Talent.com

Client associate Jobs in Santa Ana, CA

Create a job alert for this search

Client associate • santa ana ca

Last updated: 16 hours ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce92604 Irvine, CA, US
Full-time
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 moreLast updated: 30+ days ago
  • Promoted
Client Service Associate

Client Service Associate

Knightsbridge Wealth ManagementNewport Beach, CA, US
Full-time
ABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT.Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $1 billion assets under management (AUM) and a...Show moreLast updated: 28 days ago
  • New!
Associate, Client Services

Associate, Client Services

Century GroupCosta Mesa, CA, United States
Temporary
Century Group is an award-winning recruiting and staffing firm that provides top-tier talent to start up, mid-market and Global 1000 enterprises. Our team of driving individuals consists of former a...Show moreLast updated: 19 hours ago
Associate, Client Service - Aristotle Pacific Capital

Associate, Client Service - Aristotle Pacific Capital

Aristotle Capital Management, LLCNewport Beach, CA, United States
Full-time
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 moreLast updated: 7 days ago
Client Care Associate

Client Care Associate

Illumination FoundationStanton, CA, United States
Full-time
Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California. Illumination Health + Home is a growing ...Show moreLast updated: 30+ days ago
  • New!
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyIrvine, CA, United States
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show moreLast updated: 19 hours ago
  • New!
Client Service Associate, Shared Support Team

Client Service Associate, Shared Support Team

Edelman Financial EnginesCosta Mesa, CA, United States
Full-time
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show moreLast updated: 19 hours ago
  • Promoted
  • New!
Client Operations Associate

Client Operations Associate

EBizChargeIrvine, CA, United States
Full-time
Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...Show moreLast updated: 20 hours ago
  • Promoted
Client Service Associate

Client Service Associate

ChaseIrvine, CA, US
Full-time
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 moreLast updated: 30+ days ago
Client Operations & Servicing Associate

Client Operations & Servicing Associate

PIMCONewport Beach, CA, United States
Full-time
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 fixed income and credit opportunities, leverag...Show moreLast updated: 30+ days ago
  • Promoted
Associate, Client Service - Aristotle Pacific Capital

Associate, Client Service - Aristotle Pacific Capital

Aristotle Capital ManagementNewport Beach, CA, US
Full-time
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 moreLast updated: 10 days ago
  • New!
Client Advisory Associate

Client Advisory Associate

Whittier TrustNewport Beach, CA, United States
Full-time
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 moreLast updated: 18 hours ago
  • Promoted
Client Service Associate

Client Service Associate

JPMorgan ChaseIrvine, CA, US
Full-time
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 moreLast updated: 30+ days ago
  • Promoted
Client Care Associate

Client Care Associate

Illumination Health + HomeStanton, CA, US
Full-time
Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California. Illumination Health + Home is a gro...Show moreLast updated: 30+ days ago
Client Services Associate EntryLevel

Client Services Associate EntryLevel

Meier Law FirmNewport Beach, CA, United States
Full-time
Client Services Associate – Entry-Level (Pre-Law Opportunity at Newport Beach Law Firm) Attention Recent Graduates! Gain Hands-On Legal Experience as a Client Services Associate Are you planning to...Show moreLast updated: 6 days ago
Client Sales Associate

Client Sales Associate

Stephen Innovative SolutionsAnaheim, CA, US
Full-time
Quick Apply
We are a sales consulting company that partners with industry leaders in the telecommunications field, utilizing our personalized sales and marketing strategies to drive their goals and growth.We&#...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Client Success Associate

Client Success Associate

VirtualVocationsOrange, California, United States
Full-time
A company is looking for a Client Success Associate to manage client engagements and deliver business value through AI technology. Key Responsibilities Accountable for successful client engagement...Show moreLast updated: 16 hours ago
  • Promoted
Customer Administration Associate, Client Set-Up

Customer Administration Associate, Client Set-Up

ConveraSanta Ana, CA, US
Full-time
Customer Administration Associate, Client Set-Up.As a Client Implementation & KYC Operations Associate at Convera, based in our Santa Ana office, you will be fully trained to investigate and analyz...Show moreLast updated: 12 days ago
  • New!
Client Service Associate

Client Service Associate

Alphabe Insight IncSanta Ana, CA, United States
Full-time
Beloform is seeking a detail-oriented and proactive Communications Assistant to support internal and external communication initiatives. This role is vital in ensuring that all messaging aligns with...Show moreLast updated: 18 hours ago
People also ask
Client Services Associate

Client Services Associate

TradeJobsWorkforce92604 Irvine, CA, US
30+ days ago
Job type
  • Full-time
Job description

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.