Client Associate Salaries in San Mateo, 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

A client-centric mindset and consistently acts in the clients’ best interests. Undergraduate degree or equivalent practical experience.

$90,000 - $105,000 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

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

Helping you develop transferable commercial and client management skills spanning professional communications, negotiation, persuasion, project and time…

$80,000 - $110,000 a year