high-quality administrative support to Financial Advisors and clients, managing client interactions, processing financial transactions, opening new accounts, ensuring accuracy of documentation, preparing reports, and assisting with marketing efforts. Engages in training and...

The Associate Client Advocate is responsible for client service activities, client engagement, and retention. Key tasks include supporting client relationships, strategic planning, conducting presentations, and coordinating renewal processes while ensuring compliance with policy requirements.