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
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
Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more
Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more
Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove... 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
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
Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your pro... Show more
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... Show more
Job Ad – Client Services Coordinator About Phase II Systems, DBA Public Agency Retirement Services (PARS): Rooted by our mission and driven by our company values, PARS continues to achieve key mile... 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 Client Advisory Associate.Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized... 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
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
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 activities in the financial servi... 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 deliver... Show more
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... 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.
