HiringCafe
Join our community

105 client associate jobs at 57 companies in Lodi, CA

3w
Save
Mark Applied
Hide
Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Associate
Danville or California or United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Support client reporting and presentations, conduct research and analysis, monitor portfolios, implement investment actions. Bachelor’s degree preferred; experience in finance or analytical roles and strong Microsoft Office (Excel, PowerPoint) skills required.
BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Associate - Roseville
Roseville, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services or retail experience; strong sales and customer service orientation; proficient with Microsoft applications and POS systems; strong communication; available nights, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
Job PostingView all
1w
Save
Mark Applied
Hide
Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Base pay determined by experience, skills, training, location, certifications, and education.
Job PostingView all
2w
Save
Mark Applied
Hide
On-Call Client Support Associate
Sacramento, California, United States
$21-$24/hr FieldFull Time
First Step Communities
First Step Communities: Providing emergency shelter and interim housing for homeless individuals.
On-call client support for shelter campus: monitor and assist clients, perform safety watch and conflict resolution, serve meals, clean facilities, write incident logs, work evenings/overnights/weekends, valid driver's license or government ID required, ability to work outdoors and perform physical tasks.
Job PostingView all
2d
Save
Mark Applied
Hide
Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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
Job PostingView all
2w
Save
Mark Applied
Hide
Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate - Natoma Wealth
Folsom, California, United States
$60k-$75k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years financial or client service experience; Series 65 required or must obtain within 6 months; strong Microsoft Office/Outlook skills; Salesforce experience a plus; BA/BS preferred.
Microsoft Office, Microsoft Outlook, Salesforce
Job PostingView all
1w
Save
Mark Applied
Hide
Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOESeries 7 and either Series 66 or Series 63+65 required; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Job PostingView all
1mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
Job PostingView all
2mo
Save
Mark Applied
Hide
Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
AmeriVet Veterinary Partners
AmeriVet Veterinary Partners: Operates a national network of community-based veterinary clinics.
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
Job PostingView all
1mo
Save
Mark Applied
Hide
Associate Veterinarian
Sacramento, California, United States
$67k-$180k/yr OnsiteFull Time, Part Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM from accredited university and licensure (or ability to obtain) to practice in California; commitment to high standard of medicine; collaborative and client-focused communication skills.
digital radiology, ultrasound, dental x-ray, in-house lab
Job PostingView all
3w
Save
Mark Applied
Hide
Operations Associate - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
Job PostingView all
1mo
Save
Mark Applied
Hide
Sales Associate
Livermore, California, United States
OnsitePart Time
rag & bone
rag & bone: Designs and retails premium fashion apparel and accessories.
Part-time (20-30 hrs/wk). Prior client-centric sales experience preferred, strong product knowledge, customer service and selling skills, POS proficiency, ability to assist with merchandising and inventory.
Point of Sale
Job PostingView all
1mo
Save
Mark Applied
Hide
Associate Therapist
Roseville, California, United States
OnsitePart Time
Bayside Church
Bayside Church: Provides biblical teaching, worship services, and community outreach programs.
Licensed/registered AMFT or APCC in good standing with the BBS; maintain 15-client weekly caseload, work minimum two days/week, complete clinical documentation and treatment plans, participate in supervision and staff meetings.
Job PostingView all
1w
Save
Mark Applied
Hide
Sales Associate - Folsom
Sacramento, California, United States
$20/hr OnsitePart Time
Capri Holdings
Capri HoldingsNYSE: CPRI: Designs and retails global luxury apparel and accessories.
2+ YOEMinimum 2 years retail experience; strong customer service, sales, POS/register operation, inventory and client book management skills.
Job PostingView all
4d
Save
Mark Applied
Hide
Operations Associate - Flex
Rocklin, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift 50 lbs, punctuality and availability for peak retail hours.
Job PostingView all
1w
Save
Mark Applied
Hide
Inside Sales Associate
East Bay or Los Angeles or Orange County or Phoenix or Portland or Sacramento or Salt Lake City or San Diego or San Francisco or Seattle or California
$76k-$90k/yr OnsiteFull Time
Slalom
Slalom: Provides business and technology consulting and software engineering services.
1+ YOE1–3 years sales or client-facing experience; strong communication, research, time-management; proficiency with Salesforce, Outreach, ZoomInfo, Sales Navigator; reside within 30 miles and travel to office or client sites as needed.
Salesforce, Outreach, ZoomInfo, Sales Navigator
Job PostingView all
2w
Save
Mark Applied
Hide
Customs and Duties Senior Associate
Sacramento, California, United States
$103k-$209k/yr HybridFull Time
Crowe
Crowe: Global professional services firm providing audit, tax, and consulting.
8+ YOE8+ years customs/trade experience with HTS classification, customs valuation, country-of-origin, duty mitigation, CBP regulations knowledge, strong analytical and client communication skills; LCB preferred.
Job PostingView all

Explore Jobs

Expand Your Job Search