Client service associate Jobs in San Bernardino, CA
Last updated: 9 hours ago
Experience with a highly reputable investment management firm.Opportunity for long term employment.A highly reputable investment management firm.
Manage daily operations and promptly address client ...Show moreLast updated: 2 days ago
Vega Innovations is a dynamic, privately-owned leader in sales and customer service, serving thousands of satisfied customers across the nation.
We are currently seeking a Client Account Associate t...Show moreLast updated: 3 days ago
At East San Rafael Veterinary Clinic, a Thrive Pet Healthcare partner, you will have the support, tools, and resources to elevate your skills.
As a clinic deeply rooted in the local community, you w...Show moreLast updated: 9 hours ago
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...Show moreLast updated: 10 days ago
ISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County.With...Show moreLast updated: 3 days ago
Are you truly service oriented?.Do you know how to take care of people?.We're looking for a Client Associate to : .San Francisco : the salary range for this role is $66500 to $70000.The expected salar...Show moreLast updated: 2 days ago
Higher Kingdom Marketing has an immediate opening for a motivated Client Communications Associate at our fast-growing, established Customer Acquisition firm.
While we’re scaling quickly, we ar...Show moreLast updated: 19 days ago
Position Overview : The Customer Service Representative contributes to the success of a high-performing organization committed to delivering superior care and exceptional service.Performs a range of...Show moreLast updated: 1 day ago
We are a community-focused outreach firm with an exciting new client opportunity.We’re committed to helping our community gain access to reliable communication services through hands-on outre...Show moreLast updated: 5 days ago
Position Summary : The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include proce...Show moreLast updated: 12 days ago
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation.
It's an especially exciting time to join our team as, foll...Show moreLast updated: 2 days ago
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions wi...Show moreLast updated: 2 days ago
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about our career areas and lines of business at wellsfargojobs.Assist Profit...Show moreLast updated: 2 days ago
John Hancock Retirement department, you will be responsible for providing high quality, phone and email-based customer service to our USA clients regarding their 401k Defined Contribution Plan.Resp...Show moreLast updated: 30+ days ago
We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is ...Show moreLast updated: 2 days ago
Job Responsibilities and Requirements.Assume overall responsibility for managing undedicated client accounts ranging from 2 to 99 lives.
This role serves as the main contact for the client for ongoi...Show moreLast updated: 2 days ago
BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage.Since our foun...Show moreLast updated: 30+ days ago
- Promoted
CLIENT ASSOCIATE, WEALTH MANAGEMENT
Michael PageCA, United StatesFull-time
Client Account Associate
Vega InnovationsColton, CA, USFull-time
Quick Apply
- New!
VETERINARY CLIENT SERVICE REPRESENTATIVE
Thrive Pet HealthcareCA, United States$21.00–$24.00 hourly
Full-time
- Promoted
Retail Customer Service Associate
FedEx Office and Print ServicesSan Bernardino, CA, United States$18.55–$21.81 hourly
- Promoted
Client Service Associate
International Search Consultantsmarin county, CA, United StatesFull-time
CLIENT ASSOCIATE
UBSCA, United States$66,500.00–$70,000.00 yearly
Part-time
Client Communications Associate
Higher Kingdom MarketingFontana, CA, USQuick Apply
CLIENT SERVICE REPRESENTATIVE
PetVet Care CentersCA, United States$18.00–$23.00 hourly
Full-time
Client Relations Associate
Exultant CreativesSan Bernardino, CA, USQuick Apply
- Promoted
COMMERCIAL INSURANCE CLIENT SERVICE MANAGER
Higginbotham Insurance AgencyCA, United StatesFull-time
CLIENT SERVICE SPECIALIST
Umpqua Bank CorpCA, United StatesFull-time
CLIENT SERVICE ASSOCIATE
Morgan StanleyCA, United States$33,280.00–$85,000.00 yearly
Full-time
CLIENT ASSOCIATE
Wells FargoCA, United States$22.36–$33.51 hourly
Full-time
Client Service Manager
ManulifeRemote, CA$58,875.00–$98,125.00 yearly
Remote
Full-time
CLIENT SERVICE REPRESENTATIVE
VCA Animal HospitalCA, United States$18.00–$21.00 hourly
Full-time
CLIENT SERVICE REPRESENTATIVE
Matrix Absence ManagementCA, United States$50,920.00–$63,660.00 yearly
Full-time
Prime, Client Services, Associate
BitgoCalifornia$100,000.00–$115,000.00 yearly
CLIENT ASSOCIATE, WEALTH MANAGEMENT
Michael PageCA, United States2 days ago
Job type
- Full-time
Job descriptionExperience with a highly reputable investment management firm Opportunity for long term employment
About Our Client
A highly reputable investment management firm.
Job Description
- Manage daily operations and promptly address client service requests.
- Act as a central point of contact between Wealth Advisors, Portfolio Managers, Operations, and clients.
- Initiate the account opening process and assist clients with completing required documentation.
- Oversee account management tasks such as fund transfers, address updates, charitable contributions, billing, and client-directed trades.
- Communicate regularly with clients regarding account updates, documents, performance, and inquiries.
- Update and maintain client information and business pipelines in the Salesforce database.
- Perform administrative tasks, including phone support, drafting correspondence, filing, and handling travel and expense reports.
- Assist with marketing initiatives by coordinating mailings, tracking event participation, and creating presentations.
- Bachelor's Degree Required
- SIE and Series 7 Required
- 2-4 years of Client Service experience or similar within the Financial Services Industry
- Strong Proficiency in Microsoft Office - Word, Excel, Outlook, PowerPoint
- Great communication and interpersonal skills
- Opportunity for long term employment
- Experience working with a well-known Financial Services firm
- Competitive Compensation
- Hybrid Working Model
- Health Benefits - Medical, Dental, Vision
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
What's on Offer
Contact
Francesca Parra
Quote job ref
JN-022025-6666541