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Client Service Associate - Operations Jobs

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  • 3.7
    MINDBODY, Inc – San Luis Obispo, CA
    Est. Salary $37k-$55k
    2 days ago 2d
    representing the company to Clients via phone and email communications; educating them on the importance/value associated with our marketing… position communicates with existing MINDBODY Clients via phone and email, helps Clients make better use of our software capabilities…
  • 3.2
    Edelman Financial Services – Santa Clara, CA
    Est. Salary $55k-$78k
    9 days ago 9d
    skilledClient Service Associate for our Silicon Valley (Santa Clara, CA) location. The Client Service Associate provides full… Financial Planner, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering…
  • 2.7
    Equity Trust Company – Sioux Falls, SD
    EASY APPLY
    Est. Salary $28k-$41k
    9 days ago 9d
    JOB SUMMARY: The Client Service Rep I provides inbound and outbound call servicing and operational support to individual… Maintains a professional approach to client service, consistent with Company protocol and service levels Complies with all internal…
  • 4.5
    TS Banking Group – Crosby, ND
    Est. Salary $33k-$48k
    4 days ago 4d
    providing exceptional client service through quality conversation, and efficient and accurate processing of client transactions. Work… differences; maintain CSR supplies. Identify the client by name; provide client service to individuals in person and over the telephone…
  • 3.3
    Digital River – Minnetonka, MN
    Est. Salary $35k-$55k
    18 days ago 18d
    are seeking an Associate Client Operations Specialist in our Minnetonka, MN office. The Associate Client Operations Specialist provides… time spent on requests Report to Client Operations Manager and/or Client Operations Director on status of work being performed…
  • 3.9
    Guardant Health – Redwood City, CA
    Est. Salary $48k-$73k
    12 days ago 12d
    ABOUT THE ROLE We are looking for a full-time Client Services Associate (CSA). The CSA is responsible for providing exceptional… Salesforce.com and Microsoft Office. A minimum of 1 year client service experience required. You have excellent written and verbal…
  • 3.5
    First Republic Bank – New York, NY
    Est. Salary $45k-$66k
    11 days ago 11d
    follow-up Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth,… sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events…
  • 2.4
    Parkside Lending – Walnut Creek, CA
    Est. Salary $38k-$56k
    15 days ago 15d
    requirements. Collaborate with internal operations staff to ensure that service level agreements are met and that problems are… Correspondent) business channels. Serve as a resource for client inquiries throughout the entire loan process, by providing a…
  • 3.3
    D.A. Davidson Companies – Port Angeles, WA
    23 days ago 23d
    other duties and special projects as necessary. Keyword: Client Associate From: D.A. Davidson Companies… their client’s accounts and transactions in a timely manner. Maintain a working knowledge of Branch Guide to Operations and ensure…
  • 3.5
    Jack Henry – United States
    Est. Salary $34k-$50k
    1 days ago 1d
    the software that is implemented by Jack Henry & Associates. The Client Service Analyst will assist external customers with their… credit unions. The Client Service Analyst is the subject matter expert and is focused on helping our clients with their budgeting…
  • 3.5
    Haynes Mechanical Systems Inc – Greenwood Village, Arapahoe, CO
    2 days ago 2d
    new business on Haynes Client Services product offering along with repairs and upgrades from that associated offering. At least 50%… while selling multi-year energy saving service contracts Work collaboratively with Hayes Client Services Group to drive business and…
  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $54k-$77k
    10 days ago 10d
    follow-up Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth,… sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events…
  • 3.3
    AvMed Health Plans – Miami, FL
    5 days ago 5d
    Position: Onsite Client Service Representative Scope of position: The Onsite Client Service Representative is responsible… AvMed’s Client Management Department, at the group’s work site delivering an exceptional member experience. The Onsite Client Service…
  • 3.2
    Tapingo – San Francisco, CA
    1 days ago 21hr
    motivated Support Associate. We're searching for a self-starter who can proactively handle customer and merchant service and support… support across our client base. We offer a competitive salary and a healthy set of benefits. Responsibilities include (but are not…
  • 3.5
    First Republic – San Francisco, CA
    Est. Salary $58k-$85k
    15 days ago 15d
    help investment professionals and clients meet their financial goals. The Operations Associate is responsible for the integration… our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Service Operations…
  • 2.8
    DoveLewis – Portland, OR
    Est. Salary $32k-$48k
    22 days ago 22d
    professionals and client service staff for their commitment to providing the most compassionate care to all clients and visitors,… Animal Hospital Association (AAHA), we strive for excellence in veterinary care and treat patients and clients with the highest…
  • 4.7
    CIC Plus – Chicago, IL
    EASY APPLY
    Est. Salary $44k-$81k
    9 days ago 9d
    drive HR efficiency with the support of best-in-class client service. Our clients include some of the world’s largest and most innovative… solutions and services) within the client base and work with the sales team to manage the associated pipeline through the CIC Plus…
  • 3.3
    D.A. Davidson Companies – Encino, CA
    Est. Salary $40k-$75k
    23 days ago 23d
    rules and regulations. Keyword: Branch Operations Manager, Registered Client Associate From: D.A. Davidson Companies… policies and procedures. Maintain client confidentiality. Communicate in a clear and service oriented manner. Use appropriate,…
  • 3.5
    Ameriprise Financial – Portland, ME
    Est. Salary $34k-$51k
    1 days ago 23hr
    administrative/reception/operations support as needed in the branch. Responsibilities * Assist advisor in servicing clients including preparing… utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data,…
  • Pareto Ltd – Boston, MA
    Est. Salary $39k-$56k
    1 days ago 23hr
    Job Description Client Service Associate Salary: $50,000 + OTE REF: MASGJCSA#SGP Sector: Financial Services Have an interest… background in financial services would be beneficial. Client Service Associate – what you get: · Highly competitive starting salary…
  • 3.7
    Gartner – Stamford, CT
    Est. Salary $46k-$68k
    24 days ago 24d
    Client Services Associate Apply Stamford , CT Regular Full-time Job Description: The Client Services… communications and regular client interactions to understand client organization’s objectives Understand each client’s sponsorship package…
  • 3.9
    Sikich LLP – Springfield, IL
    Est. Salary $35k-$52k
    23 days ago 23d
    Client Service Specialist will assist the Wealth Management advisors, Operations Manager, and clients with daily operational… rapport with clients, visitors and people going in and out of the office on a daily basis. Assists Operations Manager with special…
  • 2.9
    Easter Seals Bay Area – Pleasant Hill, CA
    Est. Salary $250k-$404k
    1 days ago 1d
    customer service and satisfaction, consistency of processes, and accountability for the success of Network and Client Services.… Establishes and reinforces best practices to improve client access and achieve service volume objectives. Participates in development…
  • 3.1
    Cision – New York, NY
    Est. Salary $39k-$62k
    5 days ago 5d
    Sales Operations Associate: The Sales Operations Associate is an entry-level sales support and client services role… briefings. This position includes research and analysis, client service, and administrative functions. The successful candidate…
  • 3.5
    Hancock and Whitney Bank – Denham Springs, LA
    18 days ago 18d
    Description - Contact Center Client Service Advisor (17000601) Job Description Contact Center Client Service Advisor - (17000601)… gains customer agreement to refer to a Telesales Associate. Process e-pay service requests and be able to navigate through the…
  • 3.7
    Evolent Health – Chicago, IL
    Est. Salary $62k-$112k
    1 days ago 19hr
    the President / Head of Client Operations and matrixed with experienced Client Executives, the Associate Director has multiple career… exceeding service level agreements (SLA’s) and other key operations performance indicators as part of the Client Operations team…
  • 3.5
    UBS – Palo Alto, CA
    Est. Salary $43k-$63k
    1 days ago 22hr
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.9
    Bank of Hawaii – Honolulu, HI
    Est. Salary $52k-$86k
    5 days ago 5d
    assigned portfolio of clients as well as developing new business. Maintains contact and association with various organizations… policies and procedures for Service and Operations Department. Maintains a service and operational level of contact with vendors…
  • 4.3
    Marketsmith – Cedar Knolls, NJ
    Est. Salary $62k-$109k
    18 days ago 18d
    the development of all client PowerPoint presentations Mentor, motivate and reward account associates, managers, and supervisors… solutions that are aligned with business goals Direct all client service processes including: Creative, Production, Media, Accounting…
  • 3.6
    Morgan Stanley – Chicago, IL
    Est. Salary $37k-$54k
    1 days ago 17hr
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus.…
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