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259 client associate jobs at 138 companies in Lancaster, CA

2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; Series 7 and 66 (or 63/65) licenses; strong communication and client service skills; detail-oriented.
Microsoft Office, Desktop tools, Data entry systems
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3w
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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5d
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
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
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2w
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Client Service Associate
Glendale, California, United States
$48k-$72k/yr OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client-relationship skills, adaptability, and collaborative mindset.
Microsoft Office
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3d
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Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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5d
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Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
Apollon Wealth Management: Provides personalized financial planning and investment advisory services.
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
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1mo
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Client Experience Associate
Los Angeles, California, United States
$50k-$60k/yr RemoteFull Time
Atticus
Atticus: Platform connecting people to disability benefits and legal aid.
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
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3d
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
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2d
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Client Delivery Associate
Los Angeles, California, United States
$50k-$83k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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
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2mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
United Talent Agency
United Talent Agency: Provides representation and strategic advisory services for artists and creators.
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
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1mo
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Client Development Associate
California or Colorado or Los Angeles or Orange County or San Diego or Denver or United States
$85k-$100k/yr RemoteFull Time
Broekema Group
Broekema Group: Boutique search firm for real estate and finance.
5+ YOEBachelor's degree, 5 years B2B sales experience, proficiency with Microsoft Word/Outlook/Excel/Teams, familiarity with CRM tools (Salesforce/HubSpot), proven cold-outreach new business track record, ability to work independently remote.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Salesforce, HubSpot, ChatGPT, Claude
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1w
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Client Portfolio Associate
Los Angeles, California, United States
$110k-$130k/yr OnsiteFull Time
DoubleLine Capital
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
2+ YOEBachelor's degree, 2+ years relevant investment or portfolio analytics experience, strong fixed income knowledge, excellent communication, and attention to detail; Morningstar, Bloomberg, Macrobond experience preferred.
Morningstar Direct, Bloomberg terminal, Macrobond
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4d
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Client Acquisition Associate
Encino, California, United States
$90k-$100k/yr HybridFull Time
Ascent Developer Solutions
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
3+ YOEBachelor's degree in business/communications/finance/marketing, 3+ years sales experience with 1+ year cold-calling success, strong communication, analytical skills, and proficiency in Microsoft Excel/PowerPoint/Word.
Microsoft Excel, PowerPoint, Word
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2mo
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Client Service Associate, Account Processing
Los Angeles, California, United States
$55k-$75k/yr OnsiteTemporary
Wedbush Securities
Wedbush Securities: Full-service investment firm and financial services provider.
3+ YOEAssociate's degree required; Bachelor's degree preferred; min 3 years in financial services/brokerage; proficient in BETA and FIS; Excel; strong communication; multi-task in fast-paced environment.
BETA, FIS, Microsoft Excel
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1w
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Registered Client Service Associate
Beverly Hills, California, United States
$70k-$80k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
3+ YOESeries 7 and 66 licenses for registered CSAs, ideally 3-5 years client service experience in finance, bachelor’s degree preferred (financial markets), strong communication and Microsoft Office proficiency.
Microsoft Office Suite
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1mo
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Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yr OnsiteFull Time
Third Bridge
Third Bridge: Connects investors to industry experts for market research.
Early-career commercial role requiring strong phone communication, cold-calling, project ownership, ability to manage multiple clients, fast learning, and a target-driven mindset.
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1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
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3d
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J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA
Los Angeles, California, United States
$70k-$100k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent, Series 7 & 66 required upon hire or within 180 days, proven client communication skills, proficiency with Word/PowerPoint/Excel, ability to manage onboarding and account maintenance.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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