Client Associate Salaries in Burlingame, CA

Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.

$27.38 - $39.12 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$34,320 - $90,000 a year

Proficiency in Excel, Outlook, CRM tools, and money movement processes. Maintain accurate client data in portfolio/accounting systems; monitor transactions and…

$80,000 - $90,000 a year

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

9 days ago

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$34,320 - $90,000 a year

This paid position offers an exciting opportunity to develop your skills in project management, customer relationship management (CRM), and SaaS (Software as a…

$59,891.25 - $68,901.30 a year