Talent.com
Client Services Associate

Client Services Associate

VirtualVocationsSanta Clara, California, United States
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

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 order pipeline, tracking customer inquiries in the system

Identify, research, and resolve customer issues while providing product and service information

Required Qualifications

High school diploma or equivalent

Quality customer service skills

Computer literate with the ability to learn customer service software applications

Proficient in Microsoft Suite, including Office, Teams, and Excel

Ability to maintain a positive and professional business relationship with clients and internal staff

serp_jobs.job_alerts.create_a_job

Client Service Associate • Santa Clara, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Institutional Client Relationship Associate - West

Institutional Client Relationship Associate - West

Allspring Global InvestmentsSan Francisco, CA, United States
serp_jobs.job_card.full_time
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Specialist

Client Services Specialist

VirtualVocationsSan Jose, 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 Service Associate - Entry Level

Client Service Associate - Entry Level

InvictusPleasanton, CA, US
serp_jobs.job_card.full_time
We’re hiring a motivated Entry-Level Client Service Associate to join our dynamic team! This full-time position is perfect for recent graduates or individuals eager to launch a rewarding care...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
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
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 Associate- Transaction Advisory Services (TAS)

Senior Associate- Transaction Advisory Services (TAS)

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're starting out in your career or taking your next step as a seasone...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
Client Services Associate

Client Services Associate

TradeJobsWorkforce94172 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
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
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyBurlingame, 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) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

VirtualVocationsSan Francisco, 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 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

Client Service Associate

Morgan StanleyScotts Valley, CA, US
serp_jobs.job_card.full_time
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...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 Services Manager - Remote

Client Services Manager - Remote

PayNearMeSanta Clara, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
At PayNearMe, we’re on a mission to make paying and getting paid as simple as possible.We build innovative technology that transforms the way businesses and their customers experience payment...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Coordinator

Client Coordinator

DivcoWestSan Francisco, CA, US
serp_jobs.job_card.full_time
CLIENT COORDINATOR, CAPITAL STRATEGIES & FORMATION.Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Me...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Representative

Client Services Representative

VirtualVocationsSanta Clara, 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 / 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