Client Service Associate jobs in California

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OPERATIONS CLIENT SERVICE ASSOCIATE 2

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...

CompanyState Street
AddressSacramento, CA
CategoryInformation Technology
SalaryNot disclosed
Job typeFull time
Date Posted 2 weeks ago See detail

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...

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...

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...

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...

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...

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...

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)....

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...

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...

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...

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...

Customer Service Associate

Eps

Tustin, CA

$22 - $25 an hour

401(k). Dental insurance. Employee discount. Flexible schedule. Health insurance. Paid time off. Vision insurance. Morning shift. Monday to Friday....

Client Service Trainee

Prime Tech Enterprise

Santa Ana, CA

$700 - $1,200 a week

Execute promotional outreach campaigns with fellow Entry Level Client Service Trainees to aid in developing an engaging brand identity and larger customer base. Create excitement around our clients brands with the goal of increasi...

Client Services Representative I

Capital Group Companies

Irvine, CA

$44,350 - $70,960 a year

You have 2+ years of proven customer support or client service experience. You are a skilled communicator; your verbal and written communication is effective and appropriate. You place a high value on being authentic, respectful,...

Director Client Services-Remote/in SoCal

Tristar Risk Management

Long Beach, CA

$78,000 - $82,500 a year

Manages essential account set-up functions for new clients Continually monitors TRISTARs service to assigned client accounts Provides consultative stewardship reporting to clients; identifying and educating clients on issues and...

Client Services Post Production Supervisor

Warner Bros. Discovery

Burbank, CA

Manage mastering projects from inception of project to completion. Primary client interface with clients. Responsible for ensuring deliverables comply with client technical specifications and client due dates. Responsible for dep...

Client Service Representative Needed

Vca Animal Hospitals

Moraga, CA

Weare currently seeking a Client Service Representative tojoin our close-knit team. Position is part-time, Monday, Tuesday and Friday, with potential to go full time in the future.Pay range: $20.00-$22.00If you are a current ass...

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...

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...

Pharmacy Service Associate FT

Rite Aid

Paso Robles, CA

$15.70 - $23.85 an hour

Enter sales into the cash register, process payments, and bag prescriptions. Manage the pharmacy will-call area, including placing and retrieving prescriptions for customers. Pull aged will-calls that are listed on your daily repo...

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...

Sales and Service Associate (Front Desk)

24 Hour Fitness

Laguna Niguel, CA

$16 an hour

Partners with Sales and Service Manager (SSM) to provide a best-in-class, member-centric experience that strengthens member relationships and builds member retention. Ensures members receive a friendly greeting/check-in and prompt...

Customer Service Associate 815- Part Time -Graveyard

American Retail Services

Escondido, CA

$16 - $17 an hour

Provide friendly service to customers. Greet and assist customers. Operate cash register to enter a convenience store and gasoline purchases (assistance will be available if needed). Account for all monies, cigarettes and lottery...

Client Service Representative

Vca Animal Hospitals

Upland, CA

$34.8K - $44.1K a year

Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Scheduling and confirming appointments. Placing outbound calls for follow-ups and reaching out to pr...

Client Service Assistant

Jnb Consultants

Ontario, CA

$42,000 - $54,000 a year

Interact with customers daily to handle enrollment requests, service upgrades, contract renewals, and inquiries to ensure high customer acquisition and retention. Gain extensive knowledge of our clients' products and services to e...

Client Services Representative

Innova Insurance Solutions, Inc.

Pomona, CA

From $20 an hour

Responsible for supporting Account Managers, Producers and Client Services Team. Assists with open enrollment meetings. Gathers information from clients and prepares applications to submit to appropriate insurance carriers. Assist...

Sales & Customer Service Associate

Massage Envy

Arroyo Grande, CA

$32.1K - $40.7K a year

Have a high school diploma (or equivalent) and previous retail or sales experience (preferred) Are critical thinkers with excellent math and computer skills and the ability to multitask Have great people skills and can establish p...

Guest Service Associate

European Wax Center

Rancho Palos Verdes, CA

$16.78 an hour

Starting hourly rate of $16.78 per hour PLUS uncapped commission and bonus opportunities. Discounts: 40% on products, 50% on services, UNLIMITED FREE EYEBROW WAXING! PLUS, plenty of FREE WAXING during our Wax Associate training! M...

Tactical Loss Prevention Customer Service Associate

Tj Maxx

Tustin, CA

$15.50 - $19.15 an hour

Provides timely, courteous and knowledgeable service to customers. Engages customers, providing support and creating a positive shopping environment. Provides an effective deterrent to theft through customer engagement and a profe...

Customer Service Associate

Bold

Santa Ana, CA

$35.2K - $44.6K a year

Focus on meeting the customers expectations by utilizing all resolution options. Maintain knowledge of current advertising, promotions, and catalogs, and the status of merchandise. Connect with customers by asking open-ended ques...