Client Success Associate
CliftonLarsonAllen LLP
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is seeking a Client Success Associate.This role assists with the optimization of the client experience lifecycle . They help facilitate the development of digital software client relationships in order to promote loyalty, retention, and drive up the Net Promoter Score (NPS).Essential Job FunctionsThe below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.Essential Job Functions•Assist with the sales-to-services transition and overall client onboarding deliverables. •Work alongside the project implementation teams to drive software product adoption. •Help moderate and resolve with any client escalations that may arise. •Facilitate client seamless transition to post implementation. •Coordinate with scoping and service teams for post implementation activities. •Identify referenceable clients and possible case studies. •Assist with client transfer management. •Help promote and identify other seamless CLA services to clients. •May assist with client subscription and support renewals, existing client marketing activities, and post implementation billing management. RequirementsExperiencerelevant experience required.Experience with software account management, leading teams, and managing clients preferred.EducationBachelor's degree required (Combination of related experience, education, and training may be accepted in lieu of degree).Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.Technical CompetenciesProficiency in Microsoft Outlook and Office products (Word, Excel, Teams, PowerPoint, etc.)Travel RequirementsThis position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.#LI-RC1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits, click here.SummaryLocation: Austin, TXType: Full time
- ...a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We’re committed to providing employees with a meaningful work...SuggestedWork experience placementCasual workWork at officeLocal areaRelocation packageDay shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Four Points Branch, you will be based in Austin, TX. Bilingual Spanish - Preferred. PNC is an in‑office...SuggestedTemporary workWork experience placementWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be based in Austin, TX. R230402 Job Profile At PNC, our people...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$60k - $75k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks... ..., professional development, and contributing to the success of the team. Primary Responsibilities Frequent custodian...SuggestedWork at officeLocal areaFlexible hours- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...SuggestedWork at officeLocal area
- ...Responsibilities Serve as first level of support to existing clients, managing and coordinating the completion of all language projects... ...team, anticipating pitfalls or potential roadblocks to successful completion. Ensure any pitfalls are addressed and resolved with...Local area
- ...Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while... ...career in client services, account management, or customer success. What You’ll Do Serve as the primary point of contact for...Full time
- A dynamic company is seeking passionate individuals for a client service leadership role that offers flexibility and mentorship. Candidates... ...develop professionally while maintaining a balanced lifestyle. Successful applicants will demonstrate strong communication skills and a...Remote jobWork from home
$65k - $75k
A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...Remote work- ...Edward Jones is seeking a professional in Austin, TX to deepen relationships with existing clients, gather information for opening new accounts, and evaluate portfolio performance. The role involves communicating recommendations to clients through the Financial Advisor...
$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$50k - $70k
Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning... ...time (Monday - Friday 8:30 AM - 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 - 5 years’ of operational experience...Full timeRemote workMonday to Friday- ...legal support services. All services and client partnerships are aided by best-in-breed... ...responsibility for your clients and their business success. If this sounds like you, we would... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...helping others achieve financial stability and long-term success Strong communication, interpersonal, and presentation...Remote jobFlexible hours
- The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail...Work at officeMonday to Friday
- Evan Spielvogel - State Farm Agent is looking for a Customer Relations Representative to join their team in Austin, Texas. The role involves establishing customer relationships and providing prompt customer service related to insurance products. Ideal candidates will have...
$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,... ...are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through...Full timeWork at officeRemote work- A boutique wealth management firm is seeking a Fully Remote Operations / Client Service Associate. This role involves managing client service requests, onboarding, and supporting advisors. Ideal candidates will have strong interpersonal and communication skills and an...Remote job
$180.97k - $316.7k
...solutions to enhance legal workflows and client service. This role collaborates with... ...configure tools, test systems, and ensure successful technology adoption. Responsibilities include... ...liability.BENEFITSK&L Gates offers our Associates a comprehensive suite of benefits to...Full timeTemporary workLocal areaImmediate startRemote work$190k
...indemnity coverage for a variety of third-party liability claims. The successful candidate should have at least four years of experience in... ...that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for creating...Full timeFlexible hours- ...and ranked #36 in the National Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered...Work at officeRemote workFlexible hoursShift work
$260k - $420k
...SummaryDLA Piper is actively seeking an associate with 3+ years of experience for our... ...will also provide advice and counsel to clients, ranging from emerging growth to Fortune... ...timely, accurate, and quality work product;Successfully meet deadlines, expectations, and...Full timeWork at officeImmediate startRelocationRelocation packageWeekend workAfternoon shift$150k - $300k
...communicate, verbally and in writing, with partners, lawyers, clients, staff, and third parties;Produce deliverables, answer phone calls... ...manner;Provide timely, accurate, and quality work product;Successfully meet deadlines, expectations, and perform work duties as required...Full timeWork at officeRemote workRelocationRelocation packageWeekend workAfternoon shift$250k - $310k
...candidates with at least three (3) years of experience advising clients on advertising, marketing, trademark, copyright, and... ...responsive manner;Provide timely, accurate, and quality work product;Successfully meet deadlines, expectations, and perform work duties as required...Full timeContract workWork at officeRelocationRelocation package- ...integrity, and a commitment to delivering superior results for our clients. We foster a culture of mentorship, continuous learning, and... ...and trial support.Engaged leadership that values your input and invests in your success.BenefitsFull Benefits401k w matchBonusesRemote work
$235k - $400k
...limited to:Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;Produce... ...manner;Provide timely, accurate, and quality work product;Successfully meet deadlines, expectations, and perform work duties as required...Full timeWork at officeRelocationRelocation package- Location(s)Austin, Texas, San Antonio, TexasDetailsKemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high...Full timeRemote work
- ...rights of homeowners.This role requires a proven track record of success in handling claims involving hail, wind, fire, water damage,... ...litigating complex coverage issues, and pursuing favorable outcomes for clients throughout Texas. Qualifications: REQUIREMENTS & SKILLS:Full-...Full time
$158.12k - $252.83k
...Strong working knowledge of relevant topics, legal issues, and the rules governing professional responsibility required. Demonstrated success in a stressful environment.Applicants must be licensed and in good standing to practice law in the state of the office out of which...Permanent employmentFull timeWork at office
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