Client Services Associate Salaries in Solana Beach, 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

6 days ago

Provides telephone coverage, responds to customer service requests, and completes administrative duties. Maintain keys, gate openers, parking permits, clubhouse…

$21 - $23 an hour

Comfort with technology and AI-assisted tools — we use them daily. Generate and distribute account statements, performance reports, and regulatory…

$65,000 - $85,000 a year

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$50,000 - $60,000 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

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