Client associate • irvine ca
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
At Cresa, we believe our clients deserve better.A better space to work, create, build, grow.A better outcome for their people and organization.A better partner who puts their needs first, helping t... Show more
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.Client Managers may occasionally... Show more
Who we are    COURSER is a partnership platform that helps technology service companies identify and take the next step in growth.Our organization has a strong company culture built on ou... Show more
Opportunity At Oppenheimer & Co.Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of a... Show more
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more
Our story began in 2011 when a group of office workers at a major logistics company in Chicago had a lunch problem.Nearby options were limited and the team was spending too much time and money... Show more
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more
Step into the front lines of client care—and show the world how exceptional service really sounds.Every day brings a new set of stories, personalities, and challenges, so no two days are ever the s... Show more
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota.We specialize in equity and fixed income portfolio managem... Show more
Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i... Show more
The Client Manager will provide project management and administrative support to clients, focusing on building strong relationships and ensuring satisfaction.They act as the main point of contact b... Show more
Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ov... Show more
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... Show more
Account Associate (AA), Private Client Group.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of f... Show more
At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Executive, you’ll play a key role in leading client accounts and delivering exceptional service.You’ll act ... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,... Show more
The average salary range is between $ 54,275 and $ 80,000 year , with the average salary hovering around $ 60,206 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
