Client Service Associate Jobs in Menlo Park, CA | Glassdoor
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Client Service Associate Jobs in Menlo Park, CA

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  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $50k-$72k
    8 days ago 8d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable…
  • 3.2
    Edelman Financial Services – Santa Clara, CA
    Est. Salary $55k-$78k
    7 days ago 7d
    skilledClient Service Associate for our Silicon Valley (Santa Clara, CA) location. The Client Service Associate provides full… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • 3.5
    Saama Technologies Inc – Campbell, CA
    Est. Salary $92k-$146k
    1 days ago 14hr
    Associate Director, Client Success Responsibilities: Responsible for managing an account for Business Intelligence (BI) and… level on all service delivery activities. Manage 10-12 Software Consultants. May require assignment at client sites within Santa…
  • 3.9
    Guardant Health – Redwood City, CA
    Est. Salary $48k-$73k
    10 days ago 10d
    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 – Menlo Park, CA
    Est. Salary $51k-$78k
    9 days ago 9d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable…
  • 3.4
    Bank of America – Menlo Park, CA
    Est. Salary $39k-$57k
    27 days ago 27d
    Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer… products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the…
  • First Republic – Menlo Park, CA
    Est. Salary $44k-$63k
    7 days ago 7d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    Est. Salary $43k-$64k
    9 days ago 9d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus.…
  • 4.2
    Kanler – Menlo Park, CA
    EASY APPLY
    1 days ago 12hr
    ; it becomes our focus to ensure the client’s needs are met. Our responsiveness to clients’ needs and our excellence in Technique… ; and wants a turnkey solution with 100% peace of mind. Our Clients have busy lives and want a company that represents their interests…
  • 3.4
    Bank of America – Menlo Park, CA
    1 days ago 22hr
    Job Description: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 4.2
    Kanler – Menlo Park, CA
    EASY APPLY
    Est. Salary $84k-$155k
    1 days ago 12hr
    ; it becomes our focus to ensure the client’s needs are met. Our responsiveness to clients’ needs and our excellence in Technique… ; and wants a turnkey solution with 100% peace of mind. Our Clients have busy lives and want a company that represents their interests…
  • 3.5
    UBS – Palo Alto, CA
    Est. Salary $43k-$63k
    27 days ago 27d
    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…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    Est. Salary $36k-$52k
    2 days ago 2d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint.  Superior interpersonal, organizational and client service skills Experience  Industry experience…
  • 3.4
    Bank of America – Palo Alto, CA
    Est. Salary $57k-$91k
    6 days ago 6d
    Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… Job Description: U.S. Trust: Private Client Associate (Development Program) Palo Alto, CA Business Overview: U.S. Trust…
  • 2.7
    Opes Advisors – Cupertino, CA
    Est. Salary $45k-$65k
    30+ days ago 30d+
    Job Description The Client Service Associate joins a committed team of client service professionals aligned around creating an… responsibility or continue in a Client Service capacity. Duties and Responsibilities: Prepare the client’s new account paperwork and…
  • 3.5
    Fisher Investments – San Jose, CA
    Est. Salary $49k-$67k
    24 days ago 24d
    providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role,… being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will…
  • 3.1
    LPL Financial – San Jose, CA
    Est. Salary $40k-$56k
    1 days ago 17hr
    seeking a Client Service Associate. The Client Service Associate’s primary responsibilities will be to enhance the client experience… experience in the financial services industry in a client service role Associate’s Degree or higher Series 7 a plus but not required…
  • 3.1
    Arthur J. Gallagher & Co. – San Jose, CA
    Est. Salary $45k-$71k
    10 days ago 10d
    Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Service Associate contributes… The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and…
  • 4.7
    BlueVine – Redwood City, CA
    Est. Salary $34k-$51k
    13 days ago 13d
    way to grow our business as well. In addition to the many clients who have joined us on our journey we have also earned the backing… !* Be part of a rapidly growing team. As an Operations Associate Intern at BlueVine, you will be running our back-office operations…
  • 3.8
    Robert Half Finance & Accounting – San Mateo, CA
    Est. Salary $57k-$86k
    9 days ago 9d
    opportunity below. Our client is a highly progressive, holistic and ambitious investment firm with a soul. With A clients totaling $150… loyal and long-term client base and has been in business for over 30 years. Some duties include being the client liaison to handle…
  • Redwood City, CA
    4 days ago 4d
    customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patients right… computer for data input, retrieval of data and all other tasks associated with release of information services and time reporting.…
  • 3.0
    OfficeTeam – Oakland, CA
    Est. Salary $36k-$54k
    20 days ago 20d
    Client Service Associate needed for Strong Financial Institution in Oakland. In this Customer Service role, you will be answering… from members with the goal of providing excellent Customer Service and bringing a resolution to their issues. You will be processing…
  • 4.4
    Collective Health – San Mateo, CA
    Est. Salary $56k-$95k
    1 days ago 12hr
    The Client Success Associate (CSA) services accounts in partnership with the Client Success Manager (CSM) with the goal of delivering… and/or service issues Work with internal partners on process development and improvement where needed to support client needs…
  • 3.8
    Security Industry Specialists – Menlo Park, CA
    Est. Salary $48k-$70k
    6 days ago 6d
    Functions Provide excellent customer service to the client, its associates and facilities personnel Patrol assigned… enforce client policy and regulations, and investigate all facility related incidents. Ensure that the client, its associates, and…
  • 3.1
    Banfield Pet Hospital – Fremont, CA
    Est. Salary $31k-$42k
    Today 4hr
    numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets… Client Service Coordinator Apply Now Job ID FRE0006D Location Fremont, California Client Service Coordinator SUMMARY…
  • 4.2
    Gavin de Becker & Associates – Palo Alto, CA
    Est. Salary $51k-$92k
    6 days ago 6d
    Becker & Associates is an equal opportunity employer. Required Qualifications Previously worked in a client-service and/or… continuity in escort services to clients. Employee Benefits & Compensation Associates typically earn $55,000 to $65,000…
  • 3.8
    Robert Half Finance & Accounting – Redwood City, CA
    Est. Salary $34k-$50k
    12 days ago 12d
    array of asset classes. The Client Services Associate will provide high touch and customized service to the investment firms high… boutique investment advisory firm is looking for its next Client Services Associate. The firm provides customized strategies for its clientele…
  • 1.7
    OneSource Document Management – Redwood City, CA
    Est. Salary $38k-$58k
    2 days ago 2d
    Requisition Number 16-3658 Title Client Service Representative I City Redwood City State CA Description… Health is currently seeking qualified professionals for a Client Service Specialist to process medical records requests at a local…
  • 2.5
    CIOX Health – Redwood City, CA
    Est. Salary $36k-$53k
    17 days ago 17d
    customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patients right… computer for data input, retrieval of data and all other tasks associated with release of information services and time reporting.…
  • 2.9
    VCA Animal Hospitals – San Jose, CA
    Est. Salary $30k-$44k
    1 days ago 12hr
    patient care with exceptional client service. He/she will bring a positive attitude, a service orientation, and high energy along… Blossom Hill Animal Hospital is seeking an experienced Client Service Representative to join our busy, AAHA-accredited, 4-doctor…
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