Client associate • costa mesa ca
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
Who we are    COURSER is a partnership platform that helps technology service companies identify and take the next step in growth.Our organization has a strong company culture built on ou... Show more
Provides sales, service and execution support for new and ongoing client relationships.Gathers required documentation.Prepares, reviews and verifies documents and relevant information for accuracy.... Show more
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.We pride ... Show more
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 more
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide... Show more
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,... Show more
We are an award-winning, Top 5% Farmers Insurance agency in Costa Mesa seeking a motivated Insurance Client Growth Advisor to join our growing team.We are building a modern Farmers Insurance agency... Show more
Join RBC and help clients thrive and communities prosper.You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and t... Show more
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.Our team is passionate about reshaping the ... Show more
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... Show more
Account Associate (AA), Private Client Group.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of f... Show more
Client Success Senior Associate.Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.As a Client Success Senior... Show more
At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Executive, you’ll play a key role in leading client accounts and delivering exceptional service.You’ll act ... Show more
Client Executive Opportunity At Gallagher.At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Executive, you'll play a key role in leading client accounts and ... Show more
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms in the United States.Founded in 2007 and headquartered in San Francisco, EPIC has more th... Show more
Infosys is seeking an Associate Engagement Manager for the Insurance vertical.This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner... Show more
Client Success Senior Associate.Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.As a Client Success Senior... Show more
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more
The average salary range is between $ 49,501 and $ 90,000 year , with the average salary hovering around $ 59,446 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
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.
