2w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
3w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Microsoft Office, Google Suite
1w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
3d
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
5d
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
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).
1w
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Senior Registered Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$55k-$80k/yr OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE, Series 7 and state registrations; strong communication, CRM and Excel skills; ability to manage onboarding, trading, and advisor support.
Client Relationship Management (CRM), Microsoft Excel
3w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
2mo
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Private Wealth Associate
San Diego, California, United States
$72k-$77k/yr OnsiteFull Time
1+ YOEBachelor’s degree; strong analytical and communication skills; client-focused; proficient in Word and Excel; 1-2 years client service experience; firm sponsorship for SIE, Series 7, Series 63.
Word, Excel
3w
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Associate Relationship Manager, Banking Services (Remote)
Santa Ana or Washington
$85k-$113k/yr RemoteFull Time
3+ YOEBachelor's degree or equivalent, minimum 3 years related experience in banking/financial services, strong client service and communication skills, knowledge of deposit accounts, treasury management, onboarding, and account maintenance.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years in client service, preferably financial services; strong communication and organizational skills; proficient in Excel/Outlook; FINRA licenses 7 & 63 within 90 days.
Excel, Word, Outlook, CRM, Appian, Archer
2mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years client service experience in financial services; strong communication; proficient in Excel, Word, and Outlook; CRM, Appian and Archer preferred; FINRA Series 7 & 63 within 90 days preferred.
Excel, Word, Outlook, CRM, Appian, Archer
5d
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Treasury Management Associate
Irvine, California, United States
$70k-$80k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years banking/treasury/cash management experience, strong client service and communication, Microsoft Office proficiency, working knowledge of banking regulations and operational procedures.
Microsoft Office
5d
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Wealth Management Associate
Newport Beach, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, Series 7 and Series 66 or Series 63+65 required, four-year degree preferred, strong client service, leadership, MS Excel and platform proficiency, excellent communication and organizational skills.
MS Office, MS Excel, MS Online
3d
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Part Time Associate Banker Temecula Valley (30 hours)
Menifee, California, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open accounts, handle cash, learn products quickly, and communicate clearly; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
1mo
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Associate Banking Advisor
San Diego, California, United States
$115k-$195k/yr OnsiteFull Time
5+ YOE5+ years in financial servicing/accounting with client servicing background; formal credit training and ≥1 year credit analysis/underwriting; knowledge of banking products, compliance, and strong analytical and organizational skills.
1mo
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Associate Account Managerr
San Juan Capistrano, California, United States
$70k-$80k/yr FieldFull Time
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
2w
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
2w
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Senior Associate, Customer Success
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yr RemoteFull Time
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.
Salesforce, CRM, ERP
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