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 3 days 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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

Entry Level Customer Service Associate - Full Time

Supreme Concept

Beaumont, CA

$725 - $1,350 a week

Identify and capitalize on opportunities to increase revenue generation and exposure for our clients through targeted residential marketing campaigns. Build and nurture strong relationships with our clients to understand their nee...

Veterinary Client Service Representative/Receptionist

Nuevo Road Animal Hospital

Perris, CA

Up to $20 an hour

Employee discount. Flexible schedule. Paid time off. Retirement plan. 8 hour shift. Day shift. Weekends as needed. Perris, CA 92571: Relocate before starting work (Required)....

Financial Center Client Service Representative

Bank Of America

Los Angeles, CA

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Key resp...

Financial Services Associate

Fof Legacy Wealth Advisors

Pasadena, CA

From $100 an hour

Modern office setting. Work-from-home days. Growth opportunities. Supportive partners. Employee assistance program. Flexible spending account. Life insurance. Opportunities for advancement. Paid time off. Referral program. Retirem...

Food Service Associate - Picnics and Catering

Cedar Fair Entertainment Company

Buena Park, CA

Complimentary admission to Knotts Berry Farm and all Cedar Fair parks. Earn complimentary tickets for your friends and family. Discounts on food and merchandise. Special events for associates only. Building lifelong friendships....

Customer Service Associate

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. Engages customers and patients by...

Customer Service Associate

Walgreens

SAN JOSE, 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...

Client Service Representative

Vca Animal Hospitals

Burbank, CA

and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal wasteCompensation is negotiable based on education, experience, and other relevant credentials. Ple...

Administrative Services Associate (Emergency Procurement)

County Of Marin

San Rafael, CA

Assisting County departments with emergency contracting preparation which includes development of specifications, bid form preparation, overseeing bidding process, assisting in analyzing bid results and bid awards. Assisting in th...

Client Service Representative

Vca Animal Hospitals

Monrovia, CA

Customer service functions, including greeting visitors and answering telephones.. Scheduling and confirming appointments.. Placing outbound calls for follow-ups and reaching out to prospective clients.. Presenting and explaining...