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.
- ...Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth...SuggestedWork at officeRemote workFlexible hours
$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$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...SuggestedFull timeFlexible hours- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various...SuggestedWork at office
$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$80k - $100k
Neuberger Berman is seeking a Client Associate / Senior Client Associate for its wealth management team in San Francisco. This position involves... ...should have at least 2 years of experience in client service within the financial services sector and possess the required...- 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...
$20 - $22 per hour
...Client Service Associate (Mail and Office) San Francisco, California, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: MondayFriday | 8:00 AM 5:00 PM Keep Operations Running Smoothly Behind the...Temporary workWork at officeImmediate start$56k - $75k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office$25 - $44 per hour
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in... ...investment advice and guidance. Job Overview This role provides client service support to multiple Financial Advisors (FAs). You will...Hourly paySeasonal workWork from homeShift workDay shift$25 - $44 per hour
Bank of America is looking for a Client Service Support Specialist within Merrill Wealth Management in San Francisco. This role provides essential support to Financial Advisors, focusing on client service excellence and operational objectives. The ideal candidate is a...- 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...
$34.32k - $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...Full timeTemporary workWork at officeLocal area- ...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
- ...Overview We’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 to make sure projects run smoothly from start to finish. You’ll help coordinate new projects...Permanent employmentFull time
$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...Full timeTemporary workWork at officeLocal area- ..., 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...
$21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work$68.2k
Location: San Francisco, CA Client Associate We are seeking a full-time Client Associate to join our team. You will work with a team of wealth... ...and other LNW team members to provide excellent service to our internal and external clients. Nature of Role As a Client...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- A leading technology services company is seeking a Client Relations Associate in San Francisco. This role involves managing client relationships and ensuring exceptional service delivery while maintaining client satisfaction and retention. Candidates should have over 2...Flexible hours
$72k
Client Solutions Associate (7 Openings) Hybrid - 3 Days Onsite | San Francisco, CA or New York City, NY Direct Hire / Permanent Placement HireNow... ...with both clients and experts to ensure strong service levels and repeat engagement Conduct outreach using internal...Permanent employmentFull timeRemote workVisa sponsorship- ODC is seeking enthusiastic and reliable applicants for the Client Relations Associate (CRA) role. This position reports to the Client Relations Manager and is located in the reception area of the ODC Commons and at the Theater entry when needed. Join our vibrant and collaborative...
- Dancers Group is looking for a Client Relations Associate (CRA) to join our vibrant and collaborative team in San Francisco, California. This position... ...CRA will play a key role in representing ODC Theater and services offered. Strong interpersonal skills and a reliable nature...
$80k - $100k
...Wealth is Neuberger Berman’s direct-to-client wealth and investment management business... ...customized investment solutions. The Client Associate / Senior Client Associate delivers... ...enhancing the client experience by managing the service, maintenance, and growth of the high‑net...Work at officeLocal area- A recruitment agency is seeking Client Solutions Associates to connect clients with experts, manage projects end-to-end, and communicate effectively in fast-paced environments. Candidates should have 0-4 years of experience, a Bachelor's degree, and the ability to thrive...
- ...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...
- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...Build and maintain strong relationships with client service leaders, anticipate their needs, communicate proactively, and adjust...Work at officeLocal areaShift work
- A leading consultancy in technology is seeking a Client Relations Associate in San Francisco. You will manage client relationships, ensuring they receive top-tier service while driving satisfaction and retention. The ideal candidate has over two years of experience in Account...Flexible hours
- About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building... ...a portfolio of clients, ensuring they receive white-glove service while driving satisfaction, retention, and long-term value...Contract workWork at officeFlexible hours
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