Private Client Services jobs in California

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ASSOCIATE CLIENT SERVICES ADVISOR

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...

CompanyVistage Worldwide
AddressSan Diego, CA
CategoryRetail
Job typeFull-Time
Date Posted 4 weeks ago See detail

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 Representative

Helen Woodward Animal Center

Rancho Santa Fe, CA

Required Visa Status:CitizenGCUS CitizenStudent VisaH1BCPTOPTH4 Spouse of H1BGC Green CardEmployment Type:Full TimePart TimePermanentIndependent - 1099Contract W2C2H IndependentC2H W2Contract Corp 2 CorpContract to Hire Corp...

Commercial Lines - Client Services Coordinator

C3 Risk & Insurance

San Diego, CA

You have the needed expertise and experience (2+ years) of industry experience showing increasing responsibility directly related to the performance of the duties below. A good understanding of insurance terminology, the general f...

Client Service Representative

Dynamic Branding Inc

Los Angeles, CA

Weekly Pay: Enjoy the security of consistent, weekly paychecks. Retail Experience: Your retail background will be valued and appreciated. People Person: If you love interacting with people, this is the job for you. Outgoing & Hard...

Full Time Client Service Representative

Eagle Peak Solutions, Inc.

San Pablo, CA

Creating and maintaining client accounts through our direct approach to build more revenue for our client. Learn the software systems provided by the client to be able to communicate effectively with incoming inquiries. Provide a...

Client Service Specialist, Hair Color Bar

Madison Reed Hair Color Bar

Los Angeles, CA

Engage with clients to deliver a distinct and delightful client experience, mapped to their diverse needs, resulting in future client engagement with the Hair Color Bar. Effectively navigate front-end operations while adhering to...

Client Service Representative

Vca Animal Hospitals

Anaheim, CA

Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting and explaining fees, including processing payments Recommending, selecting, and obtaining product...

Client Service Representative

Vca Animal Hospitals

Cerritos, CA

Our patients and patient care are our prime focus and we take both very seriously.ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam roo...

Client Service Representative

Vca Animal Hospitals

Murrieta, CA

and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal wasteMedical/Dental/Visioninsurance, 401(k) retirement plan, pet care discounts, paid vacation, h...

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...

Client Service - Assistant Manager

Vca Animal Hospitals

Los Angeles, CA

Assist with planning and executing customer service organization change. Recruiting, hiring, and on-boarding new team members. Assist with scheduling. Work with manager to support the team and resolving employee concerns. Plan and...

Client Service Representative

Vca Animal Hospitals

Albany, CA

VCA Albany Animal Hospital is seeking an experienced Client Service Representative to join our team.Location: 1550 Solano Ave, Albany, CA 94707 Website: https://vcahospitals.com/albanyCompensation: $19 - $26 per hourAt VCA Animal...

Fully Remote - Client Services Representative

Global Elite Texas

Bakersfield, CA

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

Financial Center Client Service Representative - bilingual Spanish required

Bank Of America

Santa Maria, CA

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teamm...

CSR- Client Service Representative

Vca Animal Hospitals

South Pasadena, 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...

Client Services Representative III - Bilingual Korean Required

Bank Of America

Glendale, CA

Identifies client needs and recommends solutions. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further a...

Client Services Representative III - Bilingual Mandarin Required

Bank Of America

Glendale, CA

Identifies client needs and recommends solutions. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further a...

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 Services Manager

Hera Fine Jewelry

Los Angeles, CA

Commitment in the active work needed to welcome a variety of diverse people and perspectives. Curiosity and an interest in professional growth; we are a small company but growing very quickly, and eager to find team members who wa...

Hiring For Client Service Representative

Bell Pest Control

Elk Grove, CA

$19 - $21 an hour

4 hour shift. High school or equivalent (Preferred). Customer Service: 2 years (Required). Driver's License (Required)....

Coordinator, Client Services

Global Music Rights, Llc

Los Angeles, CA

Provide white-glove client service experience to Hit Songwriters and their teams. Manage and update client accounts in GMRs systems with pertinent and necessary information. Assist with client acquisitions and renewals. Analyze m...

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)....

Marketing Coordinator - Client Services

Equity Union Real Estate

Woodland Hills, CA

$26 - $30 an hour

Attention to Detail. Communication skills. Creative. Customer service. Tech Savvy. People Skills. Meet tight deadlines. Multi-tasking and setting priorities. Work with Templates and produce materials. 30% of the job is creativity....

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...

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...

Client Service Representative

Printing Industries Association Inc.

Brea, CA

$22 - $25 an hour

Communicating frequently with clients/sales team/vendors on order updates, concerns, and suggestions. Downloading and processing purchase orders via multiple channels (email, order form, web store, phone). Setting up and maintaini...

Client Service Team Lead - Employment Tax

Adp

San Dimas, CA

Monitors and inspects associates work for accuracy and timeliness. Oversees the day-to-day activities of associates and achievement of service level metrics.. Ensures adequate coverage and controls workflow in order to successfull...