Client Services Associate Salaries in Rancho Santa Fe, 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

1 day ago

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

$25 - $44 an hour

7 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

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

$32.21 - $44.27 an hour

Conduct proactive outreach to customers through phone calls, email communications, and virtual meetings. This entry-level role serves as a primary point of…

$55,000 - $65,000 a year

Bachelor’s Degree in Accounting or equivalent field. Master’s Degree in Taxation or relevant field. Prepare and independently review client financial statements…

3 days ago