California
Client Service Associate Jobs in California
248 California Client Service Associate jobs found on Monster.
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide adminis...
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide adminis...
Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provi...
Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provi...
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide adminis...
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide adminis...
Job Summary and Mission: The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide adminis...
Company Confidential
Larkspur, CA, 94939
Small entrepreneurial Investment Management firm north of San Francisco seeking savvy and exceptional Client Services, Associate Director to join their collegial, focused and dynamic team. Brilliant opportunity for someone who thrives in an internal client services role, who is passionate about making an invaluable contribution in a small, team based environment, who is driven by the pursuit of ex...
Client Service Associate Job Description Join a successful, fast-paced, financial planning team practice in Granite Bay. We are a financial planning firm with 10 licensed financial advisors, 4 licensed support staff and a high quality team. We are seeking a client service associate to provide administrative support to financial advisors for the overall success of the practice. This position assist...
We are looking for a Client Service Associate for a 3-4 month contract opportunity to take over the current employee during a time of leave. This position is with a leading wealth management company in the San Francisco/Bay Area. Below are the job details: Duties: -Provide fundamental client support in all phases of operational service and account maintenance. -Provide daily processing support for...
Seeking a conscientious, motivated, self-starter who is eager to learn, extremely organized, outgoing and takes pride in their superior work and performance to provide operational, administrative and sales support to top financial advisory sales team. This opportunity is ideal for either an experienced CSA looking for a new opportunity OR an entry level candidate wanting to expand and grow their b...
Do you know what consumers buy? What consumers watch? Nielsen Knows! Nielsen is the world’s leading marketing and media information company. We’re passionate about measuring and analyzing how people interact with digital and traditional media, and in-store environments-locally and globally. Businesses worldwide use our services to better manage their brands, launch and grow product portfolios, and...
Position We are seeking a San Diego based Private Client Associate for Bernstein Global Wealth Management, a unit of AllianceBernstein. This person will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs, including analyzing financial information to determine optimal investment planning strategies. Bernstein Global Wealth Management...
Client Services Associate Summary We are seeking a Client Services Associate to join our team. bioTheranostics, part of the worldwide BioMérieux group, discovers, develops, and commercializes molecular-based diagnostic, prognostic, and predictive tests that support physicians in the treatment of patients with cancer. The company operates a CLIA-certified, CAP-accredited diagnostic service laborato...
Description: Position Description: This position is responsible for non-client specific Benefit Implementations and/or Drug List Changes. Primary Responsibilities: Based on healthplan benefit designs, submit tickets to appropriate PBM functional teams (Benefit Operation / Formulary Operations) Manage mass changes to Benefit Codes (BPL) as it relates to new projects, programs or regulatory changes...
Sutter Physician Services provides health care management and administration services, including billing and accounts receivable and managed care administration, for provider groups, facilities and payers. Established in January 1999 as a Sutter Health affiliate, Sutter Physician Services has grown to be a leading health care management and administration services company providing services not on...
Company Description AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alte...
Job_Other_Compensation: Up to $14.00 Job Description: We are currently servicing a client who is need of a BILINGUAL CUSTOMER SERVICE ASSOCIATE. Chosen candidate will report to the Customer Support Director. The position will perform customer service related and various administrative duties. Duties & Responsibilities: - Answer incoming calls, inquiries about the client?s products and services, re...
Customer Service Representative - Sales Associate - Telemarketing Job Label:Far9615312Marketer Are you outgoing by nature? Are you detail oriented? If you answer yes to these questions, this may be the ideal position for you! We are looking for highly motivated college students or graduates to work part-time as a customer service - sales associate. The customer service - sales associate's responsi...
Under supervision of results, responsible for the planning, execution, cultivation, and monitoring of account acquisition and penetration of customers in designated segments. Regularly calls current and prospective clients to obtain orders for Kforce services to ensure customer satisfaction. Builds solid, profitable relationships with clients through the delivery of exceptional service characteriz...
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Sales Assistant
Salaries
$16,640.00 - $52,500.00
Typical Salary for Sales Assistant in California
(604 Respondents)
Source: Monster.com Careerbenchmarking Tool
Education / Training
Bachelor's
38.3%
Some College Coursework Completed
25.7%
High School
15.2%
Associates
11.2%
Master's
4%
Certification
2%
(447 Respondents)
Source: Monster.com Careerbenchmarking Tool
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