3d
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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.
3d
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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
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yr OnsiteFull Time
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
1w
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
6d
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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
1w
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Salesforce, Zendesk, CRM, LIMS
1mo
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Registered Client Service Associate
Los Altos, California, United States
$29-$33/hr OnsitePart Time
Provide client service support for wealth management: manage communications, handle inquiries and transactions, prepare review materials, maintain compliance; proficiency with CRMs and Microsoft Office; Series 7/66 advantageous; Bachelor's preferred.
financial software tools, CRMs, Microsoft Office Suite
2w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
4d
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Client Relationship Associate - Redwood Shores, CA
Redwood City, California, United States
$24-$35/hr OnsiteFull Time
1+ YOEProvide client service for account maintenance, onboarding, cash management, reporting; strong communication, organization, and problem-solving; 1-3 years in financial services preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
3d
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
1mo
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Associate, Client Advisory
United States or Mountain View
$110k-$300k/yr RemoteFull Time
10+ YOE10+ years delivering comprehensive financial plans, securities registration (Series 65/7+66) or approved designations (CFP/CFA/ChFC), fiduciary experience, strong analytical and communication skills, and ability to systematize advisory workflows.
2d
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Client Account Management Associate Director | Content
Los Angeles or Mountain View
$163k-$414k/yr HybridFull Time
10+ YOE10+ years in account management or marketing, 5+ years in digital agency experience preferred, 3+ years in matrix team delivery; experience with CRM, GenAI/content automation, client leadership, and campaign delivery.
OpenAI, Google Gemini, M365 Copilot, Writer, FireFly, ChatGPT, Adobe Workfront, AEM
1w
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J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA
Palo Alto, California, United States
$70k-$100k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 & 66 required upon hire or obtained within 180 days; strong communication, independent ownership, and proficiency with Microsoft Office.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1w
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Client Service Associate (Teller)- Mountain View, CA
Mountain View, California, United States
$21-$33/hr OnsiteFull Time
0+ YOEHigh school diploma or equivalent; 0–2 years cashiering, banking or customer service experience; strong balancing and customer service skills; ability to cross-sell products; basic math proficiency.
1w
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Associate Client Advocate - Commercial Risk Unit
Foster City or United States
$77k-$144k/yr RemoteFull Time
8+ YOE8+ years brokerage experience, exceptional communication and customer service, advanced Microsoft Office skills, ability to train and provide oversight, and hold a Property and Casualty insurance license.
Microsoft Office
2mo
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Law Office Receptionist & Client Liaison
Fremont, California, United States
$25-$40/hr OnsiteFull Time
Prior receptionist or client-facing admin experience preferred (1–3 years). Familiarity with MyCase, Google Workspace, Microsoft Office, business phone systems; strong communication, discretion, and organizational skills. Associate's or Bachelor's degree preferred.
MyCase, Google Workspace, Microsoft Office
2d
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Client Support Analyst
Hayward, California, United States
OnsiteFull Time
4+ YOEAssociate's degree (or equivalent) and four years related experience; knowledge of finance, HR, payroll systems; experience testing software, creating training materials, delivering end-user training; strong customer service and analytical skills.
1mo
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Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; associate degree preferred; strong verbal/written skills, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client-tracking experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel