Sr. Client Services Associate
$85k - $120kJobgether
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Client Services Associate based in the United States. This role sits at the heart of the client onboarding journey within a fast-growing healthcare technology environment. You will guide newly contracted healthcare organizations through implementation and ensure they successfully launch on the platform with confidence and clarity. Acting as the primary point of contact during onboarding, you will coordinate timelines, configure solutions, and deliver structured training that drives early adoption. The role blends project management, client relationship building, and product expertise in a highly collaborative setting. You will work closely with success, support, product, and sales teams to ensure a seamless transition from implementation to long-term client value. This position is ideal for someone who thrives in a dynamic, client-facing environment and enjoys turning complex systems into simple, actionable workflows. \n Accountabilities: Own and manage the full onboarding lifecycle for newly signed clients, ensuring smooth implementation from kickoff through go-live while maintaining clear timelines, communication, and stakeholder alignment. Serve as the primary implementation lead, guiding clients through platform configuration, workflow setup, and onboarding training to ensure successful adoption. Collaborate closely with internal teams including Client Success, Product, Support, Sales, and Business Development to resolve issues, mitigate risks, and enhance client experience. Drive early product adoption by proactively engaging clients and helping them realize measurable value from the platform. Monitor onboarding health metrics such as time-to-live, usage patterns, and early satisfaction scores to identify risks and improvement opportunities. Document client configurations, feedback, and implementation outcomes to support continuous process improvement and knowledge sharing across teams. Surface client insights and recurring needs to product teams to inform enhancements and roadmap prioritization. Requirements: Bachelor’s degree required with experience aligned to a senior-level client services, implementation, or customer success role. Strong project management and organizational skills with the ability to manage multiple concurrent client onboarding engagements. Excellent communication skills, with the ability to engage both technical and non-technical stakeholders clearly and confidently. Customer-first mindset with a demonstrated ability to build trusted client relationships and deliver value-driven outcomes. Comfort working with SaaS platforms, CRM tools, and project management systems, with the ability to quickly learn new technologies. Analytical and solutions-oriented approach, with strong problem-solving skills and attention to detail. Ability to travel up to 50% as required for client support and implementation needs. Collaborative, adaptable, and energized by working in a fast-paced, team-oriented environment. Benefits: Competitive base salary range of $85,000–$120,000 USD depending on experience and qualifications. Fully remote work within the United States with home office expense support. Flexible paid time off plus company holidays to support work-life balance. Comprehensive health, dental, vision, and additional insurance options, including pet coverage. Monthly stipends for internet, cell phone, and wellness-related expenses. Generous parental leave program, including 12 weeks fully paid for eligible U.S. employees. Learning and development support, including continuing education and certification reimbursement. Inclusive work environment with access to employee resource groups and growth opportunities. \n How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1
$85k - $120k
...position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Client Services Associate based in the United States. This role sits at the heart of the client onboarding journey within a fast-growing...SeniorRemote jobFull timeHome officeFlexible hours- ...skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their... ...exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma...SeniorInternship
$30.11 - $50.21 per hour
Job Overview Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve... ...to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paper‑less options,...SeniorWork at office$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning... ..., families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also...SeniorPermanent employmentWork at officeLocal area$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...SeniorWork experience placementWork at office$65k - $75k
...passion for enriching the lives of our clients. We continually seek to perfect our... ...financial plans and investment management services to over 80,000 households from our... ...of life, is excited to welcome a Sr Client Service Associate to our team. This onsite, Monday-through...SeniorFull timeTemporary workPart timeWork at officeWorldwideMonday to FridayFlexible hours- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SeniorWork at officeLocal area
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SeniorWork at office- ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal...SeniorWork at office
$50k - $75k
...Job Description Job Description Salary Range:$50,000.00 To $75,000.00 Annually JOB DESCRIPTION JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor...SeniorImmediate start$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...opportunity for a Senior Client Service Associate to join our growing High Net Worth team....SeniorFull timeTemporary workWork at officeFlexible hours$80k - $105k
...established wealth management firm looking for an experienced client-centric associate to join our team in San Jose’s vibrant downtown Willow Glen... ...: Lead support to advisor team and provide service to the firms’ 170+ client households Responsible for appointment...SeniorWork experience placementWork at office- Why a Great Opportunity We are a global family of 30,000 people, present in a broad range of market segments for aluminium and metal recycling, and energy and renewables, offering a unique wealth of knowledge and competence. We have a proud history and are committed...SeniorHourly payLocal area
- ...Senior Client Service Associate Omaha, NE · Full-time · On-site We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha, Nebraska. This is a full-time, on-site opportunity for someone ready...SeniorFull timeWork at office
- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...SeniorImmediate start
- ...Description Job Description We are seeking a Registered Client Associate to support financial advisors and deliver an exceptional client... ...This role is responsible for client communications, account servicing, money movement requests, new account openings, meeting...SeniorImmediate start
$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm...SeniorFull timeSummer workWork at office- ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent...Senior
- ...If you’re interested in building your career in financial services, our client has a fantastic opportunity to join one of their wealth management teams! As a Client Service Associate on one of their largest teams, you will learn the Registered Investment Advisor industry...SeniorTemporary workWork from home
- ...Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in... ...The successful Client Services Senior Associate will use his or her knowledge of life insurance... ...deliverables. Relevant skills that a Sr. Associate will be able to further...SeniorWeekend workAfternoon shift
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...Overview At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients...SeniorFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...Gallagher. Overview We are looking for a Personal Lines Client Service Associate to join our growing team. This role is perfect for someone...SeniorFull timeWork experience placementLive outWork at officeLocal areaMonday to FridayFlexible hoursShift work
- TRC Talent Solutions is seeking a Senior Service Associate to join our Walnut Creek office. In this full-time role, you will support Financial Advisors by providing exceptional client service and managing account servicing. The ideal candidate has 5-8 years of experience...SeniorFull timeWork at office
- Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Service Associate to join our Commercial team in Raleigh, North Carolina. In this role, you will help clients solve challenges by delivering tailored insurance solutions and ensuring every client interaction is...SeniorFlexible hours
- Wealth Enhancement Group, LLC in Summit, NJ is seeking a full-time Sr Client Service Associate to enhance client relationships and support financial advisors. This position requires strong financial services experience and effective communication skills. The role includes...SeniorFull time
$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...SeniorWork at office$65k - $83k
J.P. Morgan seeks a Senior Client Service Associate in Houston, TX, to maintain and deepen client relationships in the Latin America Private Bank. The role involves serving as the primary contact for clients, ensuring exceptional service, and collaborating with various...Senior- A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...SeniorFull time
$25 - $32 per hour
A financial services firm in Washington is looking for a Client Service Associate to provide key administrative support to its Financial Services department. This role includes managing communications, preparing client deliverables, and ensuring compliance with company...SeniorHourly pay$80k - $100k
Neuberger Berman is seeking a Client Associate / Senior Client Associate for its wealth management team in San Francisco. This position involves... ...should have at least 2 years of experience in client service within the financial services sector and possess the required...Senior
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