434 client associate jobs at 203 companies in Inglewood, CA
2w
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
3w
Save
Mark Applied
Hide
Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
3w
Save
Mark Applied
Hide
Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
1w
Save
Mark Applied
Hide
Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; experience with OE guide applications; advanced client lifecycle knowledge; must obtain Life & Health license per state timing.
OE guide applications
3w
Save
Mark Applied
Hide
Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
1mo
Save
Mark Applied
Hide
Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
1mo
Save
Mark Applied
Hide
Client Service Associate
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7 and Series 66 or Series 63 and 65. Strong MS Office skills, client service orientation, detail-oriented, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1w
Save
Mark Applied
Hide
Client Associate - 2nd & PCH
Long Beach, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft applications and POS systems; strong communication; availability for weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
3w
Save
Mark Applied
Hide
Client Service Associate
Glendale, California, United States
$48k-$72k/yr OnsiteFull Time
1+ YOEHigh school diploma or GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client-relationship skills, adaptability, and collaborative mindset.
Microsoft Office
6d
Save
Mark Applied
Hide
Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide high-quality client service supporting Financial Advisors; strong communication, attention to detail, proficiency with Microsoft Office and Salesforce; HS diploma/GED required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
1+ YOE1+ years experience; client-service focused; comfortable with changing responsibilities; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; pursuing or holding SIE/Series licenses preferred; high school diploma or GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for advisors, execute money movement transactions, onboard and maintain accounts, and perform administrative tasks; high school diploma required and industry licensing expected.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
Save
Mark Applied
Hide
Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
2w
Save
Mark Applied
Hide
Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
2d
Save
Mark Applied
Hide
Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1mo
Save
Mark Applied
Hide
Client Experience Associate
Los Angeles, California, United States
$50k-$60k/yr RemoteFull Time
1+ YOEBachelor's degree from a top four-year university, 1+ year professional experience, strong written communication, quick learner, ability to handle sensitive client conversations, and comfort using internal tech platforms.
Salesforce
2mo
Save
Mark Applied
Hide
Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
6d
Save
Mark Applied
Hide
Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
5d
Save
Mark Applied
Hide
Client Delivery Associate
Los Angeles, California, United States
$50k-$83k/yr OnsiteFull Time
2+ YOE2–3 years client relationship or financial services experience preferred; bachelor’s degree preferred (Business Administration, Finance, Marketing). Skills: regulatory compliance, document management, problem solving, product knowledge, data analysis, Microsoft Office.
Microsoft Office
1d
Save
Mark Applied
Hide
Senior Registered Client Associate
Irvine, California, United States
$35-$52/hr OnsiteFull Time
2+ YOE2+ years brokerage/client services experience, Series 7 and 63 (FINRA) required, SIE co-requisite for post-2018 exams, Microsoft Office proficiency, strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Explore Jobs
Expand Your Job Search
Top Cities Near Inglewood for Client Associate
- Client Associate jobs in Los Angeles, CA
- Client Associate jobs in Long Beach, CA
- Client Associate jobs in Anaheim, CA
- Client Associate jobs in Santa Ana, CA
- Client Associate jobs in Irvine, CA
- Client Associate jobs in Oxnard, CA
- Client Associate jobs in Huntington Beach, CA
- Client Associate jobs in Glendale, CA
- Client Associate jobs in Santa Clarita, CA
- Client Associate jobs in Garden Grove, CA
- Client Associate jobs in Rancho Cucamonga, CA
- Client Associate jobs in Ontario, CA
- Client Associate jobs in Corona, CA
- Client Associate jobs in Palmdale, CA
- Client Associate jobs in Pomona, CA
- Client Associate jobs in Torrance, CA
- Client Associate jobs in Pasadena, CA
- Client Associate jobs in Orange, CA
- Client Associate jobs in Fullerton, CA
- Client Associate jobs in Thousand Oaks, CA