Client service associate jobs in Sacramento, California (CA) State

A TPA Grant Writing and Funding Advocacy Associate is a client service position, working directly with the relevant Senior Associates, Grants Manager, and Vice President to serve a large and varied client base in the areas of grant writing and funding advocacy. Ability to anticipate and seize cre...

Our client is looking for a Client Service Associate. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus. Passion to help new and existing clients. ...

Act as the primary point of contact for clients; track and solve client issues. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients....

Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Associate (CSA) in our San Francisco office. Manage individual client web portals and educate clients on the relevant capabilities and services. Acting as a key point of contact for client service ...

Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset offers individuals and families access to a comprehensive suite of family office serv...

As Operations Client Service, Officer you will. This role will deal with day to day client deliveries, inquiry management, offshore team engagement, and strategic initiatives. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Work with mana...

The Client Service Operations Senior Associate oversees operational activities and client inquiries for some of our largest Asset Owner clients on the West Coast. This role monitors and helpsern the performance of all business unit shared service teams, Global CoEs and Service Delivery operations...

The Client Service Operations Senior Associate oversees operational activities and client inquiries for some of our largest Asset Owner clients on the West Coast. This role monitors and helps govern the performance of all business unit shared service teams, Global CoEs and Service Delivery operat...

As Associate Director of Measurement & Analytics this role will be pivotal in managing development of research strategy and ad effectiveness measurement across client campaigns, informing in-flight optimizations, and building higher level learnings to inform future planning. Guide internal agency...

Answering incoming calls to (they do not receive many calls, so this position will be up and moving around a lot handling other duties and tasks around the office).Receiving incoming mail and distributing it to the office.Meet and greet clients that come into the office with a really friendly & p...

Customer Service Representative. Additionally, the representative will manage inbound and outbound calls, handle escalated issues, update information in our CRM, and deliver outstanding customer service. Maintain professional relationships with customers through ongoing excellent customer service...

Obtaining updated client exposures for marketing purposes. Preparing proposals and recommendations of insurance coverage to clients. Billing clients and following up on payments. Meeting with clients to present renewals with broker or Account Executive involvement. ...

Receptionist (Stay Housed LA Coalition). One (1) year minimum experience as a receptionist or similar “first point of contact” representative. Include “Stay Housed LA Receptionist” in the subject line. ...

Administrative Assistant - Leading Real Estate Firm - Onsite in West Los Angeles - $70-80K. The Administrative Coordinator will be supporting an Operations Director, as well as their existing team with a variety of projects, as well as with heavy administrative responsibilities. ...

Assist with other administrative tasks as assigned by supervisors. ...

An employer in the San Diego area is looking for a Corporate Receptionist. ...

We are seeking an Executive/Administrative Assistant to perform a variety of administrative tasks and support our team and our executive-level managers while we scale and grow our business. Administrative Assistant role or equivalent work experience, preferably for senior-level management and/or ...

Receptionist (Part-Time, ~20 hours per week). Reporting to the Director of Human Resources, the Receptionist will facilitate and maintain all general office duties, as well as help individuals with projects when necessary. ...

Provide administrative support. ...

A salary of up to 85K will be paid for a Legal Administrative Assistant who will provide a mix of administrative support to the attorneys and staff. Other administrative functions as assigned. ...

We have a larger non-profit in the San Francisco Bay Area seeking a strong Executive Assistant to support their Executive Office. Ideal candidate will have 10+ years of Executive Assistant experience supporting someone at the "C" Suite and has a passion for keeping executives organized. Degree an...

All sales associates are expected to have comprehensive knowledge of sales associate level expectations for the sales floor, clienteling, cashiering, and inventory operations. The part-time sales associate position contributes to the stores success by ensuring customer service and store standards...

We are looking for a friendly Receptionist for our Sacramento Office to be responsible for greeting clients and visitors to our office. Prior experience as a receptionist is also helpful. Receptionist Responsibilities:. Prior experience as a receptionist or in a related field. ...

ISC’s team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. Responsibilities will include providing portfolio analysis, investment research, client presentations, analytical support and ...