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Client Services Associate jobs in California

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SUMMER ASSOCIATE, CLIENT SERVICE, 2024

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...

CompanyAlphasights
AddressSan Francisco, CA
CategoryRetail
Salary$14,423 a month
Job typeSeasonal | Full-time | Internship
Date Posted just now See detail

Summer Associate, Client Service, 2024 New

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...

just now seen See more...

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...

7 days 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...

a month ago seen See more...

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...

a month 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...

a month 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)....

a month 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...

a month 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...

a month ago 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...

a month 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...

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 (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....

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...

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- 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...

2 months 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...

2 months ago seen See more...

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...

7 days ago seen See more...

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...

a week ago seen See more...

Pharmacy Customer Service Associate New

Walgreens

FREMONT, 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...

40 minutes ago seen See more...

Customer Service Associate II New

Iron Mountain

Burbank, CA

Whether youre looking to start your career or make a change, talk to us and see how you can elevate the power of your work at Iron Mountain.We provide expert, sustainable solutions in records and information management, digital t...

8 hours ago seen See more...

Pharmacy 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. In accordance with state and feder...

2 days ago seen See more...

Associate Manager, Client Connect New

Disney Entertainment

Santa Monica, CA

Own tracking of incoming RFPs, outgoing output and sold details. Collaborate with a variety of internal/external partners, contributing to the development of market leading ad sales opportunities and sponsorship programs that driv...

2 hours 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...

2 months 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...

2 months 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...

2 months ago seen See more...

Client Services Manager

Compass Group

Fremont, CA

Build a strong network with internal partners to ensure ongoing excellent service standards are met for our most critical accounts. Become an expert on our top clients and help continuously improve the way we service them as a com...

2 days ago seen See more...

Client Service Representative

Vca Animal Hospitals

West Sacramento, CA

ESSENTIAL FUNCTIONS: 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...

5 days ago seen See more...

Energy Compliance Services - Associate Chemical Engineer

Weaver

San Diego, CA

Bachelor's degree in Chemical Engineering from an EAC/ABET accredited University. Grade point average of 3.3 or higher. 0-1 year of experience in the Chemical Engineering field. Proficient in Microsoft Excel, Word, PowerPoint and...

5 days 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...

5 days ago seen See more...

Client Services Account Administrator

Adecco

Santa Ana, CA

$31.99/Hour

Daily administration of 100+ trusts. Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds. Respond to daily inquiries from Clients, Investors and other deal...

a week ago seen See more...

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People who searched for Client Services 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, Warehouse Associate Receiving, Patient Services Supervisor, Service Desk Tech, Truck Service Technician, Research Associate Scientist, . 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.

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