Talent.com
Client Services Associate
Client Services AssociateTradeJobsWorkforce • 94144 San Francisco, CA, US
Client Services Associate

Client Services Associate

TradeJobsWorkforce • 94144 San Francisco, 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.

Create a job alert for this search

Client Service Associate • 94144 San Francisco, CA, US

Related jobs
Senior Associate, RAS – Financial Services

Senior Associate, RAS – Financial Services

BDO USA • San Francisco, CA, United States
Full-time
Senior Associate, RAS – Financial Services at BDO USA.The Risk Advisory Services – Financial Services (RAS-FS) Senior Associate provides risk consulting and issues resolution to financial services ...Show more
Last updated: 5 days ago • Promoted
Payment Platform Strategy Associate

Payment Platform Strategy Associate

Visa • Foster City, CA, United States
Permanent
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show more
Last updated: 13 hours ago • Promoted • New!
Private Client Service Associate

Private Client Service Associate

Capital Group • San Francisco, CA, United States
Full-time
I can succeed as a Private Client Service Associate at Capital Group.As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiri...Show more
Last updated: 13 days ago • Promoted
Associate, Client Advisory

Associate, Client Advisory

Jordan Park Group • San Francisco, CA, US
Full-time
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phi...Show more
Last updated: 30+ days ago • Promoted
Senior Client Services Manager

Senior Client Services Manager

Tatari • San Francisco, CA, United States
Full-time
Tatari is on a mission to revolutionize TV advertising.We work with some of your favorite disruptor brands—like Calm, Vuori, Rocket Money, and hundreds more—to grow their business using linear and ...Show more
Last updated: 30+ days ago • Promoted
Payments-Kinexys Product Solutions-Associate

Payments-Kinexys Product Solutions-Associate

JPMorgan Chase • Palo Alto, CA, US
Full-time
Join our dynamic team where you play a crucial role in supporting sales, coordinating projects, and analyzing data to deliver impactful solutions. Collaborate closely with cross-functional teams to ...Show more
Last updated: 2 days ago • Promoted
Client Services Associate

Client Services Associate

American Income Life AO • San 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 more
Last updated: 30+ days ago
PWM Registered Client Service Associate

PWM Registered Client Service Associate

Morgan Stanley • Menlo Park, CA, US
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions...Show more
Last updated: 17 days ago • Promoted
Client Service Associate Thriving RIA

Client Service Associate Thriving RIA

Veterans Staffing • San Francisco, CA, US
Permanent
Client Service Associate | RIA | San Francisco | Hybrid.The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approxim...Show more
Last updated: 9 hours ago • Promoted • New!
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley • San Rafael, CA, US
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 more
Last updated: 13 days ago • Promoted
Billing & Revenue Cycle Associate

Billing & Revenue Cycle Associate

Lucence Health Inc • Palo Alto, CA, United States
Full-time
Lucence is a pioneering precision oncology company with a bold vision : a world where cancer is defeated through early detection and timely treatment. Our cutting-edge liquid biopsy tests use advance...Show more
Last updated: 22 days ago • Promoted
Client Service Specialist

Client Service Specialist

YMCA of San Francisco • San Francisco, CA, United States
Full-time
Careers by E mpowering Futures, Building Communities.Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation’s lea...Show more
Last updated: 8 days ago • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce • 95120 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 more
Last updated: 30+ days ago • Promoted
Client Service Associate

Client Service Associate

Morgan Stanley • San Jose, CA, US
Full-time
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 with...Show more
Last updated: 30+ days ago • Promoted
Institutional Client Relationship Associate - West

Institutional Client Relationship Associate - West

Allspring Global Investments • San Francisco, CA, United States
Full-time
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show more
Last updated: 30+ days ago • Promoted
Transaction Services Senior Associate

Transaction Services Senior Associate

Crowe • San Francisco, CA, United States
Full-time
Be among the first 25 applicants.Your Journey at Crowe Starts Here.At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted ...Show more
Last updated: 8 days ago • Promoted
Client Associate

Client Associate

California Staffing • San Jose, CA, US
Full-time
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...Show more
Last updated: 2 days ago • Promoted
Director, Client Services

Director, Client Services

Guardant Health • Palo Alto, CA, United States
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 more
Last updated: 8 days ago • Promoted