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350 client associate jobs at 165 companies in Alameda, CA

1w
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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1w
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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1w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
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3d
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Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEAssociate degree,3-5 years client service experience,detail-oriented with strong math/analytical and communication skills; able to manage priorities and work independently; licensing support available.
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1w
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Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Base pay determined by experience, skills, training, location, certifications, and education.
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5d
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
Endsight
Endsight: Managed IT and cybersecurity services for small businesses.
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
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3d
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
Freestone Capital Management
Freestone Capital Management: Independent wealth management firm providing personalized financial planning services.
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
3+ YOE3+ years client service experience in finance; Series 7 and 66 required; Bachelor’s or Master’s in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail; Mandarin a plus.
Microsoft Office Suite
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6d
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
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
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1w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
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
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6d
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Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-service experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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1mo
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Client Services Associate II
Brisbane, California, United States
$27-$39/hr RemoteFull Time
Freenome
FreenomeNASDAQ: FRNM: Develops blood tests for early cancer detection using machine learning.
2+ YOEHigh school diploma, 2+ years client services experience (healthcare preferred). Must be fluent English and Spanish, proficient with Mac/Apple, Google suite, CRM systems (Salesforce), and digital phone tools (8x8/Vonage). Remote work capability required.
Mac, Apple products, 2 factor authentication apps, Google suite, CRM systems, Salesforce, 8x8, Vonage, WestFax
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2d
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
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1w
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
BillionToOne
BillionToOneNASDAQ: BLLN: Develops molecular diagnostic tests for prenatal and oncology care
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Salesforce, Zendesk, CRM, LIMS
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1w
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Client Service Associate - San Francisco
San Francisco, California, United States
$31-$41/hr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1-4 years administrative experience (financial services preferred); strong Microsoft Office and Salesforce skills; undergraduate degree desired; exceptional organization, communication, and client service skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Windows
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2w
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
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4d
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Client Relations Associate - Entry Level
Oakland, California, United States
OnsiteFull Time
Invictus Marketing Solutions
Invictus Marketing Solutions: Experiential marketing firm specializing in outreach for nonprofit organizations.
Entry-level client relations role requiring strong communication, organization, Microsoft Office and Google Workspace proficiency; CRM familiarity preferred; bachelor's degree preferred; training and mentorship provided.
Microsoft Office, Google Workspace, CRM
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