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
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
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.Client Managers may occasionally...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
Our story began in 2011 when a group of office workers at a major logistics company in Chicago had a lunch problem.Nearby options were limited and the team was spending too much time and money trav...Show more
At Gallagher, we’re united by a commitment to service, growth, and excellence.As a Senior Client Manager, you’ll play a key role in building strong client relationships, managing accounts, and ment...Show more
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...Show more
Step into the front lines of client care—and show the world how exceptional service really sounds.Every day brings a new set of stories, personalities, and challenges, so no two days are ever the s...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
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota.We specialize in equity and fixed income portfolio managem...Show more
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 to deliver results and make an i...Show more
The Client Manager will provide project management and administrative support to clients, focusing on building strong relationships and ensuring satisfaction.They act as the main point of contact b...Show more
Accelerate Your Career with Us!.Are you a driven individual looking for a flexible and rewarding sales career?.Join our team as a Remote Client Acquisition Specialist and leverage our exceptional c...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
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
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.Works collaboratively within the assign...Show more
With over 40 years of success, 3 Day Blinds has become the leading national retailer and manufacturer of quality custom made blinds, shades, draperies and shutters.We help transform our client's ho...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.
