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.
$65k - $90k
...Job Title: Client Service Associate About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment...SuggestedFull timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hours$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...SuggestedWork at office$34.32k - $90k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$70k - $76k
Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll: keep management systems up to date with client information educate...SuggestedFull timeWork at officeFlexible hours$34.32k - $90k
A leading financial services firm is looking for a Client Service Associate in San Francisco. This role focuses on providing exceptional service to clients, supporting Financial Advisors by managing client accounts, processing requests, and maintaining relationships. The...Suggested$75k - $90k
Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings...Local area$75k - $80k
A leading knowledge services firm in San Francisco seeks an Associate, Client Service, who will connect clients with expertise and manage client-expert communications. The role requires fluency in English and Portuguese, strong academic credentials, and relevant internship...Internship$68.2k
Laird Norton Wetherby in San Francisco is seeking a full-time Client Associate to assist in wealth management and client services. The ideal candidate will work closely with advisory teams to provide exceptional service, manage client inquiries, and execute operational...Full timeFlexible hours$32 - $44.71 per hour
Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication...Hourly payFull timeWork at office- Client Services Associate page is loaded## Client Services Associatelocations: US-Corvallis, OR: US-Boulder, CO: US-San Francisco, CA: US-New York, NY (1250 Broadway): US-Hawaiitime type: Full timeposted on: Posted 6 Days Agojob requisition id: R2025-243592**TransPerfect...Worldwide
- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
- Children's Council of San Francisco is seeking a Client Relations Representative to provide exceptional customer service and support to the agency's staff and clients. The position involves engaging professionally with visitors and callers, handling multi-phone lines, and...
$34.32k - $90k
Job Description 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...Temporary workWork at officeLocal area- EPIC Insurance Brokers & Consultants is seeking an Assistant Client Manager in San Francisco, CA. This role supports the administration... .... Candidates should possess strong communication skills, a service-oriented mindset, and 1-2 years of insurance experience. Responsibilities...Work at office2 days per week
- ...Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing Youre a great fit if you: Have...Remote work
$72k - $80k
...firm in San Francisco is seeking an Operations Associate to join its operations team. This hybrid role involves optimizing client experiences and managing operational needs.... ..., with 1-3 years’ experience in financial services. A bachelor's degree is preferred, along with...$25 - $30 per hour
Bank of America is hiring for a Client Service Support role at Merrill Wealth Management in San Francisco, CA. This position involves providing exemplary client support by ensuring service offerings are communicated effectively to clients. The ideal candidate is a motivated...Hourly paySeasonal work- ...Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves... ...facilitating transactions, and ensuring high-quality client service. Successful candidates will have strong communication skills,...
$80k - $100k
LGBT Great is looking for a Client Associate in San Francisco. This role involves providing operational support and ensuring a high-quality... ...client experience. Candidates should have 2+ years in client service within financial services, an undergraduate degree, and relevant...Work at office- ...America seeks a dedicated professional for its Merrill Wealth Management team in San Francisco. This position emphasizes exemplary client service, supporting both clients and Financial Advisors while ensuring adherence to bank policies. Candidates should have a high school...Seasonal work
- A leading financial services firm in San Francisco is hiring a Client Service Associate to provide exceptional support to clients and Financial Advisors. The ideal candidate will possess strong interpersonal skills and a detail-oriented mindset, assisting clients with their...
- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers... ..., documenting transactions, and maintaining exceptional service quality. The ideal candidate will possess strong...
- ...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
$72k
...Client Solutions Associate (Customer Success / Marketplace Operations) Location: San Francisco, CA Company Stage: Early-Stage / Venture-Backed... ...high-growth environments Familiarity with professional services, expert networks, or research-driven industries...Work at officeRemote workFlexible hours- ..., 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...
$80.5k - $159.3k
...our 80-year history, delivering excellent service through innovation has been a core part... ...within TS? Crowe is seeking a Senior Associate to join our dynamic Transaction Services... ...and sell-side advisory projects for TS clients who invest in and or operate within various...Local areaWorldwide$27 - $29 per hour
Opensity Solutions is hiring a Hospitality Associate in San Francisco, CA, to support daily operations within a professional law firm... ...candidate should have prior hospitality experience, a strong client service mindset, and excellent organizational skills. This position...Hourly payFull timeWork at officeMonday to Friday$28 - $38 per hour
...Job Title Client Experience Associate Job Description The Client Experience Associate works with Customer Experience Manager by participating... ...relationships with on-going customers with great customer service and timely follow-up. Major Duties and Responsibilities...For contractors- ...Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And... ...General Summary: The Client Manager Associate (CMA) is in training to be responsible for proactive...Full timeTemporary workWork at officeLocal areaWorldwideHome officeFlexible hours
- ...leading financial institution in San Francisco is seeking a Client Associate to join its Commercial Term Lending team. The ideal candidate... ...estate. Applicants should have a minimum of 2 years in financial services and a solid understanding of financial concepts. A college...
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