Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in San Francisco, CA vacancy
  • $34.32k - $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $80k - $90k

     ...Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support. This role sits at the intersection of clients, advisors, and custodians, owning the details... 
    Suggested
    Temporary work
    Casual work
    Work at office
    Remote work
    Flexible hours

    BBR Partners

    San Francisco, CA
    2 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $80k - $111k

     ...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative... 
    Suggested
    Internship
    Flexible hours

    Stifel Financial

    San Francisco, CA
    8 days ago
  • $100k

     ...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen...  ...working with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to... 
    Suggested
    Work at office

    Evergreen Gavekal

    San Francisco, CA
    2 days ago
  • $225k

     ...Compensation: Up to $225,000 About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly...  .... This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running... 
    Flexible hours

    Claire Myers Consulting

    San Francisco, CA
    4 days ago
  • 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

    TransPerfect

    San Francisco, CA
    5 days ago
  • UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills. Cantonese/Mandarin... 
    Full time

    UBS

    San Francisco, CA
    2 days ago
  • Morgan Stanley seeks a Client Service Associate to provide exceptional client service and support Financial Advisors in daily operations. You will build trusted relationships through regular client interactions and help manage accounts, documentation, and requests. Ideal... 
    Work at office

    Morgan-Stanley

    San Francisco, CA
    2 days ago
  •  ...Bank of America is seeking a dedicated professional to provide client service support to Financial Advisors in Mill Valley, California. The role emphasizes customer-centric service and requires FINRA licenses to ensure compliance. The ideal candidate will possess strong... 
    Hourly pay

    Bank of America

    Mill Valley, CA
    2 days ago
  •  ...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 employment
    Full time

    TransPerfect

    San Francisco, CA
    a month ago
  •  ...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 employment
    Full time
    Internship
    Local area
    Worldwide

    TransPerfect

    San Francisco, CA
    15 days ago
  • $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 pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    San Francisco, CA
    9 days ago
  • $65k - $85k

     ...Overview Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with... 
    Full time
    Work at office

    UBS

    San Francisco, CA
    4 days ago
  •  ...focused individual looking to start a rewarding career in client relations, customer service, account management, marketing support, or business...  ...We are hiring a Full-Time Entry-Level Client Relations Associate to join our growing team. This opportunity is ideal... 
    Weekly pay
    Full time
    Part time
    Internship
    Work at office
    Immediate start

    Tri-Valley Collective, Inc.

    Oakland, CA
    3 days ago
  •  ...individuals who value professional development, service-focused work, and long-term income...  ...virtual consultations to understand client needs Clearly explain benefit options...  ...veterans, credit unions, and professional associations—helping protect families while creating... 
    Remote work
    Flexible hours

    Globe Life American Income Division

    Oakland, CA
    1 day ago
  • $35.15k - $90k

     ...Service Associate Service Associates perform operational support and oversight on behalf of the Complex as well as general management support...  ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley... 
    Temporary work
    Work at office
    Remote work
    Home office
    Night shift

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    2 days ago
  • $24 - $31 per hour

     ...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the... 
    Hourly pay
    Work at office
    Local area

    Opensity Solutions

    San Francisco, CA
    2 days ago
  • $75k - $90k

     ...leading independent financial advisory services firm. Originally founded in 1882 as the...  ...London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private...  ...to join its growing team as a Client Associate. The Client Associate will work with our... 
    Work at office
    Local area

    Rockefeller Financial

    San Francisco, CA
    2 days ago
  • $65k - $85k

     ...Job Reference # 341574BR City San Francisco Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account... 
    Full time
    Work at office
    Flexible hours

    UBS

    San Francisco, CA
    1 day ago
  • $90k - $105k

     ...Who are you You are a motivated, client-focused individual with a strong interest in wealth management and a desire to learn and grow...  ...in wealth management or experience working in a client-focused/service-oriented role, even if not specifically in the industry. A client... 
    Work at office

    Bailard

    San Francisco, CA
    3 days ago
  •  ...Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Francisco, CA
    4 days ago
  •  ...Citizens Wealth Management in San Francisco seeks a Wealth Manager Client Service Associate to support a top-performing Private Wealth team. You will lead client onboarding, service existing relationships, and ensure seamless day-to-day client needs, partnering with Wealth... 

    Citizens

    San Francisco, CA
    1 day ago
  •  ...About This Job: Network Right's Client Relations team is the bridge between our clients...  ...that serve them. As a Client Relations Associate, you will own a portfolio of 40 clients...  ...satisfaction. Proactively monitor service performance, ticket trends, and client engagement... 
    Contract work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Network Right

    San Francisco, CA
    3 days ago
  • $30.77 - $45.67 per hour

     ...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...role you will: Assist Financial Advisor(s) with sales, service and operational related activities such as providing service... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    San Francisco, CA
    4 days ago
  •  ...to work in a collegial, open‑door environment. Requirements A deep interest in wealth management or experience working in a client focused/service‑oriented role, even if not specifically in the industry. A client‑centric mindset and consistently acts in the clients’... 
    Work at office

    Jobtailor

    San Francisco, CA
    4 days ago
  •  ...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

    Rockefeller Financial

    San Francisco, CA
    1 day ago
  •  ...The Client service Rep job is permanent based on an anticipated schedule of 35-40 hours every week, Sunday- Sunday. Employees are actually...  ...Reply to incoming phone calls from our clients on problems associated with profit qualification concerns and also prescription standing... 
    Permanent employment
    Remote work
    Monday to Friday

    Recruit Monitor

    San Francisco, CA
    7 days ago
  • $23 per hour

     ...Office Services Associate RRD provides marketing, packaging, print, and business services to the world's most respected brands. The company'...  ...adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work

    R.R. Donnelley

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!