3w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
1w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Associate Client Manager
San Diego, California, United States
$49k-$91k/yr HybridFull Time
2+ YOEBachelor’s degree required or 2-5 years insurance industry experience; strong insurance terminology knowledge; CA Fire & Casualty license; MS Office proficiency; detail-oriented; strong communication.
MS Office
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
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
1mo
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a financial services office; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial; strong MS Office skills and confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
2mo
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Seasonal Client Associate - San Diego CA
San Diego, California, United States
$18/hr OnsitePart Time, Seasonal
1+ YOEMinimum 1 year in client services; POS systems; Microsoft applications; flexible hours including weekends and holidays.
Microsoft Applications, POS systems
2w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
1w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
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
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
4d
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
2mo
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Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
2d
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Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
2mo
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Sr Associate, Client Operations
San Diego, California, United States
$44k-$50k/yr HybridFull Time
Credit operations experience; high school diploma; strong analytical, communication, and data-verification skills; able to handle high-volume calls.
Cisco, Calabrio, Credit data tools
3w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Microsoft Office, Google Suite
1w
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J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA
Del Mar, California, United States
$29-$40/hr OnsiteFull Time
Valid Series 7 required or must be obtained within 60 days; SIE required if registered after Oct 1, 2018; Series 66 (63/65) and Life and Health Insurance must be obtained within 60 days; perform KYC, account opening, money movement, and compliance tasks.
2d
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
3w
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Human Resource / Payroll Associate I
Santee, California, United States
$21-$28/hr OnsiteFull Time
1+ YOEAssociate degree required; 1+ years payroll processing experience; proficiency with Microsoft Office and HRIS; strong attention to detail, communication, and client support; CPP preferred; HR certification a plus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, HRIS