Client Liaison Salary in San Francisco, California

About this position: •Department: Retail •Location (City/State): Emeryville, CA •Employment Type: PT/Flex About us: Security Industry Specialists, Inc. (SIS) provides security solutions to some of the most recognized companies and brands in the world. We deliver services that consistently exceed those of our peers. We accomplish this through innovation, constant process improvement, and an uncompromising commitment to hiring, retaining, and rewarding the best talent available. About the role: The Security Specialists, under the direct supervision of the Shift Supervisor, ensures SIS standards and policies are met in overall field services, operations and functions in assigned area such as: site inspections, emergency response, camera review, client liaison, and special projects as assigned. All duties must be performed in accordance to client policies and procedures and all state and federal regulations. In this role, your responsibilities will be: •Provide a safe and professional work

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when processing re

Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outst

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when proc

Client Service Associate Wealth Management Firm Redwood City, California Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional relationships will be important for success in the position. RESPONSIBILITES: Administrative Duties: Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to ensure the efficient operation of the office environment. Client Support (40%): Act as a liaison between clients and advisors, addressing inquiries and resolving issues related to administrative matters. Assist clients with completing necessar

Client Service Associate Wealth Management Firm Redwood City, California Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional relationships will be important for success in the position. RESPONSIBILITES: Administrative Duties: Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to ensure the efficient operation of the office environment. Client Support (40%): Act as a liaison between clients and advisors, addressing inquiries and resolving issues related to administrative matters. Assist clients with completing necessar