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Client Service Associate jobs in Alameda, CA

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CLIENT SERVICE ASSOCIATE

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

CompanyMorling Financial Advisors
AddressFremont, CA
CategoryRetail
Salary$65,000 - $80,000 a year
Job typeFull-time
Date Posted a month ago See detail

Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

a month ago seen See more...

Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Evolve Talent Partners

Redwood City, CA

Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to...

2 months ago seen See more...

Pharmacy Customer Service Associate

Walgreens

Pittsburg, CA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

3 days ago seen See more...

Full Time Client Service Representative

Eagle Peak Solutions, Inc.

San Pablo, CA

Creating and maintaining client accounts through our direct approach to build more revenue for our client. Learn the software systems provided by the client to be able to communicate effectively with incoming inquiries. Provide a...

6 days ago seen See more...

Retail Customer Service Associate

Fedex Office

Livermore, CA

High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills For new hires, must meet all FedEx Office employment qualifications in force at time of hiring For c...

2 weeks ago seen See more...

Client Service Representative

Vca Animal Hospitals

Albany, CA

VCA Albany Animal Hospital is seeking an experienced Client Service Representative to join our team.Location: 1550 Solano Ave, Albany, CA 94707 Website: https://vcahospitals.com/albanyCompensation: $19 - $26 per hourAt VCA Animal...

3 weeks ago seen See more...

Customer Service Associate

Walgreens

Pleasanton, CA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

3 weeks ago seen See more...

Customer Service Associate

Walgreens

San Ramon, CA

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

3 weeks ago seen See more...

Business Services Associate

Mr. Rooter Plumbing Of Oakland

Oakland, CA

Offering and Delivering Solutions We educate our customers thoroughly and give them the best options to solve their current issues, plus to prevent more problems in the future. Then, we follow through to take care of their plumb...

2 months ago seen See more...

Customer Service Associate

West Coast Self-Storage Group

Fremont, CA

$20 an hour

$20.00/hour plus MONTHLY & QUARTERLY BONUS potential!. Monthly Phone Stipend. Monthly Mileage Reimbursement . Medical, Dental, Vision insurance. Flexible Spending Account (FSA). $10,000 Employer Sponsored Life Insurance. Paid Sick...

2 months ago seen See more...

Client Services Officer I

Heritage Bank Of Commerce

Livermore, CA

Act as a key liaison with clients: Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc. Deliver and provide tier 1 support for basic cash management solutions (basi...

2 months ago seen See more...

Client Service Representative (CSR)

Berkeley Animal Hospital

Berkeley, CA

Uphold ethics and promote a culture that is positive and thoughtful. Minimum 1 year experience in a veterinary hospital. Passionate about veterinary medicine and animal well-being. Ability to give feedback to management and not pa...

2 months ago seen See more...

Customer Service Associate

Airport Home Appliance

Hayward, CA

$19 - $21 an hour

Serve as the primary point of contact for customers. Answer incoming calls promptly and professionally, providing excellent service with a cheerful demeanor. Manage project timelines and task lists efficiently. Utilize technology...

2 months ago seen See more...

Accountant - Client Services

Ltd Global

Pleasanton, CA

We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.Responsibilities: Serves as primary contact with Cli...

2 months ago seen See more...

Customer Service Associate

Ace Hardware

Martinez, CA

$16 - $20 an hour

Provide a positive representation of Bill's Ace Hardware]. Proactively assist customers in solving problems. Greet customers entering and throughout the store. Thank customers when finished and when they are leaving the store. Pos...

a month ago seen See more...

Client Service Representative

Current Opportunities - Vetncare

Hercules, CA

Acting as client-patient advocate to ensure pet parent has received all pertinent information to the pet's healthcare. Checking in and greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Mana...

2 months ago seen See more...

Media Prep Lab Services Associate Technician

Honorvet Technologies

South San Francisco, CA

* Update labware deliveries on request system daily and complete assigned support tasks on time. * Looks for opportunities to help others* Constructively accepts decisions made that are different than own view* Demonstrates respec...

4 weeks ago seen See more...

Lab Services Associate Technician

Iconma, Llc

South San Francisco, CA

Lab Services Associate Technician Location: South San Francisco, CADuration: 4-5MonthsDescription:Support the Lab Services department by working effectively within the group to meet department goals, objectives, and tasks to achie...

4 weeks ago seen See more...

Lead Guest Service Associate

European Wax Center

San Bruno, CA

$18 - $20 an hour

Employee discount. Flexible schedule. Health insurance. Paid time off. Day shift. Evening shift. Morning shift. Monday to Friday. Weekends as needed....

a month ago seen See more...

Mail Services Associate

The Millennium Group

San Mateo, CA

Providing a high level of customer service to end users seeking assistance in person or via email, phone and chat. Receive and process all inbound & outbound, domestic and international mail and parcels which include FedEx, UPS, D...

a month ago seen See more...

Office Services Associate

Ep Wealth Advisors Admin Llc

Redwood City, CA

$24 - $26 an hour

Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar Partner directly with client relationship support, wealth a...

a month ago seen See more...

Customer Service Associate/Assistant Property Manager

West Coast Self-Storage Group

Daly City, CA

$17.50 an hour

$17.50 plus MONTHLY & QUARTERLY BONUS potential!. Medical, Dental, Vision insurance. Flexible Spending Account (FSA). $10,000 Employer Sponsored Life Insurance. Paid Sick and Vacation. 401(k)/Roth with matching funds. Annual Profi...

a month ago seen See more...

Client Service Representative

Vca Animal Hospitals

San Carlos, CA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

a month ago seen See more...

Guest Service Associate

European Wax Center

Daly City, CA

$16.75 an hour

Exceptional customer service and multi-tasking skills. A professional demeanor at all times. A team player mentality. Punctual & reliable. Flexible availability including weekends. Sales experience is a plus. Paid training for a s...

a month ago seen See more...

Environmental Services Technical Associate

Scs Engineers

Pleasanton, CA

Record data during field work, which could include, but not be limited to: soil characteristics, groundwater or surface water data, meteorological conditions, compliance information, waste characterization data, and/or summaries o...

2 months ago seen See more...

Client Manager Associate - San Francisco/Walnut Creek

Unum Group

Walnut Creek, CA

Award-winning culture. Inclusion and diversity as a priority. Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability. Generous PTO (including paid time to volunteer!). Up to 9.5% 401(k) em...

a month ago seen See more...

Sales Associate / Customer Service Representative

Drybar Shops

Walnut Creek, CA

$19 an hour

Competitive compensation plan with potential to make between $19-$30 per hour depending on performance Membership sales commission Flexible Hours Discounts on all retail products Clear career path to grow as a professional Ongoing...

a month ago seen See more...

Sales Associate/Customer Service

Brentwood Outdoor Living

Brentwood, CA

$16 - $22 an hour

Waiting period may apply. Only full-time employees eligible. Yes. Store Manager. 6PM. 10AM. No. Dependable -- more reliable than spontaneous. People-oriented -- enjoys interacting with people and working on group projects. Adaptab...

2 months ago seen See more...

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