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Client Services Associate jobs in Union City, 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 4 weeks 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...

4 weeks 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 - 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...

a month 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...

2 weeks 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...

a month ago seen See more...

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

Sap

Palo Alto, CA

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

4 days 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...

a month ago seen See more...

Sales/Guest Service Associate

Wax Center Partners

San Leandro, CA

$37.4K - $47.3K a year

Assess guest needs and provide information on product features and Wax Pass benefits. Achieve company sales goals on a daily, monthly, and annual basis. Receive the tools you need to become a rockstar sales associate and maximize...

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...

3 days 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...

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...

4 weeks ago seen See more...

Facilities Services Associate

Bcforward

Palo Alto, CA

Fluently speak, read, and write in preferred local language(s) and English. Provide concierge services and general information to help facilitate visits to HP, (e.g., generic business information, conference room reservations, tra...

3 weeks 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...

3 weeks 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...

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...

a month ago seen See more...

Sales and Service Associate

24 Hour Fitness Usa, Llc

Oakland, CA

$34.5K - $43.6K a year

Share your passion for fitness by helping new members get started on their fitness journey. Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. Dev...

2 months 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...

Senior Client Associate

Rockefeller Capital Management

Mountain View, CA

$80,000 - $90,000 a year

Handle operational aspects of client accounts including reporting on account holdings, investment performance, posting daily cash activity, updating the investment database and entering trade instructions. Proof and assemble clien...

2 months ago seen See more...

Veterinary Client Service Representative for New Bay Area Specialty Hospital

Omega Veterinary Group

San Mateo, CA

$20.50 - $24.00 an hour

VIN membership. Vet Bloom membership. Plumbs Veterinary Drug Annual Subscription. Participation in Omega Veterinary Group Healthcare Plan with employer contribution. 401K plan with match anticipated within first year of hospital o...

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...

2 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...

2 weeks ago seen See more...

Security Associate / Customer Service Greeter

Crossroads Trading Co. Inc.

Oakland, CA

$21 - $25 an hour

401(k). 401(k) matching. Competitive salary. Dental insurance. Employee discounts. Health insurance. Training & development. Vision insurance. Wellness resources. Medical, Dental, Vision Benefits for PT* + FT Staff. 401k Benefits...

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...

a month ago seen See more...

Client Care Associate

Bay Area Cancer Connections

San Mateo, CA

$60,000 - $65,000 a year

Provide information and support to all clients who contact us (whether by phone, email, or an in-person visit). Build rapport with clients and provide appropriate follow-up depending on each client's specific needs. Work collabora...

2 months 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....

3 weeks ago seen See more...

Customer Service/Inside Sales Associate

Pacific Produce

South San Francisco, CA

$26 - $30 an hour

Input orders into system from incoming faxes, phone calls and emails. Identify and proactively reach out to customers with missing orders. Provide exceptional, professional customer services. Work with Warehouse, Operations and Fi...

a month ago seen See more...

J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

Jpmorgan Chase & Co

Santa Clara, CA

$26.49 - $37.50 an hour

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

a month ago seen See more...

Client Services Specialist

Competitive Edge Physical Therapy, Inc

San Jose, CA

Act as the primary contact for new and existing clients at the front desk and via phone, delivering exceptional service that reflects our clinics core values. Manage incoming calls from new leads with the goal of securing evaluat...

4 weeks ago seen See more...

Retail Real Estate Services Associate

Corporate Functions

Cupertino, CA

- As a Professional in the Real Estate field you will successfully support the implementation of worldwide operational business initiatives, programs and reporting. - Work seamlessly with cross-functional partners to deliver busin...

a month ago seen See more...

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What should I search to find Client Services Associate jobs in Union City, CA?

People who searched for Client Services Associate jobs in Union City, CA also searched for Retail Sales Associate, Associate Software Test Engineer, Service Tech, Store Sale Associate, Sale Associate, Sales Associate, Service Representative, Client Services Manager, Yard Associate, Warehouse Associate, Marketing Associate, Customer Service Manager, Technical Service Specialist, Operation Service Manager, Automotive Service Advisor, . 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 Union City, CA

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