2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
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
3w
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
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
2w
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Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
5d
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
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
2w
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Client Service Associate
Glendale, California, United States
$48k-$72k/yr OnsiteFull Time
1+ YOEHigh school diploma or GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client-relationship skills, adaptability, and collaborative mindset.
Microsoft Office
3d
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Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
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
5d
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Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
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
1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
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
1mo
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Client Experience Associate
Los Angeles, California, United States
$50k-$60k/yr RemoteFull Time
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
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
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
2d
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Client Delivery Associate
Los Angeles, California, United States
$50k-$83k/yr OnsiteFull Time
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
6d
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Part Time Client Associate - Del Amo
Torrance, California, United States
$17-$19/hr OnsitePart Time
1+ YOE1+ year client services experience; proficiency with Microsoft Applications and POS; strong communication; able to work weekends, evenings and holidays.
Microsoft Applications, POS
2mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
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
1w
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Client Portfolio Associate
Los Angeles, California, United States
$110k-$130k/yr OnsiteFull Time
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
1d
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Client Services Associate
Santa Barbara, California, United States
$19-$21/hr OnsiteFull Time
High school diploma, strong customer service and communication, ability to lift up to 40–60 lbs, basic PC skills (Microsoft Office), and 1+ years preferred.
Microsoft Office, Greenhouse Applicant Tracking System
4d
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Client Acquisition Associate
Encino, California, United States
$90k-$100k/yr HybridFull Time
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
2mo
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Client Service Associate, Account Processing
Los Angeles, California, United States
$55k-$75k/yr OnsiteTemporary
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
1w
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Registered Client Service Associate
Beverly Hills, California, United States
$70k-$80k/yr OnsiteFull Time
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
1mo
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Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yr OnsiteFull Time
Early-career commercial role requiring strong phone communication, cold-calling, project ownership, ability to manage multiple clients, fast learning, and a target-driven mindset.