Client Service Associate Jobs in San Mateo, CA | Glassdoor
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Client Service Associate Jobs in San Mateo, CA

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  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $50k-$72k
    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…
  • 3.9
    Guardant Health – Redwood City, CA
    Est. Salary $48k-$73k
    11 days ago 11d
    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…
  • 3.6
    Morgan Stanley – Palo Alto, CA
    Est. Salary $43k-$63k
    1 days ago 21hr
    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.…
  • 3.5
    Fisher Investments – San Mateo, CA
    Est. Salary $50k-$68k
    25 days ago 25d
    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…
  • 3.8
    Robert Half Finance & Accounting – San Mateo, CA
    Est. Salary $34k-$50k
    Today 8hr
    with high net worth clients. As a Client Service Associate, you will provide administrative and client servicing support for the wealth… and immediate consideration. Our client is searching for a dynamic Client Service Associate for their San Francisco office. The…
  • 3.4
    Bank of America – Millbrae, CA
    Est. Salary $39k-$57k
    28 days ago 28d
    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…
  • 3.3
    Glass Lewis & Co – San Francisco, CA
    Est. Salary $37k-$53k
    1 days ago 22hr
    Francisco, is currently seeking to hire a full-time Client Service Associate. Our ideal candidate is a recent college graduate who… communications with our operations teams, and fully support the Client Service Managers in their day to day work. This position will involve…
  • 3.1
    COUNSYL – South San Francisco, CA
    Est. Salary $59k-$91k
    13 days ago 13d
    success as every, individual client communication and interaction matters. The Client Services Associate will be on the front lines… because we hire amazing people to join this team. Our Client Services Associates are highly skilled, motivated people who are driven…
  • 3.1
    Ten-X – San Mateo, CA
    Est. Salary $70k-$100k
    Today 9hr
    recognized Industry Standards and in conformance with Bank Client contractual requirements, including regulatory standards where… recommending solutions to remediate or mitigate the risks associated with the protection gaps. Works with staff at all levels…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $44k-$65k
    2 days ago 2d
    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…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    Est. Salary $57k-$86k
    10 days ago 10d
    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…
  • 3.7
    Paradigm Tax Group – San Francisco, CA
    EASY APPLY
    Est. Salary $46k-$82k
    1 days ago 14hr
    fostering client relationships. Represent clients and provide excellent client service. Our goal is to reduce client’s property… relationships. Provide excellent client service. Assist with preparation for appeal hearings and/or audit representation. Demonstrated…
  • 3.0
    First Republic – Menlo Park, CA
    Est. Salary $44k-$63k
    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…
  • 4.3
    BPM – San Francisco, CA
    Today 8hr
    BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are… focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff…
  • 3.4
    Andersen Tax LLC – San Mateo, CA
    Est. Salary $49k-$70k
    1 days ago 12hr
    Private Client Services (PCS) Experienced Associates serve as members of various client service teams. Experienced Associates receive… Experienced Associates participate in the tax planning and consultation process for clients. Experienced Associates are also responsible…
  • 3.5
    First Republic – San Francisco, CA
    Est. Salary $58k-$85k
    14 days ago 14d
    our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Service Operations… non-ACAT), and internal client service. Responsibilities: 1. Facilitate the client onboarding process for…
  • 3.4
    Andersen Tax LLC – San Mateo, CA
    Est. Salary $67k-$87k
    1 days ago 12hr
    Private Client Services (PCS) Senior Associates serve as members of various client service teams. Senior Associates must possess… researching various client issues, and regularly communicate with clients and management. Senior Associates mentor Associates and Interns…
  • 3.2
    Tapingo – San Francisco, CA
    Today 1hr
    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…
  • 3.0
    OfficeTeam – Oakland, CA
    Est. Salary $36k-$54k
    18 days ago 18d
    Classification: Customer Service Compensation: $14.00 to $17.00 per hour Client Service Associate needed for Strong Financial… are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $62k-$96k
    1 days ago 12hr
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. * Creates and maintains records…
  • 2.9
    Acumen – San Mateo, CA
    18 days ago 18d
    Provide client services to website users from various organizations, educational institutions, and government agencies for multiple… website users Answering Acumen help lines and emails for client support services Producing, distributing and updating website…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    Est. Salary $47k-$75k
    9 days ago 9d
    consecutive years. The role entails providing administrative and client servicing support to Wealth Management Sales Team with five members… including opening client accounts and assist clients with required documentation, regular and proactive contact with clients and prospects…
  • 4.6
    Innovations PSI – San Francisco, CA
    23 days ago 23d
    Create welcoming experience for client -Respond directly to all client inquiries -Build strong client relationships -Establish rapport… , Private Equity, Consumer Products and more. We are a full-service agency proving Executive Search, Full-time and Temporary staffing…
  • 3.8
    Veracyte – South San Francisco, CA
    Est. Salary $44k-$67k
    25 days ago 25d
    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…
  • 3.1
    COUNSYL – South San Francisco, CA
    Est. Salary $59k-$91k
    4 days ago 4d
    individual client communication and interaction matters. The Client Services Associate will be on the front lines and will act as… because we hire amazing people to join this team. Our Client Services Associates are highly skilled, motivated people who are driven…
  • 3.2
    Essex Property Trust – San Mateo, CA
    Est. Salary $106k-$169k
    1 days ago 1d
    fast-paced, team based, customer service oriented environment. Excellent communication skills with clients, peers, and other support… appropriate customer service skills. Desire and aptitude to mentor and train less experienced associates within their specified…
  • 2.4
    Mutual of America Life Insurance Company – San Francisco, CA
    Est. Salary $45k-$67k
    Today 8hr
    help our clients and their employees secure their future through our financial products and to provide the best service in the industry… partner with other Home Office departments to coordinate client service issues. What We Ask of You We are looking for someone…
  • 4.4
    Collective Health – San Mateo, CA
    Est. Salary $56k-$95k
    2 days ago 2d
    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…
  • 3.4
    Bank of America – San Mateo, CA
    16 days ago 16d
    Job Description: Job Description Summary The Client Associate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.4
    Wells Fargo – San Francisco, CA
    Est. Salary $35k-$51k
    Today 9hr
    and record keeping necessary to support efforts to service and grow client relationships. Required Qualifications 6+ months… office environment Desired Qualifications Strong client service skills Strong attention to detail and accuracy skills…
  • 2.7
    PT Gaming – San Bruno, CA
    21 days ago 21d
    Casino Table Game Associate (Customer Service) - San Bruno, CA Job Details Level… of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Participate as a Casino Table Game Associate / Third Party…
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