Client Service Associate: Average Salary in Chula Vista, CA in 2024
Find out what the average Client Service Associate salary is in Chula Vista, CA
Average salaries by state
Salaries by city
Related salaries
Active jobs with salaries
Tax Senior Associate - Private Client Services
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's business,...
Client Service Representative
Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily. As a Client Services Representative, your duties encompass but are not restricted to: handling incoming call...
Client Service Representative
Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily. As a Client Services Representative, your duties encompass but are not restricted to: handling incoming call...
Client Service Associate
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View ...
Client Service Representative
Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily. As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, w...
Client Service Associate
Respond to client requests for service and trouble-shoot service issues. Establish client files and maintain client data in CRM program. Assist Advisors with scheduling client reviews, client communication, agendas, recaps, and recommendations. Formed in 2014, TalentLink Solutions was created to off...
Registered Client Service Associate *
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains currentIdentify and assist with Firm services and solutions that suppor...
Associate, Private Wealth Client Services
Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset offers individuals and families access to a comprehensive suite of family office service...
Associate, Client Services for a Prestigious Family Office
Our client is a very prestigious family office that is looking for an associate to join their growing team in San Francisco. The Associate will work closely with the Senior Directors to handle all client advisory work. Monitor political contribution filings for clients and ensure that clients are in...
Client Services Associate
Our client is looking for a Client Service Associate. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus. Passion to help new and existing clients. ...
Client Service Associate
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (clien...
Client Service Associate
Adero Partners is searching for a Client Service Associate to join our team, with locations available in either Portland, Oregon, or the Bay Area. We want candidates who are passionate about providing exceptional client service with a team-based approach. Two years of work experience preferred in Cl...
Client Service Associate
Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Associate (CSA) in our San Francisco office. Manage individual client web portals and educate clients on the relevant capabilities and services. Acting as a key point of contact for client service nee...
Client Service & Database Analyst / Associate
As part of StepStone’s Data & Software Engineering (“DSE”) department, the Client Service & Database Analyst / Associate will be responsible for providing support for internal and external stakeholders of StepStone’s technology platform, supporting business development and marketing activities, and ...
Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Client Service Associate (New Accounts)
Reporting to the New Accounts Manager, the Client Service Associate) will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. Client Service arena, pref...
Registered Client Service Associate
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...
Client Services Associate
The Client Services Representative is a vital position at FMI tasked with the responsibility of responding. Demonstrate a focus on listening to and understanding client/customer needs and exceeding service and. One or more years of experience in a client services role where deductive reasoning is ne...
Senior Associate - Private Client Services (PCS) Hybrid/ Remote
Job Title: Senior Associate - Private Client Services. Due to continuous growth, we are looking to add a Private Client Services Senior Associate level person to help lead the team!. Onboarding of new High Net Worth clientele. Active communication with clients - processing inquiries. ...
Registered Client Service Associate **
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate **. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, prov...
Client Tech Services-Associate Client Support Professional
The Client Support Professional will support our Financial Advisors, their assistants, and LPL internal Service Associates through email, phone, or video conference regarding advisor technology needs. And they have the freedom to manage their client relationships, because they know their clients bes...
Client Service Associate
The Goals Are Simple : every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client accou...
Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...
Registered Client Service Associate **
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Client Service Associate
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (clien...