52 client services associate jobs at 31 companies in Patterson, CA
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yrOnsiteFull Time
BillionToOneNASDAQ: BLLN: Develops molecular diagnostic tests for prenatal and oncology care
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma (college preferred); detail-oriented with strong client service, writing and interpersonal skills; advanced Microsoft Office proficiency; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High School Diploma required; college degree preferred; willingness to obtain Series 7, Series 66 or 63, and Series 65; strong computer and client service skills.
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yrOnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2+ years relevant experience, strong organizational and communication skills, client-facing experience, knowledge of investments/banking/credit products, ability to analyze data and meet deadlines; Series 7/63 or 7/66 required or willing to obtain within 150 days; Bachelor's degree or equivalent.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
Allied Universal: Global provider of physical security and facility management services.
2+ YOE2+ MgmtBachelor/Associate/HS + relevant years of management experience (2–5 years), driver’s license for business driving, proficiency with Microsoft Office and BI tools, strong communication, financial and team management skills.
Microsoft Office, Business Intelligence Platform, AI technology
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA
Santa Clara, California, United States
$29-$40/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Valid Series 7 required (or obtained within 60 days); SIE if registered after Oct 1, 2018; Series 66 or 63/65 and Life & Health insurance license must be obtained within 60 days. Client service, operational, compliance, and account servicing skills.
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yrHybridFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
rag & bone: Designs and retails premium fashion apparel and accessories.
Part-time (20-30 hrs/wk). Prior client-centric sales experience preferred, strong product knowledge, customer service and selling skills, POS proficiency, ability to assist with merchandising and inventory.
Turning Point Community Programs: Delivers mental health and social services to California communities.
1+ YOEHigh school/GED and 1+ year direct mental health services experience preferred; requires California driver\u0019s license, vehicle insurance, ability to transport clients, documentation and crisis intervention skills, and on-call availability.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1+ years retail or client-focused experience; ability to lift up to 50 lbs; strong organization, communication, punctuality; available nights, weekends, and holidays.
KPMG: Global professional services network providing audit, tax, and advisory.
3+ YOE3+ years sales and transactions tax experience, bachelor's degree (or advanced tax degree), strong multi-state tax and refund claim knowledge, client service and research skills.
Associate Clinician ASW AMFT APCC - Mental Health 135
Modesto, California, United States
$70k-$87k/yrOnsiteFull Time
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
1+ YOECA BBS-registered ASW/AMFT/APCC; Master's in Social Sciences; 1 year direct service with mentally ill individuals; valid driver’s license and personal vehicle insurance; willingness to use personal or company vehicle for client transportation.
SMCPEuronext Paris: SMCP: Designs and retails accessible luxury fashion and accessories worldwide.
1+ year retail or customer-service experience; strong communication, styling and client-relationship skills; flexible availability including evenings, weekends, and holidays; sales-driven and team oriented.