Senior Client Services Associate Salaries in Walnut Creek, CA

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

Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product…

$89,300 - $145,000 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

Maintain digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.

$80,000 - $111,000 a year

11 days ago

Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are…

$90,000 - $125,000 a year

Master furniture processes by attending sales calls as determined by Sales, assist with budget development, foster relationships with reps and correspondence…

$60,000 - $65,000 a year

3 days ago