Talent.com

Client service associate Jobs in Sunnyvale, CA

Create a job alert for this search

Client service associate • sunnyvale ca

Last updated: 10 hours ago
Client Service Manager

Client Service Manager

Wilson Sonsini Goodrich & RosatiPalo Alto
Full-time
Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide.We represent companies at every stage of development, from entrepreneurial start-ups...Show moreLast updated: 30+ days ago
Client Service Manager -SJB

Client Service Manager -SJB

PalAmerican SecuritySan Jose, CA, US
Full-time
Must have a valid CA Guard Card.Must have a valid CA Driver License - 21+ yrs old for insurance purposes.PalAmerican Security - Client Service Manager. Are you passionate about ensuring top-notch se...Show moreLast updated: 4 days ago
  • Promoted
Client Associate

Client Associate

TravisMathewSan Jose, CA, US
Full-time
TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the...Show moreLast updated: 9 days ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce95118 San Jose, 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
Service Manager

Service Manager

Morgan StanleyPalo Alto, CA, United States
Full-time
Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report...Show moreLast updated: 14 days ago
  • Promoted
  • New!
Client Service Representative

Client Service Representative

VirtualVocationsSunnyvale, California, United States
Full-time
A company is looking for a Client Service Representative to provide direct support to external clients.Key Responsibilities Manage help desk ticketing and claim review / analysis queues Conduct re...Show moreLast updated: 10 hours ago
Senior Client Associate / Registered Client Associate

Senior Client Associate / Registered Client Associate

Royal Bank of Canada>San Jose, United States of America
Full-time
Embrace RBC Wealth Management’s core values and.As a Senior Client Associate / Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and o...Show moreLast updated: 4 days ago
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaPalo Alto
Full-time
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...Show moreLast updated: 30+ days ago
  • Promoted
Industrial Client Service Leader - Industrial Water and Wastewater

Industrial Client Service Leader - Industrial Water and Wastewater

CDM SmithSan Jose, CA, United States
Full-time
This position can be based in any of our CDM Smith offices • • •.CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further acce...Show moreLast updated: 7 days ago
Client Service Associate - Prestigious WM Firm

Client Service Associate - Prestigious WM Firm

Robert HalfSan Jose, US
Permanent
Client Service Associate – Wealth Management.A rapidly growing Registered Investment Advisory firm is seeking a.This role is ideal for someone who wants to deepen their expertise in wealth manageme...Show moreLast updated: 12 days ago
Client Service Associate-San Jose& CA

Client Service Associate-San Jose& CA

RK PartnersSan Jose, California, United States
Full-time
You’ll support advisors by managing key service and operational tasks while also building strong client relationships.Serving as the first point of contact for client inquiries and requests.Coordin...Show moreLast updated: 5 days ago
  • Promoted
Tax Associate

Tax Associate

H&R BlockCupertino, CA, US
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 30+ days ago
  • Promoted
Registered Client Service Associate

Registered Client Service Associate

Evergreen GavekalSan Jose, CA, US
Full-time
Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we oper...Show moreLast updated: 11 days ago
  • Promoted
Wealth Management Client Associate

Wealth Management Client Associate

San Jose StaffingSan Jose, CA, US
Full-time
Wealth Management Client Associate.To proceed with your application, you must be at least 18 years of age.Merrill Wealth Management is a leading provider of comprehensive wealth management and inve...Show moreLast updated: 6 days ago
Client Service Risk Manager - AI Evaluation and Testing

Client Service Risk Manager - AI Evaluation and Testing

McKinsey & CompanySan Jose
Full-time
You are someone who thrives in a high-performance environment, bringing a growth mindset and entrepreneurial spirit to tackle meaningful challenges that have a real impact.In return for your drive,...Show moreLast updated: 24 days ago
  • Promoted
Client Experience Associate

Client Experience Associate

PNCSunnyvale, CA, US
Full-time
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Senior Client Service Lead Wealth Management (Hybrid)

Senior Client Service Lead Wealth Management (Hybrid)

Mariner HoldingsLos Altos, CA, United States
Full-time
A financial services firm is seeking a Senior Client Service Associate to deliver exceptional client service and leadership. This role plays a vital part in client relationships, ensuring a positive...Show moreLast updated: 20 hours ago
Client Service Representative

Client Service Representative

Banfield Pet HospitalSan Jose, CA, US
Full-time +1
A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve throu...Show moreLast updated: 30+ days ago
People also ask
Client Service Manager

Client Service Manager

Wilson Sonsini Goodrich & RosatiPalo Alto
30+ days ago
Job type
  • Full-time
Job description

Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm has approximately 1,100 attorneys in 17 offices : 13 in the U.S., two in China, and two in Europe. Our broad spectrum of practices and entrepreneurial spirit allow our staff exceptional opportunities for professional achievement and career growth.

The Client Service Manager supports the firm’s Client Service program, Client Feedback program, and other internal and external client initiatives. The manager will work collaboratively with the Business Development, Legal Project Management, Professional Development, and other administrative departments throughout the firm to develop strategies and deliver programs that broaden and enrich client relationships in support of the firm’s commitment to client service excellence. This role reports to the Client Service Program Lead.

Primary Areas of Responsibility

Client Service Teams

  • Supports assigned, dedicated Client Service Teams, including facilitating team meetings, strategic planning, trainings, events, and other initiatives to deepen the client relationship.
  • With the support of the Client Service Analyst, leads data gathering and reporting tasks, including monitoring client personnel changes, matter and financial reporting, public company filings, and external client news.
  • Utilizes the firm’s Client Relationship Management platform, Salesforce, to provide and analyze key relationship insights to Client Service Teams.
  • Supports the firm’s value reporting strategy in partnership with Finance, Innovation, and other administrative departments at the firm.
  • Manages and drafts content for Client Service Insights newsletters.

Client Feedback

  • Assists the Client Service Program Lead with managing the Client Feedback Program, including tracking and analyzing trends in participation and key themes.
  • Prepares written reports and develops visual aids to communicate client feedback results, key feedback themes, and client service trends.
  • Develops and manages content calendar and logistics for Client Feedback Interviews.
  • Compiles and analyzes data from various firm and external resources in preparation for internal pre-interview prep calls.
  • Training

  • With the support of the Client Service Analyst, develops and maintains Client Service Program resources on an ongoing basis and ensures that the CSP Salesforce Dashboard is up to date with these resources.
  • Develops and presents content for meetings and trainings with attorneys and administrative departments related to Client Service Program initiatives.
  • General

  • Updates, organizes and maintains projects in Smartsheet, the team’s project management software.
  • Responds to inquiries from attorneys, and administrative departments, and assists with the resolution of issues, and / or forwards to the appropriate person for handling.
  • Advises on improvements to team operational processes to increase efficiency and enhance internal client service.
  • Desired Skills and Qualifications

  • Minimum of five years of experience in related field, preferably in a law firm or professional services environment (equivalent combinations of education and experience will be considered).
  • Bachelor’s degree preferred.
  • Strong customer service ethic. Demonstrated ability to build strong working relationships across all levels of the organization and work effectively both independently and with others in a cooperative, enthusiastic and friendly manner to accomplish position functions and participate in team efforts.
  • Exemplary communication skills, both verbal and written.
  • Extremely detail-oriented, with superior proofreading and fact-checking skills.
  • Strong project management skills with the ability to manage multiple priorities / deadlines and stay productive in a fast-paced environment.
  • Must be proficient in the use of MS Office, including PowerPoint, Word, and Excel.
  • Aptitude for learning new software, systems, databases, and procedures quickly.
  • Ability to work both independently and collaboratively in hybrid team environments.
  • Self-motivated, positive attitude, and a deep curiosity about technology, life sciences, and the new energy economy.
  • Ability to travel and attend key events and meetings on occasion.
  • The primary location for this job posting is in New York, but other locations may be listed. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location. The anticipated pay range for this position is as follows : San Francisco and Silicon Valley : $131,750 - $178,250 per yearAustin, Boston, Boulder, District of Columbia, Los Angeles, New York, San Diego, Seattle, and Wilmington : $119,000 - $161,000 per yearSalt Lake City and all other locations : $105,400 - $142,600 per year

    The compensation for this position may include a discretionary year-end merit bonus based on performance. We offer a highly competitive salary and benefits package.

    Benefits information can be found here. Equal Opportunity Employer (EOE).