Client associate [h1.location_city]
[job_alerts.create_a_job]
Client associate • chula vista ca
[last_updated.last_updated_1_day]
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.last_updated_30]
Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee.
In some cases, we may be helping advisors who want t...[show_more][last_updated.last_updated_30]
California Wealth Transitions is a growing financial management firm dedicated to helping clients navigate lifes financial milestones with confidence.
We pride ourselves on delivering exceptional cl...[show_more][last_updated.last_updated_variable_days]
Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every huma...[show_more][last_updated.last_updated_30]
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more][last_updated.last_updated_variable_days]
We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private F...[show_more][last_updated.last_updated_variable_days]
We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our ...[show_more][last_updated.last_updated_30]
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protec...[show_more][last_updated.last_updated_1_day]
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more][last_updated.last_updated_variable_days]
Us Institutional Associate Client Advisor.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We will fight ...[show_more][last_updated.last_updated_variable_days]
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...[show_more][last_updated.last_updated_30]
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.last_updated_30]
Salary : $60,000 - $70,000 Annual Salary.The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients.The Case Manag...[show_more][last_updated.last_updated_variable_days]
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objecti...[show_more][last_updated.last_updated_30]
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...[show_more][last_updated.last_updated_30]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal 2020 we transitione...[show_more][last_updated.last_updated_variable_days]
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ...[show_more][last_updated.last_updated_30]
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objecti...[show_more][last_updated.last_updated_30]
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more][last_updated.last_updated_variable_days]
- [promoted]
Client Services Associate
TradeJobsWorkforce92106 San Diego, CA, US[job_card.full_time]
Client Service Associate
TalentLink SolutionsSan Diego, CA, United States[job_card.full_time]
Client Service Associate (Entry Level)
California Wealth TransitionsSan Diego, CA, United States[job_card.full_time]
- [promoted]
Client Success Associate (Entry level, Remote)
InfuseSan Diego, CA, US[filters.remote]
[job_card.full_time]
Senior Client Service Associate - Chula Vista, CA
California Bank & TrustChula Vista, CA, United States[job_card.full_time]
Client Relationship Associate
TEAMSan Diego, CA, US[job_card.full_time]
Client Service Associate
Chandler Asset ManagementSan Diego, CA, US[job_card.full_time]
Client Service Associate
50191 Hub International Insurance Services Inc.San Diego, CA[job_card.full_time]
- [promoted]
Client Service Associate Lead - La Jolla, CA
BankTalent HQSan Diego, CA, United States[job_card.full_time]
- [promoted]
Associate Client Advisor
Voya FinancialSan Diego, CA, US[job_card.part_time]
- [promoted]
Client Service Associate
Jackson HewittChula Vista, CA, US[job_card.full_time]
- [promoted]
Registered Client Service Associate
Morgan StanleySan Diego, CA, US[job_card.full_time]
Insurance Client Service Associate
Northwestern Mutual PortlandSan Diego, CA, US[job_card.full_time]
- [promoted]
Client Administrator
Marsh & McLennanSan Diego, CA, US[job_card.full_time]
Client Service Associate
Jackson Hewitt Tax Service, Inc.Chula Vista, CA, United States[job_card.full_time]
- [promoted]
Work From Home Client Services Associate
Global Elite TexasSan Diego, California, USA[filters.remote]
[job_card.full_time]
Client Specialist
Barry'sSan Diego, CA, United States[job_card.full_time] +1
- [promoted]
Client Administrator
Marsh McLennanSan Diego, CA, US[job_card.full_time]
Client Service Associate Lead - La Jolla, CA
San Diego StaffingSan Diego, CA, United States[job_card.full_time]
Client Services Associate
TradeJobsWorkforce92106 San Diego, CA, US[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.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.