Client Services Associate Salaries in Carlsbad, CA

Must be logged into CS Call Queue and be available for incoming calls to main phone line as well as direct line. Handling Physician Call Back Requests.

$42,400 - $63,600 a year

2 days ago

Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence,…

$32.21 - $44.27 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

Manage a high volume of incoming phone calls and emails, addressing client questions, concerns, and appointment requests efficiently.

$22 - $24 an hour

4 days ago

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

8 days ago