Client Services Associate Salaries in Lafayette, 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

Decisions will be determined on a case-by-case basis. We are excited to offer a competitive total rewards package which includes health and welfare benefits,…

$35,600 - $66,200 a year

7 days ago

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

6 days ago

Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…

$70,000 - $80,000 a year

8 days ago

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

Bachelor’s degree or equivalent professional experience in business, finance, economics, communications, operations, or a related field.

$85,000 - $110,000 a year

12 days ago