1mo
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Associate, Client Accounting Services - Family Office
Frisco or Dallas or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$60k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year progressive accounting/bookkeeping experience, CPA eligible preferred, proficient with Microsoft Office, QuickBooks preferred, familiar with GAAP, strong client service and project management skills.
Microsoft Office, QuickBooks
2mo
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Client Associate / Senior Client Associate - Neuberger Wealth
San Francisco, California, United States
$80k-$100k/yr OnsiteFull Time
2+ YOE2+ years client service in financial services; undergraduate degree; SIE, Series 7 and 66 licenses; Salesforce and MS Office experience beneficial.
Microsoft Office, Salesforce
2w
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
4d
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
1mo
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Client Associate
Palo Alto, California, United States
$73k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business/Finance/Accounting, 1+ years client service experience, Series 7 and 66 (or obtain within 6 months; UBS sponsors), proficiency in Microsoft Office Suite, strong written and verbal communication.
Microsoft Office Suite
1d
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
2w
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
3mo
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Client Relations Associate
San Francisco, California, United States
$55k-$70k/yr OnsiteFull Time
2+ YOE2+ years in account management or client-facing roles in tech; degree preferred; strong communication and organization; proactive; Jira a plus; independent in fast-paced environments.
Jira
4d
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
1w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
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.
1mo
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Registered Wealth Management Client Associate
Mill Valley, California, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted or obtainable), advanced investment product knowledge, strong client-service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
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.
CRM, Microsoft Excel
6d
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Senior Associate - Investor Services (Remote, US West Coast)
San Francisco, California, United States
$70k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree, 4+ years in investor services/private equity/accounting, strong analytical and client-service skills, proficiency with Microsoft Outlook/Excel/Word, ability to manage high-volume detailed work under deadlines.
Microsoft Outlook, Microsoft Excel, Microsoft Word, PowerU, MyCampus
2mo
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Registered Client Service Associate
Palo Alto, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and 65; two+ years industry experience; knowledge of financial products; strong communication and organizational skills.
Microsoft Office, Word, Excel, PowerPoint, Outlook
4w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
2mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1mo
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Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
1mo
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Associate
San Francisco, California, United States
$86k-$92k/yr OnsiteFull Time
Bachelor's degree required; strong analytical and communication skills; proficiency in Microsoft Word and Excel; client-service orientation and ability to multi-task. 1-2 years client service experience preferred. Firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
2mo
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Tax Associate - (Hybrid: San Francisco CA)
San Francisco, California, United States
$81k-$95k/yr HybridFull Time
1+ YOEPrepare taxes for high-net-worth individuals, trusts, and businesses; 1-3+ years public accounting; CPA or EA a plus; Bachelor's in Accounting; strong client service; ability to multitask in a fast-paced tax environment.
CCH Axcess, Workflow, Practice, SafeSend
3w
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Sr. Associate, Advisor
San Rafael, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, bachelor’s degree required, CFP completed or willing to pursue, Series 65 required or obtainable within 90 days, strong communication, organization, and client service skills.
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