Client Services Associate
TradeJobsWorkforce
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
- ...partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people,...Suggested
- ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team...SuggestedFull time
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$70k
...Client Service Associate (Class of 2027)San Francisco, California, United StatesGuidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions...SuggestedTemporary workSummer workInternshipWork at officeFlexible hours$72k - $98k
...and investment solutions with highly personalized client experience. We are a modern independent firm focused... ...across advisory, investment, operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and internal teams to...SuggestedWork at officeRemote work3 days per week1 day per week$61.28k - $85.52k
...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding...Full timeWork at office$45k - $95k
...Registered Client Service AssociateCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...Work at office$130k - $185k
...Client Service Associate (CSA)Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team. In this role, you would partner with our Client Portfolio Managers...Flexible hours- ...Dodge & Cox seeks an experienced Private Wealth Client Service Associate to partner with Client Portfolio Managers in managing high-net-worth relationships. You will coordinate all non-investment aspects of these relationships, interfacing with Operations, Legal, Compliance...
$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.The RoleAdvise individuals and families...Work at office$35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal areaWork visa$23 - $25.5 per hour
Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering...Full timeTemporary workPart timeWork experience placementH1bWork at officeWork visa$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal areaWork visa$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$70k
...Client Service Associate (Class of 2027) San Francisco, California, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$35.15k - $90k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area- TransPerfect Is More Than Just a Job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. TransPerfect
$35.15k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal areaWork visa- Morgan Stanley in San Francisco seeks a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service. You will handle money movements, answer routine questions, onboard clients, maintain accounts, and assist with digital...
$72.2k - $85k
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, individuals in this role build trusted relationships, leading with...Temporary workWork at officeLocal area$75k - $90k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings...Local areaFlexible hours- Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first...
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
$23 - $25.5 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate...Full timeTemporary workPart timeWork experience placementImmediate start- ..., we’ve provided account administration services for self-directed retirement accounts and... ...IRA administrator, Entrust assists clients in purchasing alternative investments with... ...Job Summary The Client Services Associate is the outward face of our company with...
- ...Bank of America is seeking a Wealth Management Client Associate to support Financial Advisors and build lasting client relationships. This entry role emphasizes service excellence, learning the investment and banking products, and collaboration with advisory teams to foster...
- UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development...
$77k - $202k
...Description & SummaryThe OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and compliance work within our Business & Supply Chain Operations practice, helping clients navigate regulatory requirements and strengthen internal...Full timeH1b$265k - $332.5k
...respected Family Wealth practice seeks an associate with 4-7 years of experience.Ranked in... ...Chambers USA High Net Worth Guide, our client base is both domestic and international... ...collaboration enable us to provide excellent client service and is critical to an Associate’s...Work at office- ...J.P. Morgan Advisors in San Francisco seeks a Client Associate to support Financial Advisors, delivering personalized wealth management for... ...strong communication, regulatory awareness, and a proactive, service-driven approach to everyday client service and solution delivery...
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