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Client associate Jobs in USA

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Client associate • usa

Last updated: 3 hours ago

Associate, Client Services

Avenue ZOrlando, FL, United States
Full-time

At Avenue Z, we are a dynamic media and technology company with a powerful influence across all channels.Our leadership has been at the forefront of digital marketing and communications for over 30...Show more

Client Associate

Brown Brothers HarrimanNew York, NY, United States
Full-time

At BBH, partnership is more than a form of ownershipit's our approach to business and relationships.We know that supporting your professional and personal goals is the best way to help our clients ...Show more

Client Associate

JobotPasadena, CA, United States
Full-time

Client Associate Wealth Management for Professional Athletes.A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate...Show more

Client Solutions - Client Onboarding Associate

ChaseTampa, FL, United States
Full-time

Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...Show more

Client Associate

Dow JonesNew York, NY
Full-time

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...Show more

Client Associate

GallagherBellevue, Washington
Full-time

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem...Show more

Client Associate

AplinUS
Permanent
Quick Apply

Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...Show more

Client Associate

WELLS FARGO BANKONEONTA, New York, United States of America
Full-time

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...Show more

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCGreen Bay, Wisconsin, US
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...Show more

Client Associate

D.A. DavidsonCarlsbad, CA, United States
Full-time

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch.In this team-critical role, yo...Show more

Client Associate

Arthur J Gallagher & CoBellevue, WA, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...Show more

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
Full-time

The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...Show more

Client Associate

Neuberger BermanNew York, NY, United States
Full-time

Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...Show more

Client Associate/Registered Client Associate

Royal Bank of CanadaPortland, ME, United States
Full-time

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more

Client Associate/Registered Client Associate

RBCGreen Bay, WI, United States
Full-time

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Show more

Client Associate

Sanctuary Wealth Group, LLCMoorestown, NJ, United States
Full-time

Wealth Management Client Associate.Firm: Ausperity Private Wealth.Salary Range: $65,000-$85,000 (commensurate with experience).Location: Moorestown, NJ (On-Site, Monday-Friday).Ausperity Private We...Show more

Client Associate

Royal Bank of Canada>Richmond, United States of America
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate, become a trusted resource to ou...Show more

 • New!

Associate, Client Enablement

AirwallexSan Francisco, CA, United States
Full-time

Airwallex is the only unified payments and financial platform for global businesses.Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses ...Show more

Associate, Client Services

Associate, Client Services

Avenue ZOrlando, FL, United States
4 days ago
Job type
  • Full-time
Job description

Associate, Client Services

At Avenue Z, we are a dynamic media and technology company with a powerful influence across all channels. Our leadership has been at the forefront of digital marketing and communications for over 30 years, pioneering innovative strategies that drive meaningful change in brand performance and business growth.

When you join Avenue Z, you become part of a team that doesn't just adapt to change but leads it, guiding some of the world's most influential leaders and brands to new heights. We are driven by a deep passion for our craft and an unwavering commitment to integrity in everything we do. If you share our passion and values, explore our current job openings to see how you can make an impact with us.

The Associate, Client Services will serve as the strategic liaison between our internal teams and key clients, combining program management with account management to ensure project success and long-term client satisfaction on a limited portfolio of accounts. This role is responsible for overseeing the delivery of multi-project and/or multi-service programs while fostering strong client relationships, identifying growth opportunities, and ensuring overall client retention.

Key Responsibilities:

  • Manage and oversee the delivery of client programs, ensuring alignment with client goals and organizational objectives.
  • Build and maintain strong, trust-based relationships with clients, acting as the primary point of contact for strategic discussions.
  • Collaborate with internal teams to ensure timely, high-quality delivery of projects and services.
  • Identify opportunities to expand client relationships through additional services, upsell or cross-sell opportunities, contributing to strategic account growth. This can be conducted through regular strategic involvement and advising as well as quarterly or regular business reviews.
  • Ensure client satisfaction and retention, proactively addressing any challenges or roadblocks.
  • Track program status, budgets, and timelines, providing regular updates to both clients and internal stakeholders.
  • In office for at least 3 days per week based in Miami or Orlando.

Qualifications:

  • Ability to work autonomously, build relationships with clients and to develop unique client focused solutions based on strong understanding of client business challenges and needs.
  • Strong communication and relationship-building skills.
  • Proven ability to manage projects and drive results in a client-facing role.
  • Experience in identifying client growth opportunities and managing client expectations.
  • Skillful negotiator with experience in conflict resolution.
  • Ability to manage inter-company relationships and appropriately influence across departments internally to deliver results.
  • 3+ years of experience in account management, client services, client strategy or project management.
  • Familiarity with sales cycles, with a moderate quota or commission focus preferred.
  • Experience with HubSpot is preferred.
  • Demonstrated ability to exceed quotas is preferred.

Bonus Qualifications:

  • Marketing experience.
  • Web development experience.
  • Public Relations experience
  • Project Management Professional (PMP) certification.
  • Certified ScrumMaster (CSM) certification.
  • WordPress experience.
  • Agency experience.

Benefits:

  • Salary range: $65,000 to $70,000 USD
  • Comprehensive medical, dental, and vision insurance
  • 401(k) with company match
  • Unlimited PTO for a healthy work-life balance
  • Annual professional development stipend
  • Hybrid work model offering flexibility and collaboration