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85 client associate jobs at 53 companies in Manteca, CA

1mo
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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
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3d
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Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
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.
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1w
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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.
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1w
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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6d
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Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-service experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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2d
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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
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2mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65; strong MS Office skills; excellent communication and organizational abilities.
Microsoft Office
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1w
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
BillionToOne
BillionToOneNASDAQ: BLLN: Develops molecular diagnostic tests for prenatal and oncology care
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
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2w
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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
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2w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
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.
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1mo
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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
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1mo
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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.
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2mo
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Law Office Receptionist & Client Liaison
Fremont, California, United States
$25-$40/hr OnsiteFull Time
Anthoor Law Group
Anthoor Law Group: Provides legal representation for family law and estate planning.
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
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2d
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Client Support Analyst
Hayward, California, United States
OnsiteFull Time
Alameda County Office of Education
Alameda County Office of Education: Administers educational programs and provides oversight for school districts.
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.
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1mo
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Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
Discovery Senior Living
Discovery Senior Living: Designs, develops, and operates senior living communities.
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
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1mo
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Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
Fremont Hills Senior Living
Fremont Hills Senior Living: Assisted living and memory care community for seniors.
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; Associates degree preferred; strong verbal/written communication, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client tracking software experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel
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2mo
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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.
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2mo
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Associate Veterinarian
San Jose, California, United States
$67k-$180k/yr OnsiteAll Commitments Available
VCA Animal Hospitals
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
DVM or equivalent; CA licensure or eligible; strong clinical and client-service skills; ability to collaborate with a team.
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2mo
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Associate Attorney
San Francisco or San Jose
$130k-$180k/yr RemoteFull Time
Messner Reeves
Messner Reeves: Full-service national business law firm providing legal representation.
2+ YOEJ.D. and California license required; 2+ years' experience preferred; experience with discovery, depositions, strong research/writing, case management, client relationship skills, and meeting billable hours.
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3w
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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.
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