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.
$34.32k - $90k
...Client Service Associate – Overview 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...SuggestedTemporary 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.Suggested
$34.32k - $90k
...Dormont Manufacturing Co is seeking a detail-oriented Client Support Specialist in San Francisco, California. This role involves providing service coverage for client accounts, including executing transactions and onboarding clients, as well as administrative support...Suggested$34.32k - $90k
...Position Summary 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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Dormont Manufacturing Co is looking for a Client Service Associate based in San Francisco, California. In this role, you will provide exceptional service to clients and support Financial Advisors with their everyday needs. Responsibilities include cultivating client relationships...Suggested$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$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Temporary workWork at officeLocal area$27.38 - $39.12 per hour
...Client Services Associate II Brisbane, California About this opportunity: As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional customer experience for healthcare providers, their staff, and...Hourly payLocal areaRemote workMonday to Friday$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$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...Temporary workCasual workWork at officeRemote workFlexible hours- LGBT Great is looking for a Client Associate in San Francisco to provide operational support and enhance client experiences for high-net-worth... ...organizational skills and a deep understanding of financial services. Qualified candidates must have an undergraduate degree and...Visa sponsorship
$34.32k - $90k
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 relationships...Temporary workWork at officeLocal area- 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...Work at office
- 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...
- Freenome is looking for a Client Services Associate to enhance customer experiences in healthcare. You will support healthcare providers and patients by managing communications effectively and providing product information. The ideal candidate will have a high school diploma...Remote jobHourly pay
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors and Private Wealth Advisors on a daily basis. In this role, you will build trusted relationships through regular client interactions...
- ...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...
- ..., we’ve provided account administration services for self-directed retirement accounts and... ...IRA administrator, Entrust assists clients in purchasing alternative investments with... ...and more. Job Summary The Client Services Associate is the outward face of our company with...
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- 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
$20 - $22 per hour
...Job Description Job Description Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule... ...paced environment, this role is for you. As a Client Services Associate , you'll support daily office operations through mail...Temporary workWork at officeImmediate startMonday to Friday$160k - $200k
...Compensation: $160,000 – $200,000 base salary + benefits About Our Client: Our client is a growing, high-touch wealth management... .... This hire will play a central role in keeping client service, investment operations, and alternative investment workflows...Flexible hours- ...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
- ...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
- Client Success Senior Associate - Life Sciences Be the hub of communication and help build deep and lasting relationships with our most complex Commercial... ...with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client teams to deliver...Work experience placementWork at office
- Bank of America is seeking a dedicated Client Service Support Specialist in San Francisco, CA. This role focuses on providing exceptional service to Financial Advisors, ensuring client needs are met while adhering to regulatory standards. The ideal candidate will hold...Remote jobHourly pay
$25 - $44 per hour
Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs. Supports enterprise strategic objectives, operational excellence goals, and client advocacy, customizing solutions for different...Hourly paySeasonal workWork from homeShift workDay shift$44.3k - $66.4k
...seeking a part-time Retail Banking Sales representative located in San Francisco, California. In this role, you will provide exceptional service to customers, understand their banking needs, and recommend appropriate financial solutions. Candidates should have 1-2 years of...Part time$45k - $90k
RBC Capital Markets, LLC in San Francisco is hiring a Client Associate/Registered Client Associate. This role involves building client relationships, facilitating transactions, and ensuring compliance with standards. Ideal candidates will have a Bachelor's degree or equivalent...$133k - $183k
...proactive personal office professional to support a Lead Advisor. The candidate will enhance client experiences, manage financial planning activities, and ensure exceptional service delivery. This position requires strong organizational skills and at least 7 years of...Work at office
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