Client Experience Associate
$60k - $65kMovable Ink
Client Experience Associate Movable Ink scales content personalization for marketers through data-activated content generation and AI decisioning. The world's most innovative brands rely on Movable Ink to maximize revenue, simplify workflow and boost marketing agility. Headquartered in New York City with close to 600 employees, Movable Ink serves its global client base with operations throughout North America, Central America, Europe, Australia, and Japan. The Client Experience Associate (CXA) will be an integral part of supporting our clients and their needs by working closely with the Director led Client Experience teams. The CXA will be proactive, technical, and should have a strong desire to manage their own book of business in the future. Responsibilities of the Client Experience Associate: Learn the Movable Ink platform and email industry eco-system Support Client Experience Manager (CXM) on named accounts as backup contact Communicate directly with contacts on named accounts to gather requirements and prep for campaign execution Pull campaign results from the Movable Ink platform and synthesize into standardized campaign reports for clients on a regular basis Support in the creation and execution of powerpoint presentations for client Business Reviews and Status meetings Execute email mock-ups in Photoshop for client Business Reviews and Status meetings. Proactively manage schedule of client meetings and Business Reviews etc - including preparing swag and administrative and logistical elements Manage contact roles in Salesforce for all clients organizations Take minutes in client meetings Troubleshooting queries and QA campaign setups for clients Produce written documentation for custom projects Qualifications: Ability to manage multiple deadlines and deliverables simultaneously Excellent oral and written communication skills Strong ability to work well with others Adaptability in a fast-changing environment Positive attitude Focuses on outcomes Self-Motivated Creative & entrepreneurial-minded Willing to try new things Coachability Desire to learn HTML/CSS/Javascript and Photoshop The base pay range for this position is $60,000-$65,000/year, which can include additional bonus depending on the position ultimately offered, in addition to a full range of medical, financial, and/or other benefits. The base pay offered may vary depending on job-related knowledge, skills, and experience. Studies have shown that women, communities of color, and historically underrepresented people are less likely to apply to jobs unless they meet every single qualification. We are committed to building a diverse and inclusive culture where all Inkers can thrive. If you're excited about the role but don't meet all of the abovementioned qualifications, we encourage you to apply. Our differences bring a breadth of knowledge and perspectives that makes us collectively stronger. We welcome and employ people regardless of race, color, gender identity or expression, religion, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, ethnicity, family or marital status, physical and mental ability, political affiliation, disability, Veteran status, or other protected characteristics. We are proud to be an equal opportunity employer.
$45k - $54k
...Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is... ...first feel. The Role As Client Experience Associate, you are the first voice clients hear...SuggestedWork at office- ...Client Experience Associate Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the center of it. Think Ritz-Carlton, not a reception...SuggestedWork at office
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of... ...succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written...SuggestedFlexible hours
- ...A respected regional financial institution is seeking a Client Relationship Associate to join its commercial banking team in Buckhead. This is... ...Qualifications Bachelor\'s degree preferred. 3-5 years of experience in a client-facing, relationship management, business development...SuggestedLocal area
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written...SuggestedFull timeFlexible hours
- ...London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position A... ...individual to join its growing team as a Client Associate. The Client Associate will work with our... ...3-5 years prior client service experience within financial industry, or equivalent...Work at officeLocal area
- ...UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated... ...(for registered CSAs only) ideally 1-3 years of experience in client service, within the finance sector bachelor degree preferred...Part timeWork at officeFlexible hours
- .... Want to find out more? Visit ubs.com/careers. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with...Flexible hours
$49.31k - $66k
...Job Title Associate Job Description The Associate is crucial in supporting internal... ...Providing account updates to a client's growing publisher base. Evaluate performance... ...have a Bachelor's Degree or related work experience You are passionate about providing excellent...Temporary workWork experience placementFreelanceWork at officeFlexible hours- ...Wholesale Client Engagement Coordinator This role reports to the Wholesale Strategic... ...engagement, and operational management. The associate partners across Wholesale, Technology,... ...education and related training or experience 3-5 years of experience within consulting...
- Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will... ...with account openings, and help ensure a seamless service experience. You will collaborate with Advisors, manage reports in...
- ...individual, small business and institutional clients. We are a longstanding leader in... ...Description Do you have financial planning experience and want to advance your career with an... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$20 - $22 per hour
...Job Type: Full Time, Non-Exempt Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department... ...compensation is commensurate with job related knowledge, skills, experience, etc.) Position Summary We are seeking a dedicated and...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift- ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential... ...perform the essential functions. 1. Bachelor's degree or equivalent experience and related training. 2. Experience in the securities industry...Second jobWork at officeMonday to Friday
- ...Job Summary This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent... ...Degree ~5+ years of customer service or administrative experience ~ Industry or Industry related experience ~ Experience...Work at office
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Work at officeLocal area
- ...institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued... ...committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it’s...Work at office
- ...Client Support Associate We are currently seeking a highly motivated and customer-focused individual to join our team as a Client Support... ...opportunities to improve processes and enhance the customer experience Keep accurate records of customer interactions and...Work at officeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor... ...for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High...Work at officeLocal area
- ...Client Services Associate We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for... ...to learn and grow within the Company. Required Experience and Qualifications: Minimum Bachelor's degree or its equivalent...
- ...Client Service Associate Atlanta, GA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your... ...advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to...Work at officeLocal area
- ...Partner Network invites applications for a Remote Digital Support Associate in Atlanta, Georgia. This role is fully remote and available... ...to candidates located within the United States. No previous experience is required. Structured onboarding and clear step‑by‑step guidance...Remote work
- ...Oppenheimer & Co. Inc. in Atlanta, GA, is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and... ...interpersonal and multitasking skills, 5+ years of CSA experience, and a working knowledge of financial instruments. You will...
- ...Client Service Associate / Senior Client Service Associate **Confidential Search | Atlanta, GA (On-site/Hybrid)** A boutique, fee-only Registered... ...known for delivering an exceptionally high-touch client experience. This firm does not publicly advertise open roles, this...Work at office
- ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Atlanta branch office. The RCSA's... ...and brokerage/insurance products ~5+ years’ experience working as a sales assistant/CSA ~ Possess a...
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high... ...advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting...Full timeTemporary workWork at officeFlexible hours$56k - $76k
...Client Services Associate - Atlanta, GA Atlanta GA - Atlanta, GA 30350 Overview Salary Range $56,000.00 - $76,000.00 Salary/year Position... ...$57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for...Full timeWork experience placementSummer workWork at officeWork from homeWork visaMonday to FridayFlexible hoursShift work$57k - $76k
Love building strong client relationships while keeping the details moving behind the scenes? As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP),... ...professionals to deliver a seamless client experience—from account opening and paperwork to...Work experience placementSummer workWork at officeWork from homeWork visaMonday to FridayFlexible hours- ...Senior Product Solutions Associate In Embedded Payments Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that... ...Capabilities, and Skills ~3+ years of experience or equivalent expertise in problem-solving...
- Ameriprise Financial is seeking a Registered Client Service Associate in the Atlanta area to support high producing advisors. You will prepare... ...team and adherence to compliance standards to deliver a personalized client experience. #J-18808-Ljbffr Ameriprise FinancialWork at office
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