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Full-Time Client Service Associate jobs in Fremont, 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 a month 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...

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...

2 months ago seen See more...

Office Services Associate

Adams & Martin Group

Palo Alto, CA

Utilize appropriate logs for all Office Services work. Ensure that job tickets are properly filled out before beginning work. Perform work in Office Services, primarily reprographics, mail and intake functions according to establi...

5 days 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...

2 months 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...

3 weeks 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...

2 months 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...

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...

2 weeks 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 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...

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...

a month 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...

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...

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...

2 months 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...

a month 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...

Retail Loss Prevention Tactical Customer Service Associate - San Jose

Tj Maxx

San Jose, CA

$16.00 - $19.15 an hour

Job Description:The Customer Service Associate (Tactical Uniform) is a uniformed CSA who focuses exclusively on providing excellent customer engagement at the front of the store. The CSA (Tactical Uniform) uses a Company-issued Bo...

2 months 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...

a month ago seen See more...

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