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485 client associate jobs at 196 companies in Brentwood, CA

3w
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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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1mo
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
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3w
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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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3w
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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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3w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
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3w
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
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4w
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Bailard
Bailard: Independent wealth and asset management firm.
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
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3w
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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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1w
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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 diploma or equivalent; client service, communication, computer application, and organizational skills. FINRA credentials and investment product knowledge are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4d
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Part Time Client Associate
San Jose, California, United States
$18-$20/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum one year of client services experience; proficiency in Microsoft applications and POS systems; strong communication, independent decision-making, and availability for weekends, evenings, and holidays.
Microsoft Applications, POS systems
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2w
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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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4d
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
BlackRock
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
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2w
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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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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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1w
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Client Strategy Associate
San Francisco, California, United States
$100k-$140k/yr RemoteFull Time
Phil
Phil: Streamlines prescription access and management for patients and pharmacies.
3+ YOEBachelor's degree or equivalent experience; 3–7 years in client-facing, consulting, analytics, business strategy, or startup operations, ideally in healthcare, life sciences, or pharmaceuticals; strong analytical and communication skills.
Looker, Tableau, Power BI
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2w
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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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1w
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Registered Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global provider of wealth management and financial services.
3+ YOERequires SIE, Series 7, and Series 66 licenses; 3–5 years of finance-sector client service experience; finance-focused bachelor's or master's degree; strong communication, interpersonal, and organizational skills; and Microsoft Office proficiency.
Microsoft Office Suite
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2mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma (college preferred); detail-oriented with strong client service, writing and interpersonal skills; advanced Microsoft Office proficiency; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, 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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6d
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Associate Client Partner - Retail
Sunnyvale or United States
$100k-$187k/yr OnsiteFull Time
Infosys
InfosysNYSE: INFY: Global provider of digital services, consulting, and technology solutions.
7+ YOEBachelor's degree or equivalent, or seven years of experience; 7+ years in sales, business development, project management, or account management, with client relationship and consulting experience.
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