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Windward Recruiting

Client Service Associate

Windward Recruiting

Client Service Associate supporting a full-service wealth management team remotely. Responsible for client requests, meeting prep, and administrative tasks for financial services.

Posted 5/29/2026full-timeRemote โ€ข Connecticut, New Jersey, New York, Pennsylvania โ€ข ๐Ÿ‡บ๐Ÿ‡ธ United StatesJuniorMid-Level๐Ÿ’ฐ $80,000 - $100,000 per yearWebsite

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
A/B testinganalyticsdata analysisprocess improvementsinventory reconciliationdocumentation workflows
Soft Skills
client relationship managementteam performance managementcommunicationcollaboration
Tools & Technologies
SaaSclient-facing analytics service
Industry Keywords
gamingeCommercehealthcareB2Binsurance

About the role

Key responsibilities & impact
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Requirements

What youโ€™ll need
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  • Worldwide
  • โŒ Jobs You've Hidden
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  • โฐ Full Time
  • ๐ŸŸข Junior
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  • โš•๏ธ Healthcare Insurance
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  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
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  • ๐ŸŸ  Senior
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  • ๐Ÿ“ Client Services
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  • ๐Ÿ•’ April 16
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  • ๐Ÿ“š Education
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  • ๐ŸŸ  Senior
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  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
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  • ๐ŸŸก Mid-level
  • ๐ŸŸ  Senior
  • ๐Ÿ“ Client Services
  • Search More Client Services Jobs
  • ๐ŸŒ
  • Worldwide
  • Built byย Lior Neu-ner. I'd love to hear your feedback โ€” Get in touch via DM or support@remoterocketship.com
  • Search
  • Search Jobs by country
  • Search jobs by city
  • Search jobs by job title
  • Search entry-level jobs
  • Search junior-level jobs
  • Search senior-level jobs
  • Search jobs by tech stack
  • Search jobs by contract type
  • Search remote internships
  • Search remote part-time jobs
  • Remote jobs Anywhere in the World
  • Companies Hiring Anywhere in the World
  • Companies Hiring Sales People Anywhere in the World
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  • Resources
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  • Resume examples
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  • Affiliates
  • Privacy policy
  • Terms of service
  • Job board SEO course
  • AI Apply Copilot
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  • Jobs by Country
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  • Remote jobs United States
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Benefits

Comp & perks
  • ๐ŸŒ
  • Worldwide
  • โŒ Jobs You've Hidden
  • โญ๏ธ Saved Jobs
  • โœ… Applied Jobs
  • โœ‰๏ธ Email Alerts
  • ๐Ÿ‘ค Account
  • This job opening is no longer available.
  • Similar Jobs
  • Game & UA Analytics โ€“ Client Services
  • ๐Ÿ•’ April 22
  • Xsolla
  • 201 - 500
  • ๐ŸŽฎ Gaming
  • ๐Ÿ›๏ธ eCommerce
  • โ˜๏ธ SaaS
  • Website
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  • Game & UA Analytics launching client-facing analytics service at Xsolla. Driving A/B tests and providing actionable insights for game studios in the video game industry.
  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
  • ๐Ÿ’ต $80k - $130k / year
  • โฐ Full Time
  • ๐ŸŸข Junior
  • ๐ŸŸก Mid-level
  • ๐Ÿ“ Client Services
  • ๐Ÿฆ… H1B Visa Sponsor
  • Client Support Manager
  • ๐Ÿ•’ April 21
  • EnableComp
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  • โš•๏ธ Healthcare Insurance
  • โ˜๏ธ SaaS
  • ๐Ÿ’ธ Finance
  • Website
  • LinkedIn
  • All Job Openings
  • Manager, Client Support responsible for leading daily operations and managing team performance. Overseeing inventory reconciliation, documentation workflows, and driving process improvements in a healthcare environment.
  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
  • ๐Ÿ’ฐ Venture Round on 2022-07
  • โฐ Full Time
  • ๐ŸŸก Mid-level
  • ๐ŸŸ  Senior
  • ๐Ÿ“ Client Services
  • Commercial Lines Client Service Manager
  • ๐Ÿ•’ April 21
  • Higginbotham
  • 1001 - 5000
  • ๐Ÿค B2B
  • ๐Ÿ‘ฅ HR Tech
  • Website
  • LinkedIn
  • All Job Openings
  • Commercial Lines Client Service Manager responsible for maintaining insurance coverage and processing policies. Involves communication with clients and technical support, based in Port Arthur, TX.
  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
  • ๐Ÿ’ฐ $20.7M Series unknown on 2015-01
  • โฐ Full Time
  • ๐ŸŸข Junior
  • ๐ŸŸก Mid-level
  • ๐Ÿ“ Client Services
  • ๐Ÿšซ๐Ÿ‘จโ€๐ŸŽ“ No degree required
  • Client Services Representative II
  • ๐Ÿ•’ April 16
  • First Student
  • 10,000+ employees
  • ๐Ÿš— Transport
  • ๐Ÿ“š Education
  • ๐Ÿค B2B
  • Website
  • LinkedIn
  • All Job Openings
  • Client Services Representative managing logistics and communications for student transportation. Ensuring efficient operations and positive client relationships.
  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
  • โฐ Full Time
  • ๐ŸŸก Mid-level
  • ๐ŸŸ  Senior
  • ๐Ÿ“ Client Services
  • ๐Ÿฆ… H1B Visa Sponsor
  • Client Services Manager
  • ๐Ÿ•’ April 15
  • Rain the Growth Agency
  • 201 - 500
  • ๐Ÿค B2B
  • ๐Ÿ“ฑ Media
  • ๐Ÿ›๏ธ eCommerce
  • Website
  • LinkedIn
  • All Job Openings
  • Client Services Manager responsible for driving client growth through effective account management. Collaborating with teams on advertising strategies in a remote role with flexible hours.
  • ๐Ÿ‡บ๐Ÿ‡ธ United States โ€“ Remote
  • โฐ Full Time
  • ๐ŸŸก Mid-level
  • ๐ŸŸ  Senior
  • ๐Ÿ“ Client Services
  • Search More Client Services Jobs
  • ๐ŸŒ
  • Worldwide
  • Built byย Lior Neu-ner. I'd love to hear your feedback โ€” Get in touch via DM or support@remoterocketship.com
  • Search
  • Search Jobs by country
  • Search jobs by city
  • Search jobs by job title
  • Search entry-level jobs
  • Search junior-level jobs
  • Search senior-level jobs
  • Search jobs by tech stack
  • Search jobs by contract type
  • Search remote internships
  • Search remote part-time jobs
  • Remote jobs Anywhere in the World
  • Companies Hiring Anywhere in the World
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  • Companies Hiring Software Engineers Anywhere in the World
  • Resources
  • Advice
  • Tips for finding remote jobs
  • Interview questions and answers
  • Resume examples
  • Cover letter examples
  • Post a job
  • Affiliates
  • Privacy policy
  • Terms of service
  • Job board SEO course
  • AI Apply Copilot
  • OpenClaw job finder
  • Jobs by Country
  • Remote jobs anywhere in the world (Worldwide remote jobs)
  • Remote jobs United States
  • Remote jobs Australia
  • Remote jobs Brazil
  • Remote jobs Canada
  • Remote jobs France
  • Remote jobs Ireland
  • Remote jobs Germany
  • Remote jobs Netherlands
  • Remote jobs Spain
  • Remote jobs UK
  • Popular Jobs
  • Remote data analyst jobs
  • Remote customer support jobs
  • Remote executive assistant jobs
  • Remote marketing jobs
  • Remote product designer jobs
  • Remote product manager jobs
  • Remote project manager jobs
  • Remote recruiter jobs
  • Remote sales jobs
  • Remote software engineer jobs
  • Jobs by Type
  • Remote full-time jobs
  • Remote part-time jobs
  • Remote contract jobs
  • Remote internship jobs
  • Remote entry-level jobs
  • Remote jobs with no experience required
  • Remote junior jobs (1-3 years of experience)
  • Digital nomad jobs
  • Remote jobs with no degree required
  • Freelance remote jobs
  • Temporary remote jobs
  • Remote jobs hiring now
  • Stay at home mom jobs