Client associate • orange 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
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
A Day in the Life of a Client Relationship Manager.As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team.You ensure a se... Show more
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more
Senior Associate/h2pUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/ppAt Andersen, we dont just offer a career; we provide a thrilling expedition into the wor... 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
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
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
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 our values of Teamwork, Se... 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
Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions.We're strengthening our operations, refining our systems, and bu... 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
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
We at Krista Care believe in a client first approach.You must be compassionate to work with Krista Care.We are more than just a team as we treat each other as family.If you are looking for a compan... Show more
Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team.In this role, you will serve as a primary point of contact for our clients, providing consiste... Show more
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... 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
Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati... Show more
As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team.You ensure a seamless client onboarding process, organize data for... 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 $ 43,875 and $ 78,000 year , with the average salary hovering around $ 56,160 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.
