Client Services Associate Elevate Client Experience
$34.32k - $90kPowerToFly
PowerToFly is seeking Client Service Associates who will provide exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. The ideal candidate will need excellent interpersonal skills, be detail-oriented, and have advanced Microsoft Office proficiency. Responsibilities include managing client relationships, assisting with transactions, and contributing to the team's marketing strategy. The expected salary range for this position is $34,320.00 to $90,000.00 per year, based on qualifications and experience. #J-18808-Ljbffr
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...Financial Advisor/Private Wealth Advisor Education, Experience, Knowledge, and Skills: Education and/or Experience:...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...SuggestedTemporary workWork at officeLocal area- Heritage Bank of Commerce is looking for a Client Services Representative I in Los Gatos, California. This role focuses on providing exceptional... ...-focused attitude, with a high school diploma or equivalent experience. Responsibilities include processing teller transactions,...Suggested
$80k - $105k
...management firm looking for an experienced client-centric associate to join our team in San Jose’s... ...support to advisor team and provide service to the firms’ 170+ client households... ...self-manage required working hours Experience : ~ Four year college degree required...SuggestedWork experience placementWork at office- ...Client Service Associate Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate... ...Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably...SuggestedWork at office
$45k - $70k
## Client Service Associate (San Jose, CA)Applylocations: San Jose, California - United Statestime type: Full timeposted on: Posted Todayjob... ...Provide a high level of customer service.**Education/Previous Experience*** High School Diploma or equivalent and one (1) or more...Work experience placementWork at office$34.32k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/... ...for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience High School...Temporary workWork at officeLocal area$24.95 - $27.65 per hour
...Client Service Associate (Mailroom & Hospitality) Sunnyvale, California, United States Job Title: Client Services Associate Reports... ...while ensuring both clients and employees receive a 5-star experience. Why This Role Matters You play a key role in creating...Temporary workWork at officeImmediate startMonday to Friday$32.21 - $44.27 per hour
...Job Title Registered Client Service Associate Job Description Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication...Hourly payFull timePart timeH1bWork at officeHome officeVisa sponsorship- ...Registered Client Service Associate Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining... ...transparency. Qualifications: ~2-5 years relevant experience ~ Ability to manage multiple concurrent deadlines with strong...
- ...A multi-billion dollar Registered Investment Advisor located in San Jose is seeking a Client Service Associate to join their team. This entry-level position entails responding to client inquiries, assisting in meeting preparation, and monitoring custodial alerts. Ideal...
$34.32k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)... ...processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience...Full timeTemporary workWork at officeLocal area$22.19 - $30.02 per hour
...A luxury retail brand is seeking a Client Advisor in San Jose, California, to deliver exceptional client experiences and cultivate lasting client relationships. This role emphasizes sales achievement and brand ambassadorship, requiring excellent communication skills and...Hourly pay- ...The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from... ...learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction...Contract workTemporary workRemote work
$64k - $68k
...and treat each other and our clients like family. For 100 years, we... ...Position Summary Client Experience Specialist I works with the Sales... ...provide excellent customer service throughout the full scope of... ...: Education/Experience Associate Arts degree (A.A.) or equivalent...For contractorsFlexible hours- ...PowerToFly is seeking a Client Service Associate to deliver exceptional service and support Financial Advisors in San Jose, CA. This role involves building relationships with clients, offering guidance and ensuring client account accuracy. Candidates should possess strong...
- ...Client Success Associate Overview Crawford Group is seeking a highly organized, proactive, and... ...Success Associate to support our Customer Experience Directors and help scale our go-to-... ...operational backbone of our client services team by coordinating account activities...Contract work
$64k - $68k
...One Workplace in Santa Clara is seeking a Client Experience Specialist I who will support the Sales team by ensuring excellent client service and assisting in pre-sales functions.... ...success. Ideal candidates will have an Associate Arts degree or equivalent, excellent communication...- Crawford Group is seeking a Client Success Associate in California to support Customer Experience Directors and scale their go-to-market organization. This growth role is for individuals motivated by helping others while advancing their career. The ideal candidate will...
$20 per hour
...Mission: The Jaeger Le-Coultre Client Advisor is responsible for delivering stellar client experience and for achieving his/her... ...selling of watches, accessories and services as main task and exceeds... ...the boutique administration and elevate the BTQ KPI. Profile:...Local area$64k - $68k
One Workplace in Santa Clara, CA is seeking a Client Experience Specialist I. This role is integral to the Sales team, enhancing customer service and facilitating project success. Candidates should possess an Associate Arts degree and demonstrate excellent client service...- Bloomingdale's is seeking a Client Specialist in Santa Clara, responsible for maximizing sales by delivering outstanding customer service and maintaining an engaging shopping experience. You will build customer relationships, develop product knowledge, and participate in...Flexible hours
$81.5k - $103.5k
...Client Accounting And Advisory Services (CAAS) Senior Associate GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate. At... ...presents well-organized work product What skills & experience you'll bring to us: ~ Undergraduate degree in...Local areaWorldwide- ...Anywhere Real Estate seeks a Client Experience Specialist to manage non-licensed aspects of transactions remotely. Ideal candidates have a real estate license and 2+ years of experience in transaction coordination, enabling seamless support for agents and clients throughout...Remote work
- ...A leading fitness brand is seeking a passionate Client Specialist in San Jose, CA. You will serve as the first point of contact, providing... .... This role offers opportunities to engage with a health-focused community, ensuring an exceptional client experience. #J-18808-Ljbffr...Shift work
- ...for our teams—and unparalleled service for today's pet parents. The Opportunity: As a Client Service Representative (CSR), you... ...a welcoming and supportive experience for pet owners and their companions... .... What You’ll Do : Deliver elevated customer service with warmth, empathy...Local areaFlexible hoursWeekend workAfternoon shift
- ...Summary The Senior Client Advisor drives store performance through exceptional sales and elevated client engagement. Acting as a reference... ...to deliver memorable client experiences, cultivate a robust client... ...client and after-sale service and cultivate lasting client...Local area
$18.5 - $23.13 per hour
...Salon Customer Experience Specialist The Customer Sales... ..., professional, and elevated experience for every... ...and prompt, courteous service. In addition to supporting... ...team and resolving client concerns, the Customer... ...with Company match. All associates are eligible for an...Hourly paySeasonal workWorldwide$16.5 - $26.65 per hour
Job Summary The Client Services Representative I role is the employee in the branch who is primarily responsible for handling customers’... ...inquiries. Pay Range Base Compensation is dependent upon role, experience, and skill set: Min $16.50/hr Max $26.65/hr Primary...Work at officeLocal area$21.75 - $44.5 per hour
...history, delivering excellent service through innovation has been a... ...Job Description: The Client Engagement Specialist (CES) plays... ...outcomes that improve client experience and operational integrity.... ...applicable geographic differential associated with the location at which...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work
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