396 client associate jobs at 177 companies in El Cerrito, CA
2w
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2w
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
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
2w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
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
2w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
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
6d
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Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
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.
2w
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Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Base pay determined by experience, skills, training, location, certifications, and education.
1d
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Private Wealth Client Associate
San Francisco, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; pursuing or holding SIE/Series 7/66 preferred; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; client-centric and detail-oriented.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
1w
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
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.
1mo
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
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
1w
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
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
2mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
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
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
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
2w
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Senior Client Service Associate
Campbell, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred,2+ years working with high-net-worth clients (RIA/broker-dealer experience preferred),strong communication,organizational and analytical skills,proficient in Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent,3+ years financial services experience,proven high-touch client service,knowledge of financial markets and accounting,proficient in Excel and reporting,strong communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
2w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
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
1w
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Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
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
1mo
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Client Services Associate II
Brisbane, California, United States
$27-$39/hr RemoteFull Time
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
1mo
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely and accurate client materials, promote banking solutions, and use Microsoft and CRM tools. High school diploma and 1+ year experience required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
5d
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
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