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88 client associate jobs at 52 companies in Davis, CA

3w
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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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1mo
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Client Associate - Roseville
Roseville, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services or retail experience; strong sales and customer service orientation; proficient with Microsoft applications and POS systems; strong communication; available nights, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
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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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2w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEProvide administrative support for financial advisors, open and maintain client accounts, perform clerical tasks; requires high school diploma and 2 years clerical/industry experience.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
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2w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2w
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On-Call Client Support Associate
Sacramento, California, United States
$21-$24/hr FieldFull Time
First Step Communities
First Step Communities: Providing emergency shelter and interim housing for homeless individuals.
On-call client support for shelter campus: monitor and assist clients, perform safety watch and conflict resolution, serve meals, clean facilities, write incident logs, work evenings/overnights/weekends, valid driver's license or government ID required, ability to work outdoors and perform physical tasks.
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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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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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1mo
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Client Service Associate - Natoma Wealth
Folsom, California, United States
$60k-$75k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years financial or client service experience; Series 65 required or must obtain within 6 months; strong Microsoft Office/Outlook skills; Salesforce experience a plus; BA/BS preferred.
Microsoft Office, Microsoft Outlook, Salesforce
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1w
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOESeries 7 and either Series 66 or Series 63+65 required; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA
Walnut Creek, California, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Licenses: Series 7 (or obtained within 60 days); SIE if registered after Oct 1, 2018; Series 66 and Life/Health licenses within 60 days.
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1mo
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Service Associate
Walnut Creek, California, United States
$60k-$77k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3 years client service experience in finance preferred; perform cash management, process securities and correspondence, greet clients, maintain records, strong attention to detail and proficiency in Microsoft Office.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
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2mo
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Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
AmeriVet Veterinary Partners
AmeriVet Veterinary Partners: Operates a national network of community-based veterinary clinics.
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
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1mo
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Associate Veterinarian
Sacramento, California, United States
$67k-$180k/yr OnsiteFull Time, Part Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM from accredited university and licensure (or ability to obtain) to practice in California; commitment to high standard of medicine; collaborative and client-focused communication skills.
digital radiology, ultrasound, dental x-ray, in-house lab
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3w
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Operations Associate - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
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1mo
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Associate Therapist
Roseville, California, United States
OnsitePart Time
Bayside Church
Bayside Church: Provides biblical teaching, worship services, and community outreach programs.
Licensed/registered AMFT or APCC in good standing with the BBS; maintain 15-client weekly caseload, work minimum two days/week, complete clinical documentation and treatment plans, participate in supervision and staff meetings.
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1w
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Sales Associate - Folsom
Sacramento, California, United States
$20/hr OnsitePart Time
Capri Holdings
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
2+ YOEMinimum 2 years retail experience; strong customer service, sales, POS/register operation, inventory and client book management skills.
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4d
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Operations Associate - Flex
Rocklin, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift 50 lbs, punctuality and availability for peak retail hours.
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