Client Service Associate Jobs in San Rafael, CA | Glassdoor

Client Service Associate Jobs in San Rafael, CA

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  • 3.7
    Morgan Stanley – Oakland, CA
    Est. Salary $43k-$64k
    1 days ago 23hr
    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
    Glass Lewis & Co – San Francisco, CA
    Est. Salary $37k-$53k
    27 days ago 27d
    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…
  • 4.0
    Trek Bicycle – Corte Madera, CA
    Est. Salary $25k-$33k
    1 days ago 18hr
    every customer Provide the highest level of customer service Create a client base of customer relationships Communicate professionally… qualify sales appropriately. With customer service being our top priority, the associate must provide exemplary skills in both product…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $44k-$65k
    7 days ago 7d
    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…
  • 3.5
    Fisher Investments – San Francisco, CA
    Est. Salary $49k-$68k
    26 days ago 26d
    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…
  • 3.6
    First Republic Bank – San Francisco, CA
    Est. Salary $50k-$72k
    19 days ago 19d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships…
  • 3.7
    Morgan Stanley – San Francisco, CA
    Est. Salary $43k-$64k
    14 days ago 14d
    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.…
  • First Republic – San Francisco, CA
    Est. Salary $43k-$63k
    19 days ago 19d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships…
  • 4.6
    Innovations PSI – San Francisco, CA
    21 days ago 21d
    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…
  • 3.1
    OfficeTeam – Oakland, CA
    Est. Salary $36k-$54k
    19 days ago 19d
    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…
  • 3.1
    Arthur J. Gallagher & Co. – Lafayette, CA
    Est. Salary $31k-$46k
    1 days ago 13hr
    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…
  • 2.4
    Hilltop Holdings – San Francisco, CA
    Est. Salary $46k-$70k
    9 days ago 9d
    Registered Client Service Associate will work for several financial advisors. This position will assist in servicing a large client… brokerage/financial services industry as a Registered Client Service Associate. Series 7 and 63/66 license a plus. High School Diploma…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $41k-$64k
    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…
  • 3.5
    Accountemps – San Francisco, CA
    8 days ago 8d
    Francisco. Our Clients actively seek Licensed Client Service Associates for short and long-term projects. As a Client Service Associate… May Include: - Investment Research - Operations Processing - Client Calls - Vendor Liaison - Maintain Customer Database - Other…
  • 3.8
    Fidelity Investments – San Francisco, CA
    1 days ago 21hr
    we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated… cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $46k-$68k
    13 days ago 13d
    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…
  • 3.0
    BCG Attorney Search Inc – San Francisco, CA
    EASY APPLY
    Today 9hr
    discovery management, USPTO, Associate This general service firm offers attorneys access to high-profile clients, cutting-edge legal assignments… Job ID: SR55112849 San Francisco office of our client seeks intellectual property attorney with 3+ years of experience in pharmaceuticals…
  • 3.7
    Sunny Hills Services – San Anselmo, CA
    Est. Salary $72k-$152k
    7 days ago 7d
    infrastructure for supporting quality and effective service delivery to our clients and payers. Provide day-to-day guidance and support… medical professionals, social service agencies, police, school administrators, community groups, associations, and businesses Program…
  • 3.1
    Arthur J. Gallagher & Co. – San Francisco, CA
    Est. Salary $46k-$70k
    21 days ago 21d
    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…
  • 3.7
    Autodesk – San Rafael, CA
    Est. Salary $60k-$89k
    7 days ago 7d
    Job Title & ID: Client Services Representative (17WD23276) Location: San Rafael NOTE: This is a full-time hourly position… Discount policies and SOX requirements. Provide service within agreed upon Service Level Agreements (SLA's) with various customers…
  • 3.9
    Glassdoor – Mill Valley, CA
    16 days ago 16d
    customer service Maintain a high daily volume of activity including outbound calls, emails, with the intent of nurturing client relationships… reactive approach to handling clients and problems A passion and deep understanding of customer service and business growth Technically…
  • 3.8
    Fidelity Investments – Marin City, CA
    9 days ago 9d
    transactional, informational and service needs at the front counter Responsible for educating our clients on the numerous products and… delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person…
  • 3.4
    Wells Fargo – San Francisco, CA
    Est. Salary $131k-$187k
    Today 3hr
    dispersed team environment Experience consulting with internal clients and business Ability to take on a high level of responsibility… small business commercial lending underwriting system and the associated technologies and services. Partner with the technology team…
  • 2.9
    CROSSMARK – San Rafael, CA
    Est. Salary $25k-$32k
    1 days ago 19hr
    excellent customer service and develop a professional working relationship with store management, associates and other merchandising… effectively with store (client) personnel/management, regarding tasks, sales activities, promotions and client sales plan objectives…
  • The Floor Store, Inc – San Rafael, CA
    Today 5hr
    customer service · Build and maintain relationships with new and existing clients · Provide assistance to clients in the design… projects · Project management · Producing sales proposals for clients · Data Entry and day to day maintenance of sales activity…
  • InsiderJobBoard.com – San Rafael, CA
    Today 3hr
    partnership with the store management and associates during visits Effectively merchandise client product within the store creating a… responsible for merchandising and organizing client product within the retail stores serviced. The Merchandiser will be required to:…
  • 2.8
    Kindred At Home – San Rafael, CA
    Est. Salary $80k-$113k
    Today 4hr
    , delivers compassionate, high-quality care to patients and clients in their homes or places of residence, including non-medical… patient care. Required Skills Qualifications Diploma, Associate or Bachelor Degree in Nursing Minimum of one year nursing…
  • 3.8
    Fidelity Investments – San Francisco, CA
    5 days ago 5d
    transactional, informational and service needs at the front counter Responsible for educating our clients on the numerous products and… delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person…
  • 3.5
    Crate and Barrel – Corte Madera, CA
    15 days ago 15d
    Required Skills Previous customer service experience Ability to build/maintain a client base and provide creative furnishing… responsibility that may be required to be performed by an associate in this job. Associates are required to perform other related functions…
  • 4.3
    BPM – San Francisco, CA
    1 days ago 1d
    Supervise tax associates' assignments and managing the day-to-day delivery of tax compliance / consulting services to the client. Develop… BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are…
  • 4.3
    BPM – San Francisco, CA
    Est. Salary $101k-$144k
    1 days ago 1d
    Supervise tax associates' assignments and managing the day-to-day delivery of tax compliance / consulting services to the client. Develop… BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are…
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