20 Best Client Associate jobs (Hiring Now!)

Financial Planning Associate (FPA)
TCI Wealth Advisors, Inc. —Tucson, AZ
Series 65 license or can be obtained within the first year of employment. Prepare and present cash flow analysis to prospective and current clients.
$24.04 - $46.63 an hour
Associate Personal Injury Attorney
The Brown Firm, LLC —Savannah, GA
They possess the skills to expertly analyze, evaluate, conduct legal research, and draft legal documents for personal injury cases with precision.
$70,000 - $90,000 a year
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T.M. Anderson Law Firm LLC —Bellingham, WA
Admission to the state bar association. Prepare legal documents for filing with courts and administrative agencies. Criminal Defense: 1 year (Required).
$78,151 - $101,814 a year
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Associate Attorney
Piskel Yahne Kovarik, PLLC —Spokane, WA
Our attorneys serve on numerous boards for industry groups, non-profit organizations, and local and state bar associations. One to five years of experience.
$70,000 - $105,000 a year
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Associate Lawyer
O'Brien Law, P.C. —Petaluma, CA
The position will also include assisting at trial court hearings as needed by the lead attorney for court appearances such as depositions of witnesses or other…
$85,000 - $120,000 a year
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Client Service Associate
Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Associate Attorney
Robles, Rael & Anaya, P.C. —Albuquerque, NM
Responsibilities: - Conduct legal research and analysis on various topics using Westlaw - Draft and review legal documents, including contracts, pleadings, and…
$84,000 - $95,000 a year
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Associate Attorney
Wathen, Leid, Hall, Rider —Seattle, WA
Conduct legal research and analysis to support case strategies. Develop and execute defense strategies in civil litigation and insurance defense cases.
$105,000 - $135,000 a year
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Associate Veterinarian
Animal Medical Center of Hernando —Hernando, MS
Comprehensive Benefits (paid vacation/sick time/holidays, health, dental, vision, liability, 401K, life & supplemental insurance, employee assistance program &…
Estimated: $111K - $141K a year
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Firm Associate
Dynamic Contract Solutions (DCS) —Remote
As a Firm Associate at DCS, you'll play a pivotal role in driving our sales growth. *Comprehensive Training:* Receive in-depth training on our sales process,…
$25 - $200 an hour
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Customer Service Representative
Staff SouthEnd Psychiatry —San Francisco, CA
Manage large amounts of incoming phone calls. Provide accurate, valid and complete information by using the right methods/tools.
$30.19 an hour
Quick Apply
12h
Digital Mail Associate
Corporate Tools —Texas
Verifying state agency information within our software. You will be responsible for auditing and verifying our clients business information, our systems…
$16.50 an hour
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4d
Client Service Associate
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
Quick Apply
Client Services Associate
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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3h
Client Service Associate
Vestwell —Remote
Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…
$55,000 - $60,000 a year
Quick Apply
Associate Attorney
Musgrove Drutz Kack & Gautreaux, PC —Prescott, AZ
The right candidate will be able to take a case from inception to conclusion and be willing to take the steps to bring a client's objectives and goals to…
$70,000 - $110,000 a year
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Litigation Associate
North Star Law Group, LLC —Anchorage, AK
Proficiency with legal research tools. Develop and implement legal strategies to achieve client objectives. Base salary for a licensed attorney with 0-3 years’…
$90,090 - $104,832 a year
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Client Experience Associate - Montana
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
$15 an hour
Quick Apply
Senior Associate Attorney
Legacy Law Firm, LLC —Fayetteville, AR
Analyze and develop litigation strategy; Draft pleadings, discovery, motions, briefs, and other documents necessary for civil litigation, quiet title actions,…
From $108,000 a year
Quick Apply
Sr. Associate Attorney
O'Hagan Meyer LLC —Chicago, IL
License to practice law in the State of Illinois (Required). Duties include but are not limited to legal research, drafting pleadings, taking and defending…
Estimated: $110K - $139K a year
Quick Apply

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Financial Planning Associate (FPA)

TCI Wealth Advisors, Inc. Tucson, AZ

Apply Now

Job Details

Full-time $24.04 - $46.63 an hour

Qualifications

Financial planning
Cash flow analysis
Financial software
Bachelor's degree
Client services
Series 65
Communication skills

Full Job Description

Description:

The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI’s mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client deliverables, and preparing financial plans. A successful candidate will have strong critical thinking skills, work independently, and anticipate advisory team needs in service to the client. The position requires excellent communication skills and the ability to collaborate with various service roles and work styles.

To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process. Requirements:

SCOPE & EXPECTATIONS

The FPA can expect to focus the planning process in the following areas reflective of TCI’s client standard of care:

Financial education for clients and their families
Insurance planning/risk management
Estate planning
Tax planning and analysis
Cash flow management

POSITION RELATED RESPONSIBILITIES

Assist advisory teams with several elements of the financial planning process including, but not limited to:

Analyzing data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns
Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations
Evaluating investment options available in outside accounts and implementing account allocations with respect to client’s investment objectives
Create net worth statements
Utilize financial planning software to create and maintain financial plans for prospects and clients
Summarize key components of life, disability, and long-term care insurance
Research financial planning issues and contact/collaborate with outside experts as necessary

Attend client meetings in a technical and support role:

Prepare and present cash flow analysis to prospective and current clients
Assist with documenting information relative to the development of financial plans and other related workflows
Utilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areas

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

KNOWLEDGE, SKILLS & ABILITIES

Bachelors Degree required
Series 65 license or can be obtained within the first year of employment
Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting
Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior
Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred
Manage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solve
Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships
Ability to effectively communicate and build rapport with clients and Team TCI
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship
Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner

TCI Wealth Advisors is an Equal Opportunity Employer

Apply Now

Client Associate jobs

Financial Planning Associate (FPA)

Associate Personal Injury Attorney

Associate Attorney: DUI (Good Pay, Lower Caseloads)

Associate Attorney

Associate Lawyer

Client Service Associate

Associate Attorney

Associate Attorney

Associate Veterinarian

Firm Associate

Customer Service Representative

Digital Mail Associate

Client Service Associate

Client Services Associate

Client Service Associate

Associate Attorney

Litigation Associate

Client Experience Associate - Montana

Senior Associate Attorney

Sr. Associate Attorney

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