50 client accounting services associate jobs at 19 companies in Sun City, CA
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Client-service role supporting financial advisors; requires high school diploma/GED, client-facing experience, familiarity with investment products, and ability to learn industry platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
2mo
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and Series 63 or 66 required, proficient in Microsoft Office, strong clerical, customer service and communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
4d
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Sr. Client Service Associate - Newport Beach, CA
Newport Beach, California, United States
$30-$50/hr OnsiteFull Time
3+ YOEActive Series 7 or Series 66 required; 3+ years supporting wealth management advisors in client-facing financial services roles. Requires strong organization, communication, compliance, and problem-solving skills.
Microsoft Office, CRM
1w
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Senior Client Service Account Associate
Irvine or Plano or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, prioritization, client partnership, and risk evaluation skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
2mo
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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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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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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, direct marketing knowledge, communication and presentation skills, analytics interpretation, organization, problem-solving, and Microsoft Office proficiency. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Epsilon PeopleCloud, CORE ID
3w
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
2w
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Tax Associate
Temecula, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
High school diploma/GED, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
1mo
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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
3w
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Associate Financial Advisor
Irvine, California, United States
$75k-$91k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
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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
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Associate Account Manager, Personal Lines
Cypress, California, United States
$40k-$55k/yr OnsiteFull Time
1+ YOEProvide customer service and account support for personal insurance clients; assist with policy changes, renewals, claims, and documentation. California P&C license preferred; ~1 year client-facing experience and Microsoft Office proficiency.
Microsoft Office
1mo
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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
1mo
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Customer Support Associate (Part Time, Contract)
Laguna Beach, California, United States
$75k/yr RemotePart Time, Contract
1+ YOE1–3 years in customer success, account management, client services, or relationship-focused work; strong written communication, organization, responsiveness, and comfort working across time zones.
CRM, HubSpot, Salesforce
1w
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Relationship Manager Associate CRB
Irvine, California, United States
$87k-$139k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent, plus 2+ years of financial services and credit experience. Requires commercial credit, credit analysis, accounting, sales, communication, and client relationship skills.
1mo
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Account Manager - Commercial Lines
San Marcos, California, United States
$79k-$100k/yr HybridFull Time
6+ YOEAssociate's degree or equivalent, valid insurance license, 6+ years related experience, proficient with Microsoft Office, strong communication and client-service skills.
Microsoft Office
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