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Client Service Associate Jobs in California

117 jobs

Client Service Associate (Temporary) Fortune 500 Company located in Palo Alto, CA seeks a Client Service Associate for a long-term, temporary position expected to last two (2) months. The hourly rate is up to $15/hour plus overtime, depending upon experience. Primary Duties The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limite...
CLIENT SERVICES ASSOCIATE, AN ADMINISTRATIVE POSITION Pacific Ergonomics is a leading provider of ergonomic products and services. We are searching for an energetic associate who has a “can-do” attitude, is detail oriented with a focus on accuracy, and can deal effectively with any challenge that ends with happy internal and external customers. This is a critical role that is directly connected ...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
My client, a top investment management firm in San Francisco, CA is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity for growth within the...
Our client is seeking a Mandarin/English Speaking Client Services Associate within financial services. Client Details Our client is a leading global investment bank located in Palo Alto, CA. Description Our client is seeking a Mandarin/English Speaking Client Services Associate with the following qualifications: Provide service by responding to clients requests and addressing inquiries to dif...
RESPONSIBILITIES: Kforce has a client in Irvine, California (CA) that is seeking a Client Service Associate. Responsibilities: Assist clients with banking related requests such as: funds transfers, stop payments, accounts transactions, help with monthly reconciliations, W9's, etc., through emails and phone calls Identify, research and resolve client issues with proprietary software Provide ac...
Responsibilities: First point of contact in Passco’s Investor Services Department Respond to investor telephone and email inquiries regarding all Real Estate products Route callers or emails to the appropriate staff Provide callers with a positive customer service experience Provide a high degree of quality service, which includes ensuring that procedures are followed and investors are update...
Investing can be one of the most important and nerve-racking things in people’s lives– having capable, talented people providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will help set our clie...
Client Service Associate II - San Francisco, CA-1600248 Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complex...
Client Service Associate II - San Francisco, CA - 1600248 Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and compl...
SUMMARY OF RESPONSIBILITIES Under moderate supervision assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of administrative support duties. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides reports and other information to Financial Advisor as neede...
Job Description: Wedbush Securities is one of the nation's largest full-service investment banking and brokerage firms. Our Private Client Services Group is home to more than 400 financial advisors throughout more than 100 offices nationwide. Our San Diego office is seeking a Registered Client Service Associate to support assigned Financial Advisors. Responsibilities include, but are not limited...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Job Summary Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional servi...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...