Talent.com
Client Services Associate

Client Services Associate

TradeJobsWorkforce94707 Berkeley, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

serp_jobs.job_alerts.create_a_job

Client Service Associate • 94707 Berkeley, CA, US

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
M&A and Private Equity Associate

M&A and Private Equity Associate

Direct CounselSan Francisco, CA, US
serp_jobs.job_card.full_time
Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in San Francisco. We welcome candidates who are prepared to advise corp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleySan Francisco, CA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Texas Client Partner

Texas Client Partner

VirtualVocationsSan Francisco, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain relationships with clients to drive business growth Identify and pursue new business opportunities wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce94115 San Francisco, CA, US
serp_jobs.job_card.full_time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate, Client Advisory

Associate, Client Advisory

Jordan Park GroupSan Francisco, CA, US
serp_jobs.job_card.full_time
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Associate, Client Advisory

Associate, Client Advisory

PathstoneSan Francisco, CA, US
serp_jobs.job_card.full_time
Requisition Number : ASSOC001357.Location : San Francisco, CA 94111, USA.Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, singl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
PWM Registered Client Service Associate

PWM Registered Client Service Associate

Morgan StanleySan Francisco, CA, US
serp_jobs.job_card.full_time
PWM Registered Client Service Associate.PWM Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Senior Associate - Private Client Services Family Office

Tax Senior Associate - Private Client Services Family Office

EisnerAmperSan Francisco, CA, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Service Associate

Senior Client Service Associate

CibcSan Francisco, CA, US
serp_jobs.job_card.full_time
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate / Senior Associate, Client Service - SFSan Francisco, California, United States

Associate / Senior Associate, Client Service - SFSan Francisco, California, United States

Jordan Park GroupSan Francisco, CA, US
serp_jobs.job_card.full_time
Associate / Senior Associate, Client Service - SF.Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.Our clients have...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Specialist

Client Services Specialist

VirtualVocationsHayward, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Representative who will support the Sales and Operations teams by managing client case assignments and communications. Key Responsibilities Accurately en...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Solutions Associate

Client Solutions Associate

HiveSan Francisco, CA, US
serp_jobs.job_card.full_time
Hive is the leading provider of cloud-based AI solutions to understand, search, and generate content, and is trusted by hundreds of the world's largest and most innovative organizations.The company...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTSan Francisco, CA, US
serp_jobs.job_card.full_time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Edelman Financial EnginesDanville, CA, US
serp_jobs.job_card.full_time
Client Service Associate - Danville, CA - Hybrid.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Associate (2026 Start)

Client Service Associate (2026 Start)

The Trade DeskSan Francisco, CA, United States
serp_jobs.job_card.full_time
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.How? With a media buying platform that helps brands deliver a more insightful and relevan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Solutions Associate - San Francisco, CA (June 2026)

Client Solutions Associate - San Francisco, CA (June 2026)

FactSetSan Francisco, CA, US
serp_jobs.job_card.full_time
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

VirtualVocationsHayward, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Associate - Valuations.Key Responsibilities Cultivate and enhance client relationships through active communication and support Manage and maintain ord...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Representative

Client Services Representative

VirtualVocationsHayward, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Representative responsible for preparing and reviewing property deeds and managing client relationships. Key Responsibilities Supports real estate transa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Associate, Client Service, 2026 (Campus Resume Drop)San Francisco, California, United States

Associate, Client Service, 2026 (Campus Resume Drop)San Francisco, California, United States

AlphaSightsSan Francisco, CA, US
serp_jobs.job_card.full_time
Associate, Client Service, 2026 (Campus Resume Drop).Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? I...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate / Senior Associate, Client Service - SF

Associate / Senior Associate, Client Service - SF

Jordan Park GroupSan Francisco, CA, US
serp_jobs.job_card.full_time
Associate / Senior Associate, Client Service - SF.Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.Our clients have...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30