Client Service Associate in California

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Client Service Associate

Law Office of David P. Shapiro

San Diego, california

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Job Type: working hour is flexible and Salary: $27-39 /hour

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings

• Maintain CRM/Salesforce with up-to-date with client information

• Assist with various documentation requirements for new business

• Manage account activities that are operational in nature – new...

Full-time
Associate Director, Client Services - Digital
Bully Pulpit International
San Francisco, california
Location: San Francisco (Hybrid)
Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and eleven offices — Berlin, Brussels, Cologne, Chicago, D.C., Geneva, London, New York, Oslo, San Francisco, and Zürich. 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.
We are seeking a Full-Time Associate Director with a digital advertising background. In this position, you will work closely with 1. clients to identify their needs or challenges and 2. our internal teams to recommend and execute marketing and communications strategies across paid and owned media (social...

Full-time
Associate, Client Services - Digital
Bully Pulpit International
San Francisco, california
Location | San Francisco - Hybrid
Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and ten offices — Berlin, Brussels, Chicago, D.C., Düsseldorf, London, New York, Oslo, San Francisco, and Zürich. 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.
The Impact You Will Make
You understand the big picture and can effectively communicate how it impacts varying audiences in both written and oral form. Learn how an agency works and thrive in an environment with lots of moving pieces. You will have a part of multiple projects across different initiatives. You will be...

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