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Full-Time Client Service Associate jobs in Irvine, CA

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CLIENT SERVICE ASSOCIATE

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

CompanyCompound
AddressMassachusetts, United States
CategoryRetail
Salary$55,000 - $65,000 a year
Job typeFull-time
Date Posted 2 days ago See detail

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

2 days ago seen See more...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

2 days ago seen

PWM Registered Client Service Associate

Morgan Stanley

Missouri, United States

$51.7K - $65.4K a year

PWM Registered Client Service AssociateJob Number: 3245737POSTING DATE: Jan 9, 2024PRIMARY LOCATION: Americas-United States of America-Missouri-ClaytonEDUCATION LEVEL: Refer to Position DescriptionJOB: Wealth ManagementEMPLOYMENT...

a month ago seen See more...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

a month ago seen See more...

Client Service Associate

Compound

Kansas, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

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...

Client Services Associate

Allianz Commercial

Missouri, United States

$40,000 - $62,019 a year

Perform the collection activities for open receivables balances, which include both written and verbal communications and working with internal and external customers in order to resolve the open balances. Accurate and timely anal...

a month ago seen See more...

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Delaware, United States

$49.7K - $63K a year

Bachelors degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. Work experience in a fiduciary environment is preferred. Proficiency with Microso...

a month ago seen See more...

Client Service Associate - Curo Wealth

Kestra Holdings

Reston, VA

Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Manage client needs regarding processing, service, and problem re...

2 months ago seen See more...

Wealth Client Service Associate

M&T Bank

Pennsylvania, United States

Service the daily transaction needs of Wealth Clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a ti...

2 months ago seen See more...

Client Service Associate- O'Fallon, IL

Raymond James Financial Incorporated

Illinois, United States

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effectiv...

2 months ago seen See more...

Client Service Associate - Registered

Stifel, Nicolaus & Co., Inc.

Ohio, United States

$41.4K - $52.4K 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 Services Associate (San Juan, Puerto Rico)

Insights Driven Research

San Juan, PR

$38,000 - $40,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

2 months ago seen See more...

New Business/Client Services Associate

Fss Group

Texas, United States

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Highland Village, TX: Relocate before starting work (Required)....

2 months ago seen See more...

Client Service Associate

Armstrong Advisory Group

Texas, United States

From $60,000 a year

401(k). 401(k) matching. Dental insurance. Flexible spending account. Health insurance. Life insurance. Paid time off. Parental leave. Tuition reimbursement. Vision insurance. Bonus opportunities. Monday to Friday. Associate (Requ...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Boiling Springs, SC

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...

Associate Vice President, Financial Services New

Rowan College Of South Jersey

New Jersey, United States

Employee is responsible for budget and fiscal management and oversight of all Financial Services functions. Responsible to participate as a member of the College's Audit and Finance Committee and provide financial reports and anal...

just now seen See more...

Customer Service Associate New

National Grid

Massachusetts, United States

Knowledge of Customer Service techniques, strategies and approaches. The successful candidate must have excellent oral and written communication and interpersonal skills. They must possess the ability to develop positive customer...

5 hours ago seen See more...

Customer Service Associate (Remote - TX only) New

Swbc

Remote

$15 an hour

Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institution...

14 hours ago seen

Customer Service Associate New

Walgreens

Florida, United States

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...

22 hours ago seen See more...

Associate Manager, Client Strategy and Analytics New

Ampush

Remote

$65,000 - $70,000 a year

Client Services Leadership: Assume leadership in client services across key accounts, ensuring a strategic approach to all client interactions and campaigns. Strategy Understanding: Develop a comprehensive grasp of client marketin...

19 hours ago seen

Remote-Bilingual Client Support Associate- Chinese(Night Shift 11pm-8am)

Firstrade Securities Inc.

Remote

$23 - $25 an hour

Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed. Provides exceptional customer service by meeting all customer demands as they relate to relat...

2 days ago seen

Client Configuration Associate

Clearcompany

Remote

$42,000 - $44,000 a year

You will be joining forces with our Implementation Team to revolutionize the customer implementation journey, achieving unparalleled excellence by slashing costs, turbocharging time-to-value, and forging an unforgettably exception...

2 days ago seen

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

a month ago seen See more...

Manager, Client Services (Digital Account Management)

Blavity Inc.

Remote

$70,000 - $80,000 a year

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

3 days ago seen

Client Services Specialist

Hedra Consulting

Remote

$72,000 - $115,000 a year

Review and coordinate timely preparation of Client Engagement Letters with responsible Legal Assistant and ensure that an Open Matter Form is submitted in a timely and complete manner. Work with Finance, the Senior Manager, Practi...

3 days ago seen

Customer Service Associate

Walgreens

Tennessee, United States

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 days ago seen See more...

Pharmacy Customer Service Associate

Walgreens

Arkansas, United States

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...

Pharmacy Customer Service Associate

Walgreens

CHICAGO, IL

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...

Customer Service Associate

Walgreens

CHICAGO, IL

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...

5 days ago seen See more...

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