Client associate jobs in Placentia, CA

Role Description This is a full time on site role for a Client Services Associate at SteelPeak Wealth.. The Client Services Associate will be responsible for providing exceptional customer support and..

Our client is a well established, Multi Family Office specializing in comprehensive wealth management.. We've been retained to find an Associate Client Advisor to support Senior Client Advisors with client..

Our client is seeking a full time Client Service Associate. This role focuses on back office.. Responsibilities. Manage client service requests, including account maintenance, ACH transfers, and ACAT..

To expand outreach, we are hiring an Entry Level Client Ambassador in the Orange County area.. The Entry Level Client Ambassador will work with the executive staff to compile data and evaluate the..

As a Client Advisor, you are an ambassador of the brand who demonstrates impeccable presentation and.. ). Create an exceptional client experience. Strive to meet all client requests while exceeding their..

We help clients transform how they deliver business value by helping them optimize their IT.. Role. Client Partner Location. San Francisco, CA Type. Full Time Role and Responsibilities. The Client..

Senior Client Services AssociateLocation. Tustin, CACompensation. 85,000. 100,000Status. Full time, In.. Our office is committed to delivering high quality, high touch experiences to our clients so that, no..

Job DescriptionAbout the Role The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with..

Job Description Job Description We have an immediate need for Client Services Representative in our fast.. Receive a high volume of inbound calls Make outbound calls Quickly identify client needs and efficiently..

We at Krista Care believe in a client first approach. You must be compassionate to work with Krista Care. We are more than just a team as we treat each other as family. If you are looking for a..

The Business Partner role provides leadership to our business owner clients and our internal team of.. The Business Partner will collaborate with client companies to educate, advise, and influence them on..

Your primary responsibility will be to gather essential information from clients, assess their cases.. Hard requirements. Call center or receptionist experience (high volume) Client soft skills, tech savvy..

We are currently looking for an Account Representative to join our Client Services team in Santa Ana, CA.. The Account Representative is assigned multiple client accounts, managing the day to day tasks for..

Manager. Client Engineering Hybrid. San Francisco, onsite 1x per week minimum Responsibilities will include. Directly managing team of 10. Systems Engineers Hands on with operational upkeep of..

Positive, Tenacious, persuasive and goal oriented. Excellent verbal communication skills. able to demonstrate patience and enthusiasm while communicating with prospects and clients. Ability to..

Our offerings and proven solutions create a unique competitive advantage for our clients by giving them.. About the Position. We are recruiting a Client Partner who is Passionate about the innovation economy..

High School Diploma required. Associate or bachelor's degree preferred. Obtain and maintain a valid.. heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive..

The primary role of the Client Manager is to enhance client experiences, build long term meaningful.. RESPONSIBILITIES. Set the direction, tone, and client specific plan for achieving agreed upon service..