Showing 1-20 of 24
Showing 1-20 of 24

Client Service Associate jobs near Foster City, CA

Fisher Investments-San Mateo, CAEst. salary: $25,000 - $32,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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...

Polaris Greystone Financial Group-San Rafael, CAEst. salary: $33,000 - $45,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

We are seeking a *Client Service Associate*. Under general supervision, the Client Service Associate performs critical support tasks including opening,...

Mercer Advisors-San Francisco, CAEst. salary: $34,000 - $45,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Essential Job Functions for the Client Associate include:. The Client Associate supports the Client Advisor in servicing the needs of high net worth clients....

Morgan Stanley-San Mateo, CAEst. salary: $26,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support. Job....

Morgan Stanley-Menlo Park, CAEst. salary: $25,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support. Job....

Morgan Stanley-Palo Alto, CAEst. salary: $25,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support....

UBS-San Mateo, CAEst. salary: $34,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client service experience. Are you truly service oriented? Keep management systems up-to-date with client information....

UBS-Palo Alto, CAEst. salary: $33,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client service experience. Are you truly service oriented? Keep management systems up-to-date with client information....

UBS-San Francisco, CAEst. salary: $41,000 - $57,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Keep management systems up-to-date with client information. Help with the preparation of reports and other materials for client meetings....

Morgan Stanley-San Francisco, CAEst. salary: $25,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support....

First Republic Bank-Menlo Park, CAEst. salary: $27,000 - $36,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

In addition to onboarding accounts, the associate is responsible for working with the Client Service Associates to maintain client accounts across a variety of...

Morgan Stanley-Oakland, CAEst. salary: $22,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support....

UBS-San Francisco, CAEst. salary: $33,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client service experience. Are you truly service oriented? Keep management systems up-to-date with client information....

First Republic Bank-San Francisco, CAEst. salary: $29,000 - $40,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events);...

Arthur J. Gallagher & Co-San Francisco, CAEst. salary: $32,000 - $41,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor....

Pacific Placement-Menlo Park, CASalary: $75,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Analyst will be a key link between the Research Team and our portfolio managers. The Analyst is responsible for understanding the investment views of the

Edelman Financial-Santa Clara, CAEst. salary: $33,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct contact with clients, vendors,...

Edelman Financial Services-Santa Clara, CAEst. salary: $35,000 - $45,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct contact with clients, vendors,...

Glass Lewis-San Francisco, CAEst. salary: $40,000 - $57,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Glass, Lewis & Co., the leading independent investment research and proxy advisory firm based in San Francisco, is currently seeking to hire a full-time Client...

UBS-San Francisco, CAEst. salary: $39,000 - $50,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client service experience. Are you truly service oriented? Keep management systems up-to-date with client information....


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