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132 client associate jobs at 87 companies in Moreno Valley, CA

5d
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
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
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3w
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
Illumination Foundation
Illumination Foundation: Provides housing and healthcare services to people experiencing homelessness.
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
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1w
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
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1mo
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Client Associate (DOD SkillBridge Trainee)
Newport Beach, California, United States
$65k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Must be a transitioning U.S. service member approved for DOD SkillBridge; Series 7 and 66 licenses; ideally 5 years client service experience in finance; bachelor preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing
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2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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1mo
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Registered Client Service Associate
Newport Beach, California, United States
$17-$43/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, organizational, and communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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3w
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Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Microsoft Office, CRM
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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
Broekema Group
Broekema Group: Boutique search firm for real estate and finance.
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
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3w
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
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1mo
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Client Experience Associate
Temecula, California, United States
$37k-$62k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvide exceptional branch customer experience, perform lobby engagement and teller activities, identify sales opportunities and make referrals, apply product knowledge, and use digital banking tools; typically <1 year related experience; no degree required.
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2d
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Part Time Client Associate - Fashion Island CA
Newport Beach, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOERetail sales experience, POS and Microsoft Applications proficiency, strong communication, independent decision-making, availability for weekends/evenings/holidays, minimum 1 year client services experience.
Microsoft Applications, POS
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1mo
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Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEAdministrative and industry knowledge; time management; critical thinking; customer/interpersonal and communication skills; high school diploma and 2 years investment industry experience; Series 7 and 63 or 66 licenses; proficient in MS Office.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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3d
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Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
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3d
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
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3w
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Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds or obtains SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and tech skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow through the hospital, supporting the veterinary team, and ensuring clear communication with associates and clients.
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2w
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Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
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3w
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Client Service Associate (Teller)- Claremont, CA
Claremont, California, United States
$20-$23/hr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
0+ YOEHigh school diploma or equivalent; 0–6 months cashiering or customer service experience preferred; basic math and balancing skills; ability to cross-sell products; Spanish preferred.
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2w
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
Jacobson Lawrence & Company
Jacobson Lawrence & Company: Provides professional tax, accounting, and business advisory services.
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
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