Client Services Associate Salaries in California

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

12 days ago

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

Proficiency in Excel, Outlook, CRM tools, and money movement processes. Execute cash management activity, including wires, ACHs, and security transfers.

$80,000 - $90,000 a year

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year

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

11 days ago

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

$80,000 - $110,000 a year