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Client Service Associate jobs in California

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SENIOR REGISTERED CLIENT SERVICE ASSOCIATE-NEWPORT BEACH, CA

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

CompanyRaymond James Financial, Inc.
AddressNewport Beach, CA
CategoryEducation/Training
Salary$60.3K - $76.4K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

3 weeks ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

3 weeks ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

3 weeks ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

3 weeks ago seen See more...

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...

4 weeks ago seen See more...

Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new management. We show employee appreciation by hosti...

4 weeks ago seen See more...

Customer Service Associate New

Walgreens

Delano, 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...

just now seen See more...

Customer Service Associate New

Atlas Marketing Solutions

Los Angeles, CA

Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels. Deliver exceptional customer care and always resolve any issues or complaints with professionalism and in a timely mann...

just now seen See more...

Registered Client Service Associate (Los Angeles,CA)

Oppenheimer & Co. Inc.

Los Angeles, CA

$55,000 - $65,000 a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

4 weeks ago seen See more...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

4 weeks 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...

4 weeks ago seen See more...

Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

a month 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...

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...

a month ago seen See more...

Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

a month ago seen See more...

Client Service Associate - Non Registered

Stifel, Nicolaus & Co., Inc.

Roseville, CA

$44,900 - $54,900 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FAs business by opening client accounts, preparing a...

a month ago seen See more...

Client Service Associate

Jpmorgan Chase & Co

Irvine, CA

$66,560 - $87,500 a year

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and...

2 months ago seen See more...

Client Service Associate

Bakeravenue

San Francisco, CA

$55,000 - $65,000 a year

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience. Responsible for the account establishment process by preparing, opening and processing n...

2 months ago seen See more...

Client Service Associate- Thousand Oaks, CA

Forum Financial Management

Thousand Oaks, CA

$42.9K - $54.3K a year

Deliver exceptional Client Service and provide operational and administrative support to the firms financial advisory team Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not l...

2 months ago seen See more...

Accounts Payable-Client Service Associate

Plumb

La Jolla, CA

$20.00 - $22.50 an hour

Client Service: You thrive on taking responsibility for your clients bill pay and reporting needs. You enjoy supporting your clients and teammates: no task is too small for you.Analyze invoices for accuracy and eligibility for pa...

2 months ago seen See more...

Client Service Associate (Life, Health and Disability)

Pch Benefits & Insurance Solutions

Moorpark, CA

$18 - $20 an hour

-Proficiency in Excel, Word, PDF Editor, Prezi (novice level acceptable), and Canva (novice level acceptable). -Informal translation from English to Spanish. -Excellent English phone and email communication skills. -Familiarity wi...

2 months ago seen See more...

Customer Service Associate New

Walgreens

San Rafael, 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...

9 hours ago seen See more...

Pharmacy Customer Service Associate New

Walgreens

Pasadena, 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...

17 hours ago seen See more...

Customer Service Associate New

Walgreens

Fontana, 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...

17 hours 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 days ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

a month ago seen See more...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

a month ago seen See more...

Associate, Client Services - Digital

Bully Pulpit International

San Francisco, CA

Client Deliverables. Participate in client engagements and start interfacing with clients; Manage limited client projects based on team needs and individual strengths; Work with team on client deliverables such as workplans, agend...

a month ago seen See more...

Senior Tax Associate – Private Client Services

Andersen

Los Angeles, CA

$90,300 - $138,300 a year

Bachelors or Masters degree required;. Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential preferred (i.e. CPA or JD); At least 3 years relevant work experience, preferably with an...

2 months ago seen See more...

Client Service Representative

Vca Animal Hospitals

Santa Clara, CA

ESSENTIAL FUNCTIONS: Able to work Sundays's Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbou...

2 days ago seen See more...

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What should I search to find Client Service Associate jobs in California?

People who searched for Client Service Associate jobs in California also searched for Optical Sales Associate, Associate Systems Engineer, Associate Project Manager, Customer Service Position, Operations Services, Customer Service Specialist, Front Desk Associates, Technical Services, Customer Service Consultant, Call Center Associate, Service Coordinator, Store Customer Service, Technology Services, Associate Manufacturing, Audit Senior Associate, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in California

Business System Analyst, Truck Driver, Software Engineer, Restaurant Manager, Store Associate, Quality Technician, Data Engineer, Technical Product Manager, Machine Learning Engineer, Product Manager, Security Specialist, Customer Service Specialist, Delivery Driver, Food Service Worker, Design Engineer,

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

The top companies hiring now for Client Service Associate jobs are Advanced Connections Incorporated, Axos Bank, Blankinship & Foster, Exela Technologies, First Republic Bank, Foundation Laboratory, HUB International Limited, Jackson Hewitt, LPL Financial Holdings Inc, LPL Financial Holdings, Inc., Morgan Stanley, New Level Resources, Raymond James Financial, Inc., Raymond James Financial, Inc., Tatari,

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