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60 E-Trade Client Services Associate Jobs Hiring Near You

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Position Overview Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

SPS North America

Client Services Associate

Toronto, ON · On-site

CA$19 - CA$21/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...

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Sojourn Wealth Management

Be Seen First

Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Morgan Stanley

E*TRADE Risk Officer

Alpharetta, GA

... service capabilities designed to support a strong client experience and connect self-directed ... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ...

Sojourn Wealth Management

Be Seen First

Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages ...

TransPerfect

Client Services Associate

Boulder, CO · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

RH-USA Inc

Client Services Associate

Seattle, WA · On-site

$29 - $33/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to ... Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting)

RH-USA Inc

Client Services Associate

Las Vegas, NV · On-site

$26 - $29/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

RH-USA Inc

Client Services Associate

Nashville, TN · On-site

$28 - $32/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

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Client Services Associate

TeamCivX

Orinda, CA • On-site

Other

Re-posted 9 days ago

Job description

Client Services Team Job Description
About TeamCivX
TeamCivX is California's leader in election strategy and communications for public agencies.
  • We create and execute informational communication strategies for public agencies
  • We help develop revenue measures for the ballot to meet the needs of our clients and the communities they serve
  • We run privately-funded political campaigns to win voter approval for taxes, bonds and other public funding, as well as affordable housing and other needed developments
  • We help elected officials and qualified candidates who reflect our values make their case to their constituents when running for election
We are a fully remote company, with partners and staff throughout California. Applicants must reside in California.
Client Services Associate (CSA)
The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on-message, on-time and error-free, and helping TeamCivX Partners, Client Services Managers (CSMs) and their clients implement communications, outreach and campaign plans on time and as directed.
A typical day for a CSA will involve producing first drafts of messaging materials and supporting CSMs in creating client-specific deliverables, as well as working with our Art and Field Teams to produce direct mail and other materials, and support client and volunteer campaign needs.
Requirements & Qualifications
  • Bachelor's Degree in Political Science, Communications or related field, or equivalent experience
  • Must be California Resident, or willing to relocate upon hire
  • Strong written and verbal communication skills
  • Experience with remote work and comfort working in a fully remote environment
  • Must be able to obtain California Drivers license and be able to travel for client meetings as needed
  • Ability to manage multiple projects simultaneously
  • Experience managing multiple and competing deadlines in a fast-paced work environment
  • Close attention to detail and strong proofreading skills
Roles and responsibilities include:
  • Messaging Development
    • Crafting and finalizing poll-tested, on-message text for handouts, mailers, websites, social media and other materials
    • Overseeing the graphic design or production of these materials, as needed and directed, by graphic designers, web developers, video producers or social media content developers, to ensure timeliness and appropriate messaging
    • Carefully proofreading materials and reviewing all drafts to ensure client-readiness
    • Supporting CSMs in the client review process for all materials to ensure timeliness and secure approvals
  • Client Management Support
    • Adding all relevant client documents to Google Drive and keeping it organized
    • Supporting Partners and CSMs in general client and campaign committee support and responsiveness, as needed and directed
  • Art & Production
    • Supporting overall management of art and design process, to ensure deadlines are met, final materials are on-time, mistake-free, on-message and approved in writing by all required parties
    • Helping create drafts for mail and social media as needed
    • Proofreading all documents before sending to client or production
    • Working with Art Team to execute edits and changes to mailers
    • Reviewing printer proofs
  • Field
    • Supporting Field Team activities to ensure all grassroots efforts, including walking, texting, phone banks, relational outreach and related efforts, are conducted on time, with mistake-free materials, to the correct targeted voters
    • Reviewing and finalizing draft materials, in coordination with CSMs
    • Providing clear and timely direction to Field Team regarding needed scripts, lists, trainings and other documents

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