Jobs in client services associate

job title
city, province

Client Service Associate For Investment Advisory Firm

california alameda san francisco san jose
Title Client Services Associate LocationSan Jose, CA (this is not a remote job opportunity) Job DescriptionWe are looking for a qualified candidate for the position of a Client Services Associate (CSA) for our company. ...
1 week ago

Client Service Associate - Morgan Hill, CA

california morgan hill
The Client Services Associate (CSA 1) works with entire advisor team to coordinate many client service activities with a focuson delivering the ultimate client service experience. This position is critical to building client advocacy as ...
3 weeks ago

Client Services Associate - Oakland, CA 94607

california
Job Description The following partial duty requirements are required for the Client Services Associate: Minimum 3 years office experience including front office reception and use of multi-line phone systems and software systems Professional and courteous ...
4 weeks ago

CLIENT SERVICE ASSOCIATE - Stockton, CA 95219

california stockton
SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not ...
1 month ago

Luxury Fitness Company Seeking Top Talent

california
We are the leading high-end gym equipment company who designs, supplies and services fitness centers worldwide. Our clients include hotels, resorts, apartment complexes, physical therapy clinics, interior design firms, movie stars, professional athletes and ...
2 months ago

Client Services Associate - San Diego, CA 92128

california san diego
To Apply for Position: https://eahealth.clearcompany.com/careers/jobs/27da0971-9816-1f8c-0910-553f7a44e1b1/apply?source=1051130-CS-29451 Job Summary: The Client Services Coordinator is a client-facing role that ...
2 months ago

Client Service Associate - Santa Cruz, CA 95060

california santa cruz
We are a financial planning and wealth management firm that works with a limited number of families, helping them to reach their financial goals and have financial peace of mind. We are looking for ...
2 months ago

Client Service Associate For A Financial Planning Firm

california san francisco santa cruz
We are a financial planning and wealth management firm that works with a limited number of families, helping them to reach their financial goals and have financial peace of mind. We are looking for ...
2 months ago

Client Services Associate I - Poway, CA 92064

california san diego standard
Position Summary: Under limited supervision the Client Services Associate I is responsible for assisting customers with product inquiries, resolving problems or concerns, and performing order entry activities, and limited other customer service related tasks. ...
2 months ago

Client Services Associate, Wealth Management

california san francisco
Client Services Associate, Wealth Management $70k-$75k plus bonus San Francisco, CA zip code 94111 This world class provider of Investment Solutions seeks an exceptional individual to join their Private Banking Client Services team. In ...
3 months ago