Client Services Associate Salaries in Cupertino, CA

Provide reception or front desk coverage when required. The Mailroom Associate is responsible for managing incoming and outgoing mail, packages, and shipping…

$25 an hour

Demonstrate curiosity, sound judgment, and the ability to critically evaluate and responsibly leverage AI-enabled tools in accordance with company policies,…

$26 - $43 an hour

Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

$60,000 - $70,000 a year

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

Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are…

$90,000 - $125,000 a year

Answers all incoming phone calls and handles as appropriate. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on…

$27.70 - $36.62 an hour

3 days ago