Client Service Associate Jobs in Palo Alto, CA | Glassdoor
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Client Service Associate Jobs in Palo Alto, CA

  • 3.3
    Edelman Financial Services – Santa Clara, CA
    Est. Salary $54k-$76k
    13 days ago 13d
    skilledClient ServiceAssociate for our Silicon Valley (Santa Clara, CA) location. The ClientServiceAssociate provides full… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • 3.5
    UBS – Palo Alto, CA
    Est. Salary $42k-$62k
    5 days ago 5d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… : –keep management systems up-to-date with client information –educate clients on account services and capabilities –help…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    Est. Salary $42k-$61k
    6 days ago 6d
    Perform daily operations, clientservice, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and clientservice skills Experience Industry experience is a plus…
  • 3.1
    Counsyl – South San Francisco, CA
    Est. Salary $51k-$78k
    4 days ago 4d
    individual client communication and interaction matters. The Client Services Associate will be on the front lines and will act as the… because we hire amazing people to join this team. Our Client Services Associates are highly skilled, motivated people who are driven…
  • 5.0
    Adobe Animal Hospital – Los Altos, CA
    NEW
    is fully engaged and committed to providing phenomenal clientservice and high quality animal care. Makes effective, well-informed… them Medical/Personal Benefits Fantastic veterinary service benefits for all those furry family members in your life. Extends…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    Est. Salary $39k-$56k
    9 days ago 9d
    Perform daily operations, clientservice, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint.  Superior interpersonal, organizational and clientservice skills Experience  Industry experience…
  • 3.6
    Sensiba San Filippo – San Jose, CA
    Est. Salary $67k-$81k
    NEW
    an eye towards identifying additional service opportunities that will help your clients be more efficient and/or operate and grow… Senior, you are the cornerstone of our client engagement teams; while ensuring client satisfaction and appropriate execution of…
  • 3.6
    First Republic Bank – Palo Alto, CA
    Est. Salary $54k-$91k
    20 days ago 20d
    our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The ClientService team… help investment professionals and clients meet their financial goals. The New Business Associate will support the prospecting efforts…
  • 3.2
    LPL Financial – San Jose, CA
    Est. Salary $43k-$60k
    15 days ago 15d
    seeking a ClientServiceAssociate. The ClientServiceAssociates primary responsibilities will be to enhance the client experience… experience in the financial services industry in a clientservice role Associates Degree or higher Series 7 a plus but not required…
  • EH Shum Financial Solutions – Burlingame, CA
    Est. Salary $45k-$82k
    7 days ago 7d
    Currently we are seeking a Full or Part Time Jr. ClientServiceAssociate/Administrative Support for an Independent Financial… Greeting our clients and prospects as they arrive at the office Delivering unparalleled value, outstanding service and providing…
  • 3.7
    Veracyte – South San Francisco, CA
    Est. Salary $44k-$68k
    NEW
    billing department to resolve customer issues. The Client Services Associate will support the broader team's activities in order… The Position Our Client Services team is the key liaison between Veracyte and its customers. The primary responsibility…
  • 4.7
    Science Exchange – Palo Alto, CA
    Est. Salary $49k-$73k
    6 days ago 6d
    Detail- and service-oriented, hard-working, diligent and resilient Experience with Salesforce.com or similar Client Relationship… We are looking for a Service Provider Development Associate ideally with experience providing sales administration support in…
  • 3.6
    JPMorgan Chase & Co. – Palo Alto, CA
    4 days ago 4d
    Job Description: As a Private Client Investment Associate, you will provide clientservice, operational, marketing, and administrative… partnerships and excel at clientservice Knowledge of investments, insurance, bank products, financial planning and use of financial…
  • 3.8
    Robert Half Finance & Accounting – San Mateo, CA
    Est. Salary $50k-$76k
    10 days ago 10d
    behalf of our clients. The Client Services Associate provides administrative support and services to the client services and… departments. The primary responsibility is to create client delight in the servicing of accounts.…
  • EBA&M – Campbell, CA
    Est. Salary $39k-$64k
    5 days ago 5d
    and sharp ClientServiceAssociate to join our team in beautiful Silicon Valley and help us deliver superior service to our top… for the ClientServiceAssociate include: Coordinating projects/tasks from kickoff to delivery. Acting as the client point…
  • 3.1
    Compass Group – Palo Alto, CA
    NEW
    directly with clients excellent communication skills enjoy working in a support service role, follows up to ensure client satisfaction… buildings on corporate campus. Will serve as the liaison between client/user and our maintenance staff. Salary, bonus plan, benefits…
  • 3.6
    Fisher Investments – San Mateo, CA
    Est. Salary $48k-$66k
    22 days ago 22d
    providing great service helps our clients have confidence in the firm and their future. In the ClientServiceAssociate (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…
  • 4.0
    Stanford School of Medicine – Stanford, CA
    NEW
    Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety… academics, research, and innovation – seeks an Administrative Associate 2 to provide administrative or operational support working…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    NEW
    PowerPoint. · Superior interpersonal, organizational and clientservice skills. Ability to prioritize tasks and meet deadlines.… and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general…
  • 3.9
    Massage Envy – Palo Alto, CA
    Est. Salary $21k-$28k
    NEW
    strong customer service orientation and be able to communicate effectively with members and guests, prospective clients, vendors, and… and the franchised location’s management and team. Maintain client confidentiality. *Massage Envy Franchising, LLC (“…
  • 3.5
    Bank of America – Saratoga, CA
    Est. Salary $37k-$53k
    NEW
    Job Description: Financial Center ClientService Representative I s FC CSR I are responsible for providing a positive customer… areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in…
  • 3.2
    Hendrick Automotive Group – Pleasanton, CA
    19 days ago 19d
    Desired Education: o GED √ High School Diploma o Associate Degree o Bachelor Degree o Master Degree o Doctorate… years Education/Experience: Prior sales and/or customer service experience desired. Certificates and Licenses: √ Valid…
  • 4.6
    Wealthfront – Redwood City, CA
    Est. Salary $87k-$125k
    27 days ago 27d
    and tax minimization strategies. All clients receive financial planning through the service, Path, at no additional cost. Wealthfront… investors at an incredibly low cost. And its working; we have clients across the country who trust us with over $7 billion in assets…
  • 4.3
    Guardant Health – Redwood City, CA
    Est. Salary $47k-$71k
    22 days ago 22d
    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 clientservice experience required. You have excellent written and verbal…
  • 3.6
    First Republic Bank – Palo Alto, CA
    19 days ago 19d
    is an ultra-high-touch bank that provides extraordinary clientservice. We believe that one-on-one interactions build lasting relationships… Provide on-going excellent customer service including hand-holding the top 10% of the RM’s client base Maintain and deepen existing…
  • 4.3
    BPM – San Jose, CA
    20 days ago 20d
    BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are… supported Collaborate with clients, working hand in hand to deliver a quality product within the clients time frame Perform direct…
  • 3.6
    J.P. Morgan – Palo Alto, CA
    Est. Salary $35k-$56k
    20 days ago 20d
    As a Private Client Investment Associate, you will provide clientservice, operational, marketing, and administrative support… partnerships and excel at clientservice Knowledge of investments, insurance, bank products, financial planning and use of…
  • 2.5
    VCA Antech, Inc. – San Jose, CA
    Est. Salary $28k-$43k
    NEW
    patient care with exceptional clientservice. He/she will bring a positive attitude, a service orientation, and high energy along… Hospital has an opportunity available for an experienced ClientService Representative to grow with our busy, AAHA-accredited, 4…
  • 3.4
    Keenan & Associates – San Jose, CA
    EASY APPLY
    Est. Salary $51k-$72k
    9 days ago 9d
    proprietary nature of information relating solely to Keenan & Associatesclients, policies, etc., and be responsible for not divulging… of business in assigned territory. • Establish and maintain client relationships by providing customer visits and open communication…
  • 3.2
    Gilead Sciences – Foster City, CA
    Est. Salary $40k-$61k
    6 days ago 6d
    Verification of Employment. Provide routine information to internal clients on HR processes and policies. Contribute to the on-going development… with HR inquiries and by delivering a high level of customer service through HR Answer calls and emails. Provide support on a range…
  • 3.1
    VCA Animal Hospitals – Los Gatos, CA
    Est. Salary $29k-$43k
    NEW
    patient care with exceptional clientservice. He/she will bring a positive attitude, a service orientation, and high energy along… Animal Hospital of Los Gatos is seeking an experienced ClientService Representative to join our AAHA-accredited, 3-doctor practice…
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