Associate Client jobs in San Mateo, CA

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CLIENT SERVICE ASSOCIATE

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...

CompanyEscalon Services, Inc.
AddressSan Mateo, CA
CategoryRetail
Salary$61.8K - $78.3K a year
Job typeFull-time
Date Posted a month ago See detail

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...

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...

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...

Seasonal Client Associate

Bank Of America

San Francisco, CA

$66.7K - $84.5K a year

Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates...