Our client is seeking a highly professional Client Service Associate to join their team.Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and.Orion portfolio accou...Show moreLast updated: 19 days ago
Promoted
Client Services Associate
Guardant HealthPalo Alto, CA, US
Full-time
Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer.
Founded in 2012, Guardant is transforming patient care and ac...Show moreLast updated: 30+ days ago
Promoted
Client Success Associate
VirtualVocationsSunnyvale, California, United States
Full-time
A company is looking for a Client Success Associate to manage client relationships and drive retention.Key ResponsibilitiesServe as the primary point of contact for clients, ensuring strong relatio...Show moreLast updated: 11 days ago
Client Relations Associate
TakeoffSanta Clara, CA, US
Quick Apply
We value our partnered clients and share their vision of growth.Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Ser...Show moreLast updated: 30+ days ago
Client Experience Associate
Exela TechnologiesSanta Clara, CA
Exela is a business process automation (BPA) leader, leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity, and end-us...Show moreLast updated: 30+ days ago
Promoted
Associate Wealth Advisor
Beacon Pointe Advisors LLCCampbell, CA, US
Full-time
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office.
The ideal candidate will be responsible for assisting in clien...Show moreLast updated: 27 days ago
Client Service Associate
Ameriprise FinancialSan Jose, California
$28.94–$39.03 hourly
Full-time
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to ...Show moreLast updated: 30+ days ago
Promoted
Client Service Representative
AmbercareCampbell, CA, United States
$25.00–$29.00 hourly
Full-time
To apply via text, text 7526 to 334-518-4376.The Service Coordinator (Client Service Representative) will conduct in-home visits at clients' homes to monitor and report on the quality of services b...Show moreLast updated: 17 days ago
Promoted
Associate Manager - Client Services
Infosys Limited DigitalCupertino, CA, United States
Full-time
Cupertino, CA, Fremont, CA, San Francisco, CA, San Jose, CA, Sunnyvale, CA.Process|Service Management|Engagement Lifecycle processes - Support processes.
Infosys is seeking an Associate Manager of C...Show moreLast updated: 6 days ago
Promoted
Client Service Manager III
United Business BankSan Jose, CA, United States
$75,000.00–$90,000.00 yearly
Full-time
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported.
We pride ourselves on the team t...Show moreLast updated: 30+ days ago
Promoted
CLIENT SERVICE MANAGER III
UnitibankSan Jose, CA, United States
$75,000.00–$90,000.00 yearly
Full-time
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported.
We pride ourselves on the team t...Show moreLast updated: 5 days ago
Client Services Associate
American Income Life AOSan Jose, CA, US
Full-time
Quick Apply
Our company has moved to 100% virtual, work-from-home positions.This position allows you to earn an incredible living without sacrificing your family life.
You’ll have the flexibility to choos...Show moreLast updated: 30+ days ago
Promoted
MARKETING ASSOCIATE
OM InternshipsSunnyvale, CA, United States
Full-time
Customer Service - Entry Level Marketing Associate.We are a premier marketing firm, with its fundamental strength being its innovation, creativity, and dedication to creating premium advertising ca...Show moreLast updated: 5 days ago
Client Service Associate • •
Morgan StanleyPalo Alto, California, US
$33,280.00–$85,000.00 yearly
Americas-United States of America-California-Palo Alto.Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt.
Client Service Associates provide exceptional service to our clients and suppor...Show moreLast updated: 30+ days ago
Promoted
Client Service Representative
BanfieldSan Jose, CA, United States
Full-time
Our Client Service Coordinators have the critical and demanding role of often being the first and the last friendly, welcoming and professional representatives of our practice.This can include, but...Show moreLast updated: 30+ days ago
Client Relations Associate
Bakersfield SBKern County, CA, US
Full-time
Quick Apply
We’re not just another company; we’re a team of passionate trailblazers making waves in the client and grand management industry.
A blend of creativity, drive, and a dash of fun.If you&#...Show moreLast updated: 17 days ago
Promoted
Client Service Representative
VCA Animal HospitalsCampbell, CA, United States
$21.00–$26.00 hourly
Full-time
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: 30+ days ago
Promoted
Veterinary Client Service Representative
The Whole Pet Vet Hospital & Wellness CenterLos Gatos, CA, US
$22.00–$26.00 hourly
Full-time
The Whole Pet Vet Hospital & Wellness Center.Our CSRs serve a vital role as the first and last point of contact with a client and their pet.
As the face of the hospital, they greet visitors with...Show moreLast updated: 30+ days ago
Associate Client Partner
ITL USASunnyvale, CA, US
Job description Infosys is hiring for an Associate Client Partner with retail experience for our Retail and CPG Practice.
This role will be based in the Sunnyvale, CA as the ideal location.As an Ass...Show moreLast updated: 30+ days ago
Client Services Associate
Innovations PSISanta Clara, CA, United States
19 days ago
Salary
$80,000.00–$110,000.00 yearly
Job type
Full-time
Job description
Our client is seeking a highly professional Client Service Associate to join their team.
Qualifications :
2+ years of experience in investment management and / or financial advisory services required.
Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and
Orion portfolio accounting software is a plus.
Competence in Wealth Management operational systems.
Passion to help new and existing clients.
Excellent interpersonal skills and excellent verbal and written communication skills.
A high level of professionalism and exceptional attention to detail.
Ability to manage priorities and workflow and work independently.
Salary : $80,000 - $110,000
Please submit a resume for consideration and a full job description. Only accepting local Bay