Client Service Associate Jobs in California

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154 California Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 154
Summary This role is a great opportunity for an experienced Client Services Associate looking to work for a leading global investment bank in San Diego, CA. Client Details Our client is a leading global investment bank, looking to fill a Client Services role in their San Diego office. Description Work with the branch management team in order to find new market research Resolve client inquiri...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
LoopNet, now part of The CoStar Group, is currently looking for a Client Services Associate to join the CS team in our San Francisco office. In this role you will provide front line support to clients. It will be your responsibility to educate, inform and offer solutions to user problems with regards to the products and services LoopNet offers. You will be responsible for troubleshooting those pro...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
JOB TITLE: Associate, Client Service FLSA STATUS: Non-Exempt SUPERVISOR: Director, Life Insurance Division DEPARTMENT: Life Department GENERAL PURPOSE OF THE POSITION: Provide post issue administrative support to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide client services including: policy changes (i.e. beneficiary/owner change), conversions, address changes, loans/withdrawals, ...
Company Confidential Los Angeles, CA, 90067
We are a financial services recruitment and staffing firm. For more information visit:www.wallstreetpersonnel.com Century City-based wealth and investment management firm with over $8 billion in assets under management is seeking an exceptional individual to join our Wealth Advisory Group as an Investment Advisor Associate. The successful candidate will work as part of a growth-focused advisory t...
Morgan Stanley Pasadena, CA, 91101
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...
Morgan Stanley Ontario, CA, 91761
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. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
Client Services Associate (SOMA / south beach) Are you a motivated, people person who loves to help others and enjoys fast-paced startup environments? We are looking for smart and dynamic individuals to join a phenomenal and fast growing company with big plans to impact the homecare industry. The Success Manager/Client Services role is an entry level position within our Client Services Departmen...
Charles Schwab & Company San Francisco, CA
Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live a...
Are you reliable, resourceful, and caring? Do you have lots of energy, a great work ethic, and EXCEPTIONAL organization and communication skills? Enjoy being part of top-notch team that goes above and beyond for its clients? If so, keep reading… Del Monte Group, LLC is a fee-only investment advisor and family wealth coach seeking an A-Player who is efficient, creative, results-oriented, bright, ...
Charles Schwab & Company San Francisco, CA
Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live a...
Charles Schwab & Company San Francisco, CA
Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live a...
Step 7 Alamo, CA
Are you reliable, resourceful, and caring? Do you have lots of energy, a great work ethic, and EXCEPTIONAL organization and communication skills? Enjoy being part of top-notch team that goes above and beyond for its clients? If so, keep reading… Del Monte Group, LLC is a fee-only investment advisor and family wealth coach seeking an A-Player who is efficient, creative, results-oriented, bright, ...
Bright Horizons L.P Menlo Park, CA
Client Service Associate Job Number: : 3030953 Posting Date : Jul 29, 2014 Primary Location : Americas-United States of America-California-Menlo Park Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. ...
Bright Horizons L.P Ontario, CA
Client Service Associate * Job Number: : 3028143 Posting Date : Jun 13, 2014 Primary Location : Americas-United States of America-California-Ontario Education Level : High School Diploma/GED Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account infor...
Bright Horizons L.P Los Angeles, CA
Client Service Associate* Job Number: : 3026373 Posting Date : Sep 12, 2014 Primary Location : Americas-United States of America-California-Los Angeles Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description The PWM Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of business....
Bright Horizons L.P Los Angeles, CA
Private Wealth Management Client Service Associate Job Number: : 3031995 Posting Date : Sep 9, 2014 Primary Location : Americas-United States of America-California-Los Angeles Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description The PWM Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of business. Provide acco...
Bright Horizons L.P Palo Alto, CA
Client Service Associate Job Number: : 3033067 Posting Date : Aug 27, 2014 Primary Location : Americas-United States of America-California-Palo Alto Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. L...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in California
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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