Client Service Associate Jobs in California

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1000+ California Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 14036
Summary We are seeking a Client Services Associate to join our team. bioTheranostics, Inc. 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 laboratory in San Diego, CA Responsibilities: Cultivating new clie...
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...
Company Confidential Grass Valley, CA, 95945
A fast paced, growing Investment Firm is looking for a Client Service Associate. Must be able to multi-task, be forward thinking and proactive in job responsibilities, handle scheduling, client calls, special projects, proficient in Microsoft Word and Excel, and client contact management. This is a full time, long term career position with upward mobility. Minimum 5 years working in the industry, ...
Job Description: Financial Company offering retirement services is looking for Financial Client Services Associates to join their team. Fun upbeat environment with room for growth. Will be responsible for managing client accounts and working with Excel (experience using the pivot table and vlookup functions a plus). Please send resume as an MS Word attachment. We are an equal employment opportuni...
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, ...
POSITION SUMMARY Key company position providing support for Financial Advisors with daily operations and client service. Involves the opening and maintenance of client accounts and a wide variety of administrative support duties. Responsibilities include but are not limited to: word processing, preparing mailings, filing, answering the phone, maintaining client database, obtaining approvals for c...
Description: Position Description: Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm) Experience working in a team environment is a plus. Diplomacy and tack is a must when interacting...
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...
JP Morgan CA
140119433 Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of %242.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as wel...
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...
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, ...
Company Confidential Los Angeles, CA, 90071
Assist Financial Advisors with all administrative and processing aspects including: - Client contact including responding and processing client requests. - Perform general clerical duties including handling telephones, processing paperwork, spreadsheets and other financial reports. Skills: - Requires excellent verbal and communication skills. - Strong computer skills including working knowled...
Client Service Associate Erman Retirement Advisory is searching for you if you are a creative thinker in the financial services industry to be our Client Services Associate. You will work in a financial planning office in which service to our clients is the most important thing we do. Our firm is dedicated to providing confidence and security to clients for whom retirement is a primary objective,...
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 Manager Division: Management Svcs Organization Department: FPBO-Client Services Schedule: Full-Time Salary Range: LL3345: $ 1831.20 - $ 2588.00 Bi-Weekly Rate of pay will be based on years of experience, education, and other factors as defined by policy. Shift: AM/PM Hours: M-F 8am-5pm Job Details: - HS Diploma or equivalent Job Summary: The Client Service Manager (CSM) s...
The Client Service Specialist (CSS) is responsible for working as part of a team with a Service Account Manager (SAM) and other Client Service Specialists in the development and retention of Key Client relationships. Specifically, you are responsible for servicing Patent and/or Trademark Key Clients in regards to day-to-day queries and other duties as assigned members of management while maintain...
As the Director of Client Services of a prominent financial planning practice, you will step into a management position leading a team of five client service professionals who supportnine successful Financial Planners. ABOUT US - Insight Wealth Strategiesis a comprehensive fee-based financial planning practice located in San Ramon, CA (Bishop Ranch). We are headed by one of the top financial pla...
International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,100 IDC analysts provide global...
Job Summary Company: Charter School Management Corporation (CSMC) Location: Temecula Job Type: Part-Time or Full Time Years of experience: 1-2 years Education level: 4-year degree Title: Accountant for Clients About the job We are seeking a sharp, enthusiastic team player who will join our team as Accountant for Clients for the Southern California Region. A highly-organized, detail-oriente...
The Client Relationship Associate F&A is responsible for revenue generation through new business development activities including: daily planning, networking, sourcing, cold calling, client visits and related follow-up activities to customers in designated segments or target lists within the Finance & Accounting industry. The Client Relationship Associate F&A regularly calls on prospective and cur...

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