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Associate Client Service Manager jobs in California

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FINANCIAL & CLIENT SERVICE ASSOCIATE

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

CompanySterling Wealth Partners
AddressTustin, CA
CategoryAccounting/Finance
Salary$23 - $33 an hour
Job typeFull-time
Date Posted just now See detail

Financial & Client Service Associate New

Sterling Wealth Partners

Tustin, CA

$23 - $33 an hour

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

just now seen See more...

Associate Service Manager

Tesla

Buena Park, CA

Teslas Associate Service Managers are responsible for driving excellent results in customer service and operational efficiency in our service centers. Our Associate Service Managers must assist in the daily operations of the Serv...

3 weeks ago seen See more...

Manager of Client Services & Operations

Sunset Lighting

Irvine, CA

$85,000 - $100,000 a year

401(k). 401(k) 3% Match. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. Bonus opportunities. Performance bonus. Yearly bonus. 8 hour shift. Monday to Friday. Management and coordinate speci...

3 weeks ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

San Francisco, CA

$14,423 a month

You thrive in a fast-paced, results-oriented environment. You possess a client-first mindset. You excel under pressure and enjoy working to tight deadlines. You are gritty, resilient and ready to roll up your sleeves and make thin...

a month ago seen See more...

Client Services Manager

Compass Group

Fremont, CA

Build a strong network with internal partners to ensure ongoing excellent service standards are met for our most critical accounts. Become an expert on our top clients and help continuously improve the way we service them as a com...

a month ago seen See more...

Associate, Client Service I

Bny Mellon

San Francisco, CA

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Here's a few of our awards: Fortune World's Most Admired Companies & To...

2 months ago seen See more...

Associate Client Services Advisor

Vistage Worldwide

San Diego, CA

Welcome to our home. Our US headquarters sits in the heart of San Diegos UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, w...

2 months ago seen See more...

Tax Senior Manager - Private Client Services

Morrison & Morrison

San Francisco, CA

$120,000 - $200,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

4 weeks ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

a month ago seen See more...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

a month ago seen See more...

Associate Manager, Client Connect

Disney Entertainment

Santa Monica, CA

Own tracking of incoming RFPs, outgoing output and sold details. Collaborate with a variety of internal/external partners, contributing to the development of market leading ad sales opportunities and sponsorship programs that driv...

a month ago seen See more...

Client Service Associate

Gpac Talent Network

Fresno, CA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

2 months ago seen See more...

Client Service - Assistant Manager

Vca Animal Hospitals

Los Angeles, CA

Assist with planning and executing customer service organization change. Recruiting, hiring, and on-boarding new team members. Assist with scheduling. Work with manager to support the team and resolving employee concerns. Plan and...

2 months ago seen See more...

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

Sap

Palo Alto, CA

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

2 months ago seen See more...

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What companies are hiring for Associate Client Service Manager jobs in California?

The top companies hiring now for Associate Client Service Manager jobs are Gallagher,

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