Client associate • irvine 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
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
WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships.Retains and grows client relationships through high touch service and delive... Show more
Client Acquisition Specialist Kind Lending is determined to forge a new identity in the wholesale lending and mortgage banking space.We're building an upbeat, collaborative environment where a team... Show more
Opportunity At Oppenheimer & Co.Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of a... Show more
Carollo Engineers Job Opportunity.Carollo Engineers is a leading engineering firm dedicated exclusively to water.For over 90 years, we've specialized in the planning, design, and construction of wa... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
Client Service Senior Associate.Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use... Show more
Registered Client Service Associate.Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic ... Show more
Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California.Illumination Health + Home is a growing n... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... 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
Client Service Senior Associate.Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use... 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 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
This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... 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
The average salary range is between $ 54,275 and $ 80,000 year , with the average salary hovering around $ 60,206 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.
