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.
Client Services Associate • 92160 San Diego, CA, US
The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more
The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more
The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more
Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.Essential Duties & Responsibili... Show more
Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA.Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service firs... Show more
Sr Associate, Client Operations.At Cotality, we are driven by a single missionto make the property industry faster, smarter, and more people-centric.Cotality is the trusted source for property inte... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Private Client Services Tax Senior.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individu... Show more
Location: 6906 Miramar Rd Unit B, San Diego, CA, 92121, United States.Other Compensation: Monthly Commission With No Cap.Job Category: Lumber Liquidators, Sales, Customer Service.Description Requir... Show more
PIMCO Client Service Analyst/Associate.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 fixed i... Show more
Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand... Show more
Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.Essential Duties & Responsibili... Show more
Bank Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities... Show more
Associate Position At Becker North, Inc.Associates at Becker North, Inc.Associates work as part of a team on challenging and high-profile projects in a collegial and academically-oriented work envi... Show more
Technology is ever changing and new advancements are always being introduced.At our company, we are continuing to adapt to the future and have found no better way to expand our client base than par... Show more
Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.Essential Duties & Responsibili... Show more
Our investment associates play a central role in executing deals, managing portfolio companies, and supporting firmwide initiatives.Operating in a lean and highly collaborative team structure, asso... Show more
Harrison Gray Search has been retained by one of the world's premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team.This isn't a "back-office... Show more
Senior Associate (International Tax).Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their fina... Show more
Relationship Onboarding Associate.As a member of the Axos Commercial Banking team, the Sr.Relationship Onboarding Associate will manage the end-to-end onboarding process for new and complex Commerc... Show more
