Current jobs related to Client Services Associate - San Francisco, California - Exos Partners
-
Client Service Associate
1 month ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide exceptional customer service and administrative support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client accounts...
-
Client Services Associate
4 weeks ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver more insightful and relevant ad experiences for consumers. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.Job SummaryWe are seeking a highly motivated and...
-
Client Service Associate
6 days ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States BNY Mellon Full timeClient Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to support our financial advisors and clients. The ideal candidate will have a strong working knowledge of industry software, systems, and processes, as well as excellent communication and interpersonal skills.The Client Service Associate will be responsible for...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States Business Development Firm Full timeUnlock Your Potential as a Client Service AssociateWe are seeking a highly motivated and results-driven Client Service Associate to join our team at Business Development Firm. As a key member of our sales team, you will play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Prospect for new...
-
Client Service Associate
6 days ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...
-
Associate, Client Service
2 weeks ago
San Francisco, California, United States AlphaSights Full timeAbout AlphaSightsWe bring together ambitious individuals from around the globe to work with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to help clients access expert knowledge, elevate their decision-making, and drive progress by connecting them with niche experts worldwide.Our JourneyFounded in 2008, our...
-
Client Service Associate
1 week ago
San Francisco, California, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research solutions.Job SummaryWe are seeking a highly motivated Client Service Associate to join our team. As a key member of our Client Service team, you will...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support and ensuring the smooth operation of our client accounts.Key...
-
Client Services Associate
2 weeks ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...
-
Client Service Associate
2 weeks ago
San Jose, California, United States Raymond James Financial Services Full timeJob SummaryRaymond James Financial Services is seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is responsible for providing high-quality administrative support to Financial Advisors, their clients, and branch staff. The ideal candidate will have excellent communication skills, be able to multitask, and work...
-
Client Service Healthcare Associate
1 month ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network help clients navigate complex information and turn answers into action.Job SummaryWe are seeking a Client Service Associate to join our team. As a Client Service Associate, you will work closely...
-
Senior Client Service Associate
1 month ago
San Francisco, California, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for providing exceptional service to our high net worth clients, executing complex transactions, and managing client relationships.Key ResponsibilitiesExecute complex...
-
Licensed Client Service Associate
1 month ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional client service and support to clients with guidance from the Banker teams. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key...
-
Senior Client Service Associate
2 weeks ago
San Francisco, California, United States CIBC Full timeWe're seeking a skilled Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for executing complex transactions and providing exceptional client service to high net worth clients.Responsibilities:Prepare and process new account paperworkOpen new accounts and sub-accountsCash transaction...
-
Healthcare Client Service Associate
2 weeks ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide real-time data and insights to drive business success.Job SummaryWe are seeking a Client Service Associate to join our team. As a key member of our Client Service team, you will work...
-
Senior Client Service Associate
4 weeks ago
San Francisco, California, United States CIBC Full timeJob Title: Senior Client Service AssociateWe're seeking a highly skilled and experienced Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for providing exceptional service to our high net worth clients, executing complex transactions, and providing oversight on client portfolios.Key...
-
Licensed Client Service Associate
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a key role in our Private Client Coverage team, responsible for delivering exceptional wealth management services to clients. This role requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management...
Client Services Associate
2 months ago
About EXOS:
EXOS stands at the forefront of human performance, a domain we pioneered over two decades ago. For 20 years, we have partnered with elite individuals, teams, and communities, driving them to achieve exceptional performance levels. Our approach is rooted in sports science and innovative tools across various domains, including mindset, nutrition, movement, and recovery.
Today, EXOS employs a diverse team of over 4,000 professionals across more than 400 locations globally. Our award-winning facilities, sports medicine clinics, and advanced services connect individuals with the solutions they require. We deliver comprehensive strategies tailored to all skill levels and sports, grounded in proven principles and research, empowering individuals to take charge of their health and performance. Our clientele includes prominent figures in business, technology, health, community organizations, and world-class athletes.
Company Culture:
At EXOS, we uphold core values of humility, teamwork, and tenacity. We are dedicated to fostering an inclusive workplace where every team member feels empowered to thrive and express their authentic selves. We celebrate the diverse voices and perspectives within our team, recognizing that diversity in age, race, ethnicity, gender identity, sexual orientation, veteran status, and national origin enhances innovation and fosters a sense of belonging.
Position Overview:
We are looking for a Member Services Representative to enhance our team. In this role, you will:
- Address and resolve customer inquiries and concerns.
- Promote the Center through community engagement and outreach.
- Drive revenue growth by marketing club services to prospective members.
- Provide an outstanding customer service experience for club members.
- Support membership retention through active member engagement.
- Conduct personalized tours for potential members.
- Perform additional tasks as required.
Qualifications:
The ideal candidate will possess:
- A minimum of one year of experience in a customer service role.
- A vibrant personality: enthusiastic, energetic, and approachable.
- Strong multitasking abilities; goal-oriented and self-motivated.
- The capacity to connect with, inspire, and motivate others through excellent listening and interpersonal skills.
- Exceptional verbal and written communication skills.
- Professional demeanor: polished appearance and phone etiquette.
- Flexibility to work evenings, weekends, and holidays.
Physical Requirements:
Candidates must be able to lift up to 50 pounds unassisted repeatedly throughout the workday. Frequent movement around the facility, including demonstrating and assisting with exercise movements, as well as bending, stretching, lifting, pushing, pulling, and squatting, will be required daily.
To ensure the health and safety of our community, EXOS mandates that all successful applicants provide proof of full vaccination against COVID-19 prior to commencing employment, unless an exemption has been granted.
Commitment to Diversity:
EXOS is proud to be an equal opportunity employer. We value diversity and encourage all qualified applicants to apply, regardless of race, creed, gender, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws. We provide reasonable accommodations for employees and applicants with disabilities.