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.
$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...SuggestedTemporary workWork at officeLocal areaWork visa- ...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
$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...SuggestedTemporary workWork at officeLocal areaWork visa$91.61k - $146.57k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...SuggestedTemporary workLocal areaFlexible hours$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$100k
...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen... ...with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to...Work at office- 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
- ...Description Job Description Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm... ...Work certification. The Role: The Family Office Client Service Associate serves as a key point of contact for high-net-worth and ultra...Live inWork at officeLocal areaImmediate start
$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the...Local areaFlexible hours- 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- 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...
$31.2 - $40.8 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...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
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$90k - $110k
AlphaSights is seeking Associates to join our Client Service team in San Francisco. This role offers a unique opportunity to connect clients with expert knowledge and elevate their decision-making. Successful candidates will have strong academic credentials, relevant internship...Internship- UBS in San Francisco is seeking a Client Associate to join our Private Wealth Management team. Based in our San Francisco office, you will... ...manager for top-tier clients, coordinating onboarding and servicing, and collaborating with the team. The role emphasizes discretion...Work at office
- This Private Client Associate role is an ideal opportunity for a highly motivated individual to join a growing and respected private client... ...compassion. A strong team player and communicator, the Private Client Service Associate will partner actively across a dynamic platform to...Work at office
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
$98.96k - $148.44k
...United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ...estate firm or other area of financial services (Investment Management, Commercial...Work at office
- ...RBC Wealth Management in San Francisco is seeking a Client Associate/Registered Client Associate to support financial advisors and clients... ..., documentation, and compliance while delivering exceptional service in a fast-paced, collaborative environment. Successful candidates...
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...Work at office
$85.1k - $161.7k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting...Full timeWork experience placementInternshipLocal area$28 - $38 per hour
...and authentic solutions that bring our clients' spaces and brands to life. We're passionate... ...Position Summary The Client Experience Associate works with Customer Experience Manager... ...on-going customers with great customer service and timely follow-up. Major Duties And Responsibilities...Contract workFor contractors$55k - $75k
...motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional...Full timeWork at officeFlexible hours- Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit. You will interact directly with high-net-worth clients and serve as the face of the practice, handling account activity...Work at office
$50k - $80k
...branch serving financial advisors and our clients. Job Description What is the... ...advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted... ...communication, people, organizational, and client service skills Attention to detail coupled with...Full timeFlexible hours- ...are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business... ...clients through authentic communication and attentive service. Represent the company at business dinners,...Full time
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