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Client Services Rep Jobs in California

Client Services Associate Jobs
By Simple DCP At Burbank, CA, United States
• Up-to-date knowledge of video formats and editing workflows
Simple DCP is a leading provider of digital cinema services for independent filmmakers and film festivals.
• Preparing estimates and invoices via QuickBooks Online
• Creating and maintaining message templates to streamline client communication
• Meticulously labeling and cataloguing client source material
• Managing internal databases and syncing with appropriate external databases
Associate - Client Services
By Litman Gregory Wealth Management At Larkspur, CA, United States
Excellent organizational and time-management skills; ability to multi-task and reprioritize work on an ongoing basis. 
Serve as primary client contact for all account, cash flow servicing issues, and other client wealth management-related requests. 
Participate in project teams as needed to support initiatives of the Wealth Management Services team or overall company. 
Gain an understanding of portfolio management, asset allocation, and advising high-net-worth clients on their investments. 
Excellent computer skills. Experience in CRM (i.e., Microsoft Dynamics) and client reporting/billing/portal systems (i.e., Tamarac) preferred.
Responsible for excellent and consistent client experience. 
Client Services Associate Jobs
By TalentWealth At Walnut Creek, CA, United States
An equivalent combination of experience and education in financial services
Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
Solicits and receives orders from the Financial Advisor.
Manager, Client Services Jobs
By Guardant Health At Palo Alto, CA, United States
3+ experience managing or supervising a remote customer service/support team is desired
Help build Client Services strategy, processes and procedures during product launches to operationalize Guardant Health’s Oncology Product Portfolio and Offerings
Manage and coordinate weekly team meetings to update staff on new products and programs, update on procedures and share best practices
6+ years of experience working with customers in pharma, diagnostic, medical device, biotech or healthcare setting is required
Prior experience working within a commercial team is a must
Extensive knowledge of using and designing workflows in SFDC (CRM)
Financial Services Rep Jobs
By Loma Linda University Health At , San Bernardino, 92408, Ca

Shared Services: AC Financial Services - (Full-time, Day Shift) -

Are you looking for a job that allows you to use your customer service skills to make a difference? We are looking for a Client Services Rep to join our team and help us provide exceptional customer service to our clients. If you have a passion for helping people and a knack for problem-solving, this could be the perfect job for you!

What is Client Services Rep Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Ability to handle difficult customer situations
• Knowledge of customer service principles and practices

What is Client Services Rep Qualifications?

• High school diploma or equivalent
• Previous customer service experience
• Knowledge of customer service software, databases, and tools

What is Client Services Rep Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Knowledge of administrative and clerical procedures

What is Client Services Rep Experience?

• Previous customer service experience
• Experience in a call center environment

What is Client Services Rep Responsibilities?

• Respond to customer inquiries via phone, email, and chat
• Provide accurate information about products and services
• Troubleshoot customer issues and provide solutions
• Process orders, forms, and applications
• Follow up with customers to ensure satisfaction
• Update customer information in the customer service database
• Handle customer complaints and escalate issues as needed