Current jobs related to Client Services Associate - San Jose, California - Yama Ebrat - State Farm Agent


  • San Jose, California, United States Raymond James Financial Services Full time

    Job 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...


  • San Jose, California, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team is dedicated to helping clients pursue their life goals through personalized advice and guidance.Key ResponsibilitiesProvide exceptional client service support to...


  • San Jose, California, United States ATR International Full time

    Position Overview:ATR International is looking for a dedicated Customer Support Specialist II to join our team. This role is essential in providing exceptional assistance to our clients and franchisees through various communication channels including phone calls, emails, and written correspondence.Key Responsibilities:• Deliver outstanding support to...


  • San Diego, California, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateRemoteLink Solutions, a subsidiary of TalentLink Solutions, is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, handling client inquiries, and performing various...


  • San Diego, California, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...


  • San Jose, California, United States Bank of America Full time

    Job Title:Registered Wealth Management Client AssociateJob Summary:As a Registered Wealth Management Client Associate, you will play a critical role in providing exceptional client service and support to our Financial Advisors and their clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the...


  • San Francisco, California, United States The Trade Desk Full time

    About 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...


  • San Francisco, California, United States TalentLink Solutions Full time

    Job 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...


  • San Francisco, California, United States BNY Mellon Full time

    Client 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...


  • San Jose, California, United States Bank of America Full time

    Job Title: Registered Wealth Management Client AssociateAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.This role is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and...


  • San Francisco, California, United States TalentLink Solutions Full time

    Job 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...


  • San Jose, California, United States RBC Capital Markets, LLC Full time

    Job SummaryAt RBC Wealth Management, we're committed to helping our clients thrive and communities prosper. As a Branch Service Manager, you'll play a key role in achieving this goal by overseeing branch staff and operations, ensuring seamless communication of policy and procedural changes, and building strong relationships with clients.Key...


  • San Francisco, California, United States Business Development Firm Full time

    Unlock 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...


  • San Diego, California, United States Vets Hired Full time

    About the RoleAt Vets Hired, we're seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for maintaining accurate and up-to-date management systems, educating clients on our services and capabilities, and providing exceptional support to our clients.Key...


  • San Jose, California, United States Santa Clara County Housing Authority Full time

    Job SummaryWe are seeking a highly skilled Senior Client Services Specialist to join our dynamic team at the Santa Clara County Housing Authority. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, working closely with the administration of rental assistance programs, and collaborating with team...


  • San Francisco, California, United States TalentLink Solutions Full time

    Job 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...


  • San Francisco, California, United States AlphaSights Full time

    About 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...


  • San Diego, California, United States PIMCO Full time

    Job Title: Client Service AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...


  • San Francisco, California, United States BNY Mellon Full time

    About 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...


  • San Francisco, California, United States Stifel Financial Full time

    Job 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 months ago


San Jose, California, United States Yama Ebrat - State Farm Agent Full time
Job Overview

Compensation and Benefits:

  • Performance-based bonuses
  • Employee discounts available
  • Complimentary snacks and beverages

Position Summary:
This role is not remote.

Are you seeking a part-time opportunity that offers rewarding work and competitive pay? Explore a position within a State Farm Agent's office.


Key Responsibilities:

  • Deliver timely, precise, and courteous customer service. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
  • Support clients with their claims.
  • Process payments, document interactions, and maintain updated accounts.

As a member of the Agent's team, you will benefit from:

  • Hourly wage along with commission and bonuses.

Qualifications:

  • Strong communication abilities, including written, verbal, and listening skills.
  • Capability to handle multiple tasks efficiently.
  • Accountability and reliability.

If you are driven to excel and envision yourself in this position, we encourage you to submit your application. We will reach out regarding the subsequent steps in the interview process.


This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete any relevant licensing requirements and training programs. State Farm agents operate as independent contractors who employ their own staff. Employees of State Farm agents are not employees of State Farm.