Client Service Associate
2 weeks ago
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM Prepares custodian paperwork, facilitates account updates and communicates with clients on status Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks Participates in team meetings and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Other duties, as assigned Qualifications Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred) 2+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com. Job Features Job Category: Client Service & Operations Apply Online Attach Resume * #J-18808-Ljbffr
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Client Service Associate
1 week ago
Campbell, California, United States Beacon Pointe Full timeClient Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high net worth individuals, families, and institutions.Responsibilities:Respond to client...
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Client Service Associate
1 month ago
Campbell, United States Beacon Pointe Advisors Full timeJob DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...
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Client Service Associate
1 month ago
Campbell, United States Beacon Pointe Advisors Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...
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Client Service Partner
4 weeks ago
Campbell, United States Corporation Service Company Full timeJob DescriptionClient Service Partner Santa Clara, California Monday-Friday, 9:00am - 6:00pm PST Hybrid Believe in doing work you can be proud of? We're the same. As a Client Service Partner, you will be responsible for working with taking and fulfilling orders, as well as managing a portfolio of domain names. Additionally, you will be working with the...
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Client Service Representative
4 weeks ago
Campbell, California, United States Interim HealthCare Full timeClient Service RepresentativeAt Interim HealthCare, we value our Client Service Representatives for the vital role they play in delivering exceptional care to our clients. As a Client Service Representative, you will be part of a team that prioritizes work-life balance and provides opportunities for growth and development.Key Responsibilities:Assist in...
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Client Service Representative
3 weeks ago
Campbell, United States Interim HealthCare Careers Full timeClient Service Representative (CSR) Location: Campbell, CA Wage: $23.00 - $27.00/Hour Schedule: Monday - Friday 8a-5p Experience a culture that values CSRs for the vital role they play. At Interim HealthCare®, you’ll be part of an organization that cares for its employees as much as the clients and patients they serve. Since 1966, Interim HealthCare...
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Client Service Liaison
3 weeks ago
Campbell, California, United States Banfield Full timeJob SummaryAt Banfield, we're committed to delivering exceptional client care and service. As a Client Service Coordinator, you'll play a vital role in ensuring our clients receive the highest level of care and attention. Your primary responsibility will be to act as a liaison between our hospital and clients, providing support and guidance to ensure a...
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Client Service Coordinator
2 months ago
Campbell, United States Banfield Full timeLive and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary me Client Service, Coordinator, Service, Skills, Hospital, Client, Animal Care, Retail
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Client Service Representative
1 month ago
Campbell, California, United States VCA Animal Hospitals Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Service Representative to be the face of VCA Animal Hospitals. As a key member of our team, you will play a vital role in delivering exceptional customer service and ensuring a positive experience for our clients and their pets.Key ResponsibilitiesProvide exceptional customer service,...
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Client Service Representative
3 weeks ago
Campbell, California, United States VCA Animal Hospitals Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Service Representative to join our team at VCA Animal Hospitals. As the face of our practice, you will be responsible for delivering exceptional customer service to our clients and their pets.Key ResponsibilitiesGreet visitors, answer telephones, and guide clients and their pets to exam...
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Client Service Specialist
2 weeks ago
Campbell, California, United States Madison Reed Hair Color Bar Full timeJob Title: Client Service SpecialistJoin our team at Madison Reed Hair Color Bar as a Client Service Specialist and provide a seamless guest experience from arrival to departure. As a liaison between guests and the Hair Color Bar team, you will be responsible for greeting guests, checking them in, and ensuring they have a smooth and enjoyable experience.Key...
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Veterinary Client Service Coordinator
1 month ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout Us:Ethos Veterinary Health is a leading network of specialty and emergency hospitals dedicated to delivering exceptional care to pets. As a premier veterinary healthcare provider, we strive to set the standard in veterinary excellence.Job Summary:We are seeking a highly skilled and compassionate Client Service Coordinator to join our team. The...
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Veterinary Client Service Coordinator
2 weeks ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout UsEthos Veterinary Health is a leading network of specialty and emergency hospitals across North America, dedicated to delivering compassionate, unparalleled care and rewarding careers. Our team of over 1,500 specialized doctors utilizes state-of-the-art technology and a scientific, evidence-based approach to provide exceptional patient care.Job...
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Client Relationship Specialist
2 weeks ago
Campbell, California, United States Allworth Financial Full timeAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Job...
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Veterinary Client Service Coordinator
16 hours ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout UsSage Campbell is a leading veterinary hospital specializing in various areas of veterinary medicine, utilizing the latest knowledge and treatments to provide exceptional care for our patients.Our Campbell location offers a range of services, including Emergency, Critical Care, Urgent Care, Surgery, Oncology, Internal Medicine, Neurology, and Physical...
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Retail Sales Associate
1 month ago
Campbell, United States Elements Massage Full timeOverview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $18.55 to 20.00 per hour depending on experience Bonuses based on monthly conversion numbers Preventative Medical insurance A...
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Client Service Representative PC Specialist
2 days ago
Campbell, California, United States Gentiva Personal Care Full timeAbout Gentiva Personal CareGentiva Personal Care is a leading provider of home health and personal care services. Our mission is to deliver high-quality care and support to patients and their families, while also providing a positive and rewarding work environment for our employees.Job SummaryWe are seeking a highly skilled and compassionate Client Service...
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Sales & Customer Service Associate
3 months ago
Campbell, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Campbell- 1875 S Bascom Ave #650, Campbell, CA 95008 Do you have a passion for helping others? At the Massage Envy Campbell franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and...
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Regional Customer Service Associate
2 weeks ago
Campbell, California, United States IST Management Full timeRegional Customer Service AssociateAbout the Role:We are seeking a highly skilled and customer-focused Regional Customer Service Associate to join our team at IST Management. As a key member of our office support team, you will be responsible for providing exceptional customer service to our clients and internal stakeholders.Key Responsibilities:Provide...
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Client Relationship Manager
2 months ago
Campbell, California, United States Joe Frangieh - State Farm Agent Full timeJob OverviewBenefits:401(k) plan401(k) matching contributionsPerformance-based bonusesCompetitive salary structureDental coverageHealth insurance optionsCareer advancement opportunitiesPaid time off policiesComprehensive training and development programsROLE SUMMARY:As a Client Relationship Manager at Joe Frangieh - State Farm Agent, you play a crucial role...